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Xero Partner Hub

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29 results found

  1. New Timesheet Entry - we prefer the old full page view of timesheets from the Dashboard Enter Time screen. You can't see the full page view with the timesheet notes now.

    Also, the notes entry window should be shown at all times, not be click to open. People will forget to enter their timesheet notes if it is not viewable at all times (like I just did). The time popout box hides some other entry points - like editing staff client access, it shows behind the time box, and it wouldn't shut, I had to hit refresh to get rid…

    3 votes

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    Hi 👋 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 🙂

  2. It would be great to see which clients still needed their GST returns filed by a specific due date. This way we could preempt any returns not filed before the due date.

    1 vote

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    Great to hear the different uses our Partners are thinking of with Insights, Sam. Appreciate your feedback.

    Right now we're gauging interest from the community here but I'll let you know if there are any updates coming that'd help with this view for you.

  3. There is an issue with the Practice > Work in Progress Dashboard.

    Clicking the aged WIP button for any month - the link seems to no longer work. The List Tab doesn't display anything.

    1 vote

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    Hi 👋 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 🙂

  4. So when on home Practice Hub Per User- A Widget you can link your favourite Clients in a Widget for easy quick access to their Xero Files.
    Similar to Favorites Clients on ATO Home Screen.

    3 votes

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    Thanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊

    For now, we'll shift to in discovery and I'll give you another update as it moves along.

  5. Job Page Hogs entire screen

    • I'd assume majority are not blind and old. Old interface is so much better.
    • I still want to see my jobs on the side.
    • Change it, it's embarrassing.
    2 votes

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    Appreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.

    I'll let you know if we have any further enhancements around the layout for you here.

  6. On the client screen when you click on "Go to Xero" it should open in another tab not the not redirect the current browser page to Xero.

    16 votes

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    Thanks for letting us know the changes that would make a difference for you when working with clients, Christopher.

    Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.

  7. The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.

    4 votes

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    0 comments  ·  Jobs  ·  Admin →
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  8. The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.

    5 votes

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    2 comments  ·  Jobs  ·  Admin →
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    Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.

  9. Having the paid invoices in a separate archive folder is annoying. I used to be able to see the jobs and invoices in one screen, so having them separate is too many mouse clicks away and not immediately visible. Should be one screen for invoices, with a paid indicator next to it.

    8 votes

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    We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned

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