189 results found
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XPH | Homepage - Ability to deselect Bank Reconciliation Widget
This widget is not useful for me and I'd like to remove it from my home page - however it keeps coming back and that is making me sad.
1 voteThanks for the feedback, Jacinta. I've shared this back with our product team and would like to confirm that this is something they're aware of and have plans to change the behaviour of.
Intention is that we will provide the ability to deselect and have the selection held when the Homepage is saved.
I'll round back to confirm once this is implemented.
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XPH | Homepage - Display Job Milestones via a dedicated home widget
We use milestones on jobs to prompt staff as a reminder such a following up a small matter and these are displayed on the dashboard of the home. These milestones no longer appear anywhere except buried in the job they are part of so it would be nice if they could be displayed via a widget or list on the home page?
2 votesThanks for raising this suggestion. Bringing Job Milestones to the homepage could make it easier to keep track of upcoming tasks and deadlines from one place.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would improve your workflow, add your vote and share which milestone information you’d want to see at a glance.
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Jobs - Keyboard shortcut for editing jobs
I have to edit jobs quite often and it would be amazing if there was a shortcut key to edit the job. Xero Blue has a short cut key of Alt + Shift +D to edit an invoice. I think it would really streamline some processes if there were shortcut key options for XPM.
1 voteHi Emily, thanks for bringing this to the community. We understand the request for keyboard shortcut to edit job details in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and share how you’d like the shortcut to work.
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Jobs - Upload document attachments directly to Job Costs
The Job Cost tab, can you add an upload function for document attachment - we want to add the invoice that you are on charging on to the client
1 voteThanks for sharing this idea. We understand the request to upload documents directly to Job Costs within a job.
Having the supporting invoice or other document attached to the specific cost could make it easier to reference source information when reviewing or charging expenses.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the attachment.
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Tax Manager - Allow suspended tax returns to be progressed to Signed status without removing suspension
In the old return manager, it is possible to push suspended tax returns from approved through to the signed stage and this is where they would lock. In the new tax manager, when the return is approved then suspended, it is not possible to push through to signed.
Can the new tax manager adopt the old previous ability so there is no back and forth or suspended / removing suspension then adding it back?6 votesAppreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
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Client - Filter clients by Client Group
IN partner hub, would be good if can filter by CLIENT GROUP, in XPM it was possible but only from the screen in GROUPS to save a sticky one at top, can we get column in clients that links the group so we can helicopter the whole client view quickly as my 1st bookmark its' where I start.
But the filter also needs to be by PARTNER/TEAM so that I can see mine not just the whole firms.
What is total client WIP, all jobs for the client, all invoices across client group2 votesHi James, thanks for sharing this idea. We understand the request to filter the main client list by Client Group. Having this filter available could make it easier to get a quick view of the clients and work managed by a particular team or portfolio.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which filters you’d find most useful.
I've also added your vote to a similar idea below that suggested Client Manager and Client Partner filter:
Practice tools - Filters for Client Partner and Client Manager
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Navigation - Distinguish visual design and spacing between Search and Time buttons
the time and search buttons look too much the same and are too close together - a real nuisance when using these regularly and clicking on the wrong button
2 votesThanks for sharing your feedback here. Clearer icons or additional spacing between the Search and Time buttons in XPH could help reduce misclicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your day-to-day use of Xero Practice Manager, add your vote and share your preferred layout.
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XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
1 voteHi Ashley, thanks for bringing this to the community. Having customisable insights could make it easier to monitor specific areas of a client's performance in a glance.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us which accounts or metrics you’d want to see.
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AU Payroll: timesheet widget
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
1 voteThanks 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.
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Xero Tax Au - Lodgment Comparison
On the Lodgements - show comparision to the same time last year to obtain an assessment of whether you are on target or not.
2 votesHi everyone, thanks for sharing this idea about comparing lodgement progress with the same point last year. We appreciate you explaining how this could help practices understand whether they’re on track with their lodgement targets.
This idea is now, open for community support through votes and comments. We encourage others who would find this useful to add their votes and share how they’d use this comparison in their practice. Your feedback helps us understand the level of interest and impact of this request ✨.
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XPH Homepage - Filter Jobs by Staff and be able to track Timesheets
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteThanks for sharing this idea. It’s now open for votes and comments, so please upvote it and add any details about how you’d like to see staff time entry tracked, including visibility of each staff member and when they enter time in a timesheet. Your feedback helps us better understand the need and assess the opportunity. 😊
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Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
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 🙂
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Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
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 🙂
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Tax Manager - Highlight the Errors tab
When there are errored tax returns, the tab that appears needs to be different (different colour etc) than the other tabs around it.
The old returns view had the tab font coloured red, so it was easily identifiable as out of the ordinary.
The new Tax Manager view is now the exact same font and court as the other tabs, and is not easily noticed. This section needs to be highlighted, whether with a coloured bubble around the wording or a different colour font. If it is the same exact font as everything else on the page, it doesn't stand…4 votesAppreciate how having the Errors tab different to the other tabs would help draw attention to returns that need attention, Amelia.
We'll update here if there are any plans to make a change here.
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XPH | Staff - Unable to scroll when adding time
When adding time you only get to view 11 "my jobs" and you cant scroll to see the rest. This functionality was in XPM but is no longer in the hub
4 votesHi team, thank you for raising this with us.
Generally when something isn't working as expected it's best to raise a case with our Xero Support team through Xero Central.
That said, we really appreciate your highlighting this with us and it's something our product team are looking into a fix for. I'll update here once resolved.
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Homepage - Default filter preference and full scrolling on Partner Hub Jobs widget
In the new partner hub, when I filter the jobs widget to just show my jobs I would like that setting to remain. It seems to go back to all jobs if I go out and come back in. Also it would be useful if I could scroll down to see all my jobs directly in the widget.
2 votesThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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Ability when filtering for "is not"
When a firm has multiple managers, partners, job categories, Job Status it would be good to tick an option at the top of the filter to say "is not" or "exclude" then you can apply less filters to get your result.
Eg show me all jobs for me as partner, except for one (or two) job managers, with all status (except for one or two)1 voteThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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XPH - Pin Client Search bar and Timer to screen edge for continuous visibility
Allow users to pin the Client Search bar and Timer on the Righthand side of the screen so they remain visible and accessible regardless of which screen the user is working on.
This should result in easier time tracking with the timer always visible and available.
4 votesThanks for raising this. We understand the request to make the Timer and Client Search bar persistent across the page, so they're available without needing to scroll back to the top.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this is something you'd find useful, share how you’d like these controls positioned.
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Tax Manager - Display assigned staff name on tax lists
staff name under tax manager who is working on particulare task
1 voteThanks for highlighting this improvement. We understand how having the staff member assigned to each tax task visible in the list could make workload tracking and task follow-up more straightforward.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful for your practice, add your vote and share your preferred way of displaying staff assignments.
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AU Tax - All Tab for All Returns
Have an "All" Tab that is actually all of the returns. So when searching you're not having to search within In Progress tab and then again within Filed Tab to check on what searching for.
An ALL tab that is all of the returns (including filtering option of type/period)
3 votesThanks for sharing this idea wiht us , we appreciate the time taken to do so. We can see how an All Returns view could make it easier to work across In Progress and Filed returns without switching between tabs. This idea is now open for community support, so others can vote and add comments with their use cases. We’ll keep an eye on the feedback and engagement to help us understand the broader need.
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