189 results found
-
Books health - Ability to add own due dates for each client
It'd be good to be able to set a due date that reflects the work required for each client.
As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health1 voteHi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.
For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.
-
Books health - Ability to send multiple chases for the same client
It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.1 voteHi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.
We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.
-
Lodgements
As our firm has multiple offices. It would be beneficial to have the option to filter the lodgement widgets to include lodgements for our office only.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Please include tax returns graphs as per original dashboard
It's good that we can customise the dashboard - move things around and remove things we don't need or want to see.
But can we please still have the tax return graphs (as per original dashboard) as an option, so we can see progress of returns filed compared to total returns to file?
The new tax returns graph only gives us information we can already see in the Returns tab.
Thank you.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Client Insights - Filter for Manager
under Client Insights, would be nice to have a filter by client manager, so each client manager can see and analyse their own clients portfolio rather than all clients.
1 voteThanks for sharing your feedback, Yogi. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll get a gauge of the interest here and I'll share if there are any updates planned for this.
-
Please reinstate the ability to drill down for invoicing owing
Please reinstate the ability to view and drill-down on 'invoices owing to you' from the home screen. We could click on each bar on the bar graph within 'invoices owed to you'.
and quickly view actual invoices outstanding (by age) and then drill down further to view each invoice.
This made it real easy to send payment reminders to customers and quickly and easily see invoices by line. For some unknown reason, this functionality has been deleted with the latest update.
Now only option is to run an aged receivables summary report, but it is so clunky and requires numerous…2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Tax Manager - Add custom field to search filter etc
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to…
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
notifications
I only use the homepage when I first start Xero and then it's straight onto the timesheet page which stays open all day. I therefore need to be able to see the notifications on the timesheet page as it was under the old layout. I, also, as with the old layout, need to see both my timesheet & the notifications on the 1 page.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Collapsible sections to reduce custom field space
With the use of filtering and custom fields for jobs and clients on various apps the job within XPM and now Practice Hub has become elongated.
It would be create if the custom fields could be stored within a collapsible section which could be opened when needed otherwise closed to show returns attached to the job without the need to scroll down.
The other option would be to move the custom fields to be listed down the left or right hand side of the main job details reducing the white space as mentioned in other posts.
This could be further…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
XPH's Bank reconciliation
Bank reconciliation widget should have the option to show just your clients which you've been assigned to as manager, rather than having to individually select each one. At this stage I don't have the time to select each one, so the whole thing is meaningless & I've turned the widget off.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Lodgments Overview Percentage lodged displayed
It would be more beneficial to show the percentage lodged as the large bold item rather than the percentage lodged on time. I know you can hover over the bar and the percentage shows, but we all track total lodgments and this would make it clear to all staff.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
TABS
XERO PARTNER HUB - when an ITR is lodged with the ATO and the NOA is processed there is no connection between the tabs FILED and NOA.
The FILED tab does not allow you to filter by Tax Agent clients.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Tax Status Widget - NZ
While filtering for Income tax and Sales tax is a great feature on the widget, can the IR526 returns be removed from the Income Tax tab? IR526 is not an income tax return and it shouldn't be included in the stats.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
NZ Tax Returns - Cannot See Navigation Bar for Certain Returns
When we are in a tax return for a client (specifically IR6, IR7 and IR4) we can no longer see the navigation bar at the top of the screen. So we are unable to navigate out of the tax return unless we click on the job link or clients name which just results in additional click and isn't practical. Please could this be updated as the navigation bar is essential and should be at the top of every page in XPH/XPM.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
More visual prompts
This new version is very difficult to read, with headings, details and all information in the same font with no variation. The old version was much more user friendly with the buttons to perform actions obvious - without having to scroll through the whole screen to find what you are looking for. The clients name should appear is large font at the top of the screen (in addition to the job number). The three dot dropdown is cumbersome and a pain to remember to go to every time you wish to make changes. Would it also be possible to update…
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
NZ payroll: timesheet widget
It would be great to have an option to pin the Timesheet panel within the dashboard so it remains visible alongside the other widgets. At the moment, the Timesheet overlays part of the dashboard and covers other widgets. Ideally, when pinned, the dashboard widgets would automatically shift to the left and resize accordingly, allowing the Timesheet and all widgets to be viewed simultaneously without obstructing each other.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Xero Partner Hub | Homepage - Tracking
Reports and charts on dashboard need to have filter/option to view based on Partner Tracking / Code rather than entire practice/business.
1 voteHi Reece, just to get a better picture of your idea here. When you refer to tracking on he Xero Partner Hub Homepage - is there a particular widget you'd find this most helpful for?
-
Xero Partner Hub - Widgets on home screen. Selection not holding
Maybe when I remove widgets off my home screen - they can stay off? every time I go back to my home screen they all reappear again?! Very annoying
1 voteHi Kellie, is this occurring for all widgets or just when deselecting the Bank Reconciliation widget?
If multiple I'd recommend raising a case with our team of specialists so we can get a closer look in and investigate.
We're aware of behaviour for the newer Bank Rec widget atm, and this is something the team will be addressing - You can see my post about this recently here.
-
Xero Tax - Retain suspension reason history and notes after suspension is removed
when the suspension is removed you can no longer see why that return was suspended. it would be very helpful if the reason for suspending the return stayed in the history like a note. so when you look back you can see what issues that return had.
4 votesThanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
-
XPH | Timesheets - Change behaviour of arrows on timer
The Left Arrow is the first thing we would naturally think to click when we want to enter a separate time entry while keeping the timer running. However, clicking it causes the timer to disappear and stops recording altogether.
You can keep the timer running by clicking “Save and Keep Recording,” but this doesn’t feel intuitive as the arrow. There’s also nothing on the Left Arrow indicating that clicking it will cause the current time recording to be lost. In practice, it seems to function similarly to the “Discard” option, which makes the expected behaviour even less clear.
It would…
2 votesThanks for your idea, Ana. Appreciate users expectation of actions in the product can differ and making this arrow more clearly stated would help with interpretation and use.
We don't have immediate plans for changing this, however we'd like to get a wider sense of interest. I'll share if there are any updates around this, here.
- Don't see your idea?