143 results found
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Time Recording Pause Button
When recording time in Xero XPM we often use the "timer". It would be really useful to have a pause button on this that allowed us to stop and then restart the timer. We are often timing tasks, get interrupted and have to stop the timer completely. Then, when ready to go back to the original task we have to enter the same information again. It is cumbersome and would be great if you could fix it. Thanks
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. 🙂
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Bulk Import of Jobs
Ability to bulk import recurring jobs or standard jobs, and include custom fields or at least default fields, such as Budget etc.
Currently the bulk import spreadsheet does not include this.
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. 🙂
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A top menu option to see all notes by client
Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.
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. 🙂
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Automatic time recording based on Xero Org and tasks.
Xero knows which client (Organisation) you are working in and what tasks you are carrying out based on what you are actually doing in Xero. It then follows that Xero can record this information against time and keep time sheets (track time) for employees and managers.
Background. Keeping timesheets manually is an almost impossible task and a massive bone of contention between employees and Accountancy practices. Most time sheets are completed retrospectively from memory and at best you get an estimate of times. Now that Xero and PM are consolidated on Xero HQ. It follows that you could automate time…
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. 🙂
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VAT widget
Have a widget on the homepage showing VAT returns due
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. 🙂
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Within Tax Manager to be able to view by Group & for in progress tax returns view job status
To be able to view the tax returns in tax manager by group - this helps us to ensure that all group members are being worked on simultaneously. Having the job status listed for in progress jobs would also help to know where preparation of the return is up to when viewing from Tax Manager.
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. 🙂
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lock dates
We need a place to get an overview of all client lock dates and a quick way to set it
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. 🙂
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More Options in Relationship area for AML compliance
With AML/CTF we need more options in the relationship area so that the "Know your client" data is more accurate.
Shareholder - can we have class and number of shares held
Beneficiary - can we have primary/designated and secondary as options1 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. 🙂
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lodgements widget
Lodgements Widget - match ATO due date from the client screen rather than in tax return - OR auto update unlodged tax returns when sync from ATO is done.
Ours is now all out of whack now that we have applied for lodgement extensions. The due date is correct on the client screen, but it doesn't automatically update unlodged tax returns so the widget is now giving incorrect information about our lodgement stats. ATO has correct figures.
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. 🙂
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Xero Tax (AU) | Include PAYG instalment for Trust Tax Returns
Please add a PAYG instalments section to Trust Tax Returns (TRT). This ensures that both the ATO and the client are provided with the correct tax payable per the tax return where there are no presently entitled beneficiaries.
19 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. 🙂
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Information and links gone from Group view
Previously in the Group view, we were able to view all Jobs, Invoices, and WIP for the Group. This is integral for our processes. Now in the Group view, you can only see the members of the Group, nothing else. Can you please bring back the Jobs, Invoices, and WIP lists?
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. 🙂
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Group WIP shown in client group
In the Old XPM we were able to go Clients > Groups and see the WIP for the members of that group.
Sees to be omitted in the new Xero Partner Hub.
Looks like this page is clunky as it is not showing jobs, quotes or invoices for any of our client groups.
2 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. 🙂
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Import task from Asana to XPH
We have been working in Asana for a long time, so I would like to move XPH, so it will be very useful importa asana taskt to xph jobs
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. 🙂
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job summary
Would it be possible to have more filter options available in the Job Summary widget?
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. 🙂
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Freeze main bar
Freezing the main blue bar so it stays at the top of the page when you scroll down, like the navigation bar within client profiles, would help navigation.
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. 🙂
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Add Gatekeeper functionality to the HUB
It would be great to add the Gatekeeper functionality to the Xero Hub
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. 🙂
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Automating Recurring Compliance Jobs When Adding a New Client (SA Compliance Focus)
Suggestion:
When onboarding a new client in Xero, it would significantly improve efficiency if recurring compliance jobs could be automatically generated based on a few initial inputs.
For example, during client setup, include fields such as:
Company registration date
Is the company registered for PAYE? (Yes/No)
VAT registered? (Yes/No)
UIF registered? (Yes/No)Based on these selections, Xero could automatically generate recurring jobs with the correct deadlines aligned to South African Revenue Service requirements, such as:
EMP201 returns due monthly (e.g. by the 7th of the following month)
VAT201 returns generated bi-monthly with submission deadlines
UIF declarations
Companies and Intellectual Property…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. 🙂
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In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
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.
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Former name/s field
Would it be possible to add a field under Client for Former name/s? As ASIC agent there are multiple scenarios of where we need to enter any former names for a client. It would be great to see a field under the client where we could add their maiden name etc.
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 🙂
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Xero Partner Hub | Homepage - Add in a Work in Progress Widget
Next to monitoring Debtors, Work In Progress is one of the most important areas of a Practice to monitor. If this figure is not not regularly evaluated, then Cash Flow is directly affected, which will be of concern particularly over the next 2 years.
Again this is directly tied in with Client Jobs and their various DeadlinesAlso I have seen quite a number of Practices sold, with a large WIP that should have been completed and converted into Debtors.
1 voteHi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
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