159 results found
-
XPH | Jobs - Auto-Generate VAT and Statutory Jobs Using HMRC Obligations
Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -…
2 votesHi Louis, thanks for sharing this suggestion. We can see how having VAT and jobs automatically created from HMRC obligations would reduce manual setup and help with staying on top of deadlines.
At the moment, HMRC obligation dates and statuses are already brought into Xero for VAT and Tax Manager to support filings, but XPM jobs sit separately as a workflow tool for managing internal work and time. Because of this, jobs don’t currently generate automatically from HMRC data.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
With regards to the Companies House integration suggestion, this will be best raised in our Xero Developers Ideas website instead as it involves external app.
-
XPH | Client - 2 way data sync with Xero account
We started off 10 years ago with Xero for our firm's own bookkeeping and invoicing (we're UK based). There is so much information we have stored in Xero specifically email addresses, client reference numbers, physical addresses, primary person, secondary person, VAT number, company number - everything in the 'contact' page of a client. Tracking categories could also be integrated. In Xero, we have a tracking category for Client Partner and another for Staff Member, so we know who 'did the work' and which engagement partner the client belongs to.
Why doesn't all this rich data a) import into XPM into…
1 voteHi Louis, keeping client details in sync between XPM and Xero can mean updating information in more than one place. A two-way sync would make this much simpler and help keep everything consistent.
This idea is now in Gaining Support so we can track interest and share it with our product teams.
-
XPH | Tax Manager - Ability to search across all returns status
Add a filter to the top filters to search by All not just Ready to Start/In Progress/Filed/Errors, if you are looking to see a BAS status then you have to search in all 3 if you are not sure what status it is at from this home page or you have to go back via the client.
1 voteHi Amy, when searching for a specific lodgement, needing to check each status tab can take a bit of time. Being able to search across all return statuses in one place would make it much easier to quickly find what you’re looking for, regardless of its current stage.
At the moment, this requires clicking through each tab in Tax Manager or going back into the client record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to search and navigation.
-
XPH - Sticky header to keep client name visible while scrolling
It would be useful if you could "sticky" the client name to the top of the screen so when you scroll down you can always see which client you are viewing/editing.
10 votesHi Christine, thanks for sharing this suggestion. When working through longer client pages with multiple tabs and custom fields, it can be easy to lose sight of which client record you’re in. A sticky header that keeps the client name (and possibly reference code) visible would help keep that context in view and reduce the need to scroll back up to confirm details.
At the moment, you need to return to the top of the page to re-check the client information once you’ve moved further down the record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
-
XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be movedThis issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as…
11 votesThanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
-
Tax Manager - Dedicated "Overdue" tab for late lodgements
Can we have Late or Overdue Lodgements in a Separate Tab so they dobn't get buried with the others.
11 votesHi everyone, thanks for the suggestion. A dedicated Overdue tab in Tax Manager would make it easier to quickly see filings that have passed their due date, rather than relying on filters or scanning for overdue indicators.
At the moment, you can use status filters or sort by date due in the returns list, but we can see the value in having a clearer, dedicated view.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
-
XPH | Jobs widget - Ability to sort and group jobs by Partner or Manager
Homepage
Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.1 voteWe can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
-
XPH | Clients - Table of contents for navigation
For XPM / green xero
1/ can we have a table of contents link so we can navigate the client profile faster? Like if we want to jump to TAX DETAILS, or other custom contact fields we made
2/ can you include BACK TO TOP link function
1 voteWe understand that as client records grow, it can take a bit of time to scroll through and find the right section. Having a Table of Contents or quick links at the top of the client record would make it easier to jump straight to areas like Tax, Jobs, or Custom Fields.
At the moment, navigation is done through scrolling or the tabs at the top of the page.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to client record navigation.
-
XPH - Practice-wide Billable Hours widget with Client dollar-value breakdown
On the billable hours widget add the ability to show billable hours for all staff, also to show by client and the timeframe should be daily,weekly,monthly
3 votesHi team, thanks for outlining this suggestion.Having a clear view of billable hours alongside a client-level dollar breakdown would make it easier to stay across how the practice is tracking day to day. Seeing that information directly in the dashboard would also help connect time spent with value, without needing to jump between reports.
Right now, the closest way to get this view is by running the Billable Time report.
I’ve moved this idea to Gaining Support so we can keep track of interest and give our product teams a better sense of how helpful this would be in practice.
-
XPH - Add a "WIP Value ($)" column to the Jobs list
Can a column be added to see the WIP value in $dollars rather than a percent, this makes it a lot clearer to see time spent on a job.
5 votesHi Amy, thanks for taking the time to share this idea.
It sounds like being able to see the dollar value of Work in Progress (WIP) directly within the Jobs list would give much better visibility over workload and billing readiness. Having unbilled time and costs displayed at a glance, without needing to open each job or run a separate report, would make it easier to quickly spot what’s ready to invoice.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding a WIP value column could support a smoother billing workflow and clearer visibility across jobs.
-
XPH - Actionable WIP widget with integrated invoicing button
Widget that shows the WIP and allows you to Invoice from the WIP Module.
1 voteThanks for taking the time to raise this idea. It sounds like moving between the dashboard and the Invoices area to act on Work in Progress (WIP) can add a few extra steps when you’re ready to bill. Having a single widget that not only shows outstanding WIP but also lets you raise an invoice directly would help make the handover from work completed to billing more seamless.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more actionable WIP widget could streamline invoicing workflows across practices.
-
Client - Add a search bar to "Add to group" feature
When adding a client to a group you have to sort and scroll through the list, you can't even type a certain letter to short cut the process. Please create a 'search' function in the groups list to make it easier to add clients to a group
1 voteHi Kellie, thanks for sharing this suggestion.
It sounds like as client group lists get larger, scrolling through a long menu to find the right group can slow things down. Adding a search option to the “Add to group” function would make it quicker and more straightforward to organise client records.
At the moment, selecting groups in Xero Practice Manager involves manually scrolling through the available list, which can become more time-consuming in larger practices with more complex group setups.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding search here could improve everyday efficiency when managing client groups.
-
XPH - Add a "Recently Paid Invoices" widget to the homepage
Add a configurable “Recently Paid Invoices” widget to the new XPM Partner Hub homepage that displays the 10 most recent invoices marked as paid (including client name, amount, payment date, and linked job). This would allow us to immediately see payment activity as soon as we sign in, with the ability to click through to the related job.
Our accounts team often relays which invoices have been paid, and we then have to go searching in Xero and XPM to update job statuses. As we frequently wait for payment before lodging returns, having paid invoices visible on the homepage would…
1 voteHi Rhys, thanks for sharing this suggestion. It sounds like having a “Recently Paid Invoices” widget on the Partner Hub homepage would make it much easier to stay across incoming payments at a glance. Being able to quickly see the latest settled invoices, along with key details like client, amount, payment date, and linked job, would help reduce the need to jump between reports and screens during the day.
Right now, this information can be found by going to the Archived Invoices section.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how surfacing recent payments directly on the homepage could support faster workflows and better alignment between accounts and lodgement teams.
-
XPH - Add an "ATO EFT Report" widget to the Partner Hub homepage
Allow us to manage client refunds more effectively.
1 voteHi Cam, appreciate you bringing this idea forward.
It sounds like keeping track of tax refunds and payments is an important part of managing your practice, and needing to jump into the Tax module to run the EFT report can interrupt your flow. Having this information available on the Partner Hub homepage would make it easier to stay on top of client cash positions and spot anything outstanding.
Right now, the only way to view this is by navigating to the Settings and running the EFT Reconciliation report.
I’ve moved this to Gaining Support so we can track interest and help our product teams assess how bringing this into the homepage could better support day-to-day visibility.
-
XPH - Add a one-click Timesheets shortcut in the Home page
It now takes multiple menus to get to the enter timesheets page. This should be a one click access from the Home page like it was in the old XPM.
4 votesHi Catherine, thanks for sharing this suggestion.
As mentioned in the community, you can currently access this from the Home Page via the View Timesheet option in the Time Summary widget. That said, we do understand that a one-click shortcut will be more convenient and visible.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how this kind of shortcut could improve day-to-day time entry.
-
XPH | Homepage - Ability to control widget access for other practice users
Customise widgets at a master level; for example graduates do not need to see lodgement tracking and status, we should be able to remove these widgets at a master level without having to edit from within each staff members login.
1 voteThanks for your feedback, Amy. Appreciate why you may want to be able to better control the widgets other staff in your practice may see on the Xero Partner Hub Homepage.
We'll start to get a better understanding of the interest from practices in this control here and I'll let you know if there are any updates.
-
XPH - feature to suspend client licenses for payment arrears
Just like many other partners, we pay subscriptions on behalf of our customers. It will be very usefull that Xero permit suspends a client's license when they have not paid.
Example, in many times we need to pay all licenses to prevent Xero suspend all licenses, so in that case Xero suspend licences for some customer, even those customers that paid on time. Otherwise, Partner has obligation to pay on time all licenses, so is very complicated suspend license for a few customers, that not pay on time.
for now we change user role to user read only, so in…
2 votesHi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
-
XPH - Add two-week calendar widget for Jobs and Milestones
In the middle of the old XPM home page we had a clear visual of a two week calendar showing assigned jobs and upcoming milestones.
This was very useful and was good quick visual reminder to action any of days jobs or milestones as well as any forth coming jobs and milestones.
Although there is an assigned jobs summary on the homepage of the new XPM there is no milestone reminder visual and as a practice which uses job milestones heavily it is very much missed.
Can it be reinstated please, Im sure there is room on the new home…
7 votesThanks for feeding back to us here. We understand for practices that do use schedules that this view can be quite useful. To be transparent this widget had relatively low usage in Xero Practice Manager and we don't have plans for developing a specific widget for this in Xero Partner Hub.
That said, you can still get to this view from within Jobs under Job schedule, and it's possible to add a custom link to the homepage in the Quick Actions widget to make navigating here more efficient🙂
-
2 votes
Hi Bruce, thanks for bringing this idea to the community. It’s helpful to hear that having a dedicated revenue widget on the practice dashboard would make it easier to keep an eye on performance. Being able to quickly view Monthly, Quarterly, or Year-to-Date figures at a glance sounds like a valuable addition for tracking progress.
For now, you can access this information by heading to the Reports section and running a Profit report or Client Revenue report.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing this visibility directly into the dashboard.
-
XPH | Home Page open in a new tab when working on a tax return
Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
It's minor I know, but it's been a pain point most of today for…3 votesHi Karen, thanks for sharing this suggestion. It’s clear that having the Home Page open in a new tab while working on a tax return would make it easier to quickly check the dashboard without interrupting your flow. Being able to keep your place in a return while referencing other information sounds like a helpful way to stay efficient.
As mentioned in the thread, you can currently right click the Home link and select “Open in new tab” as a workaround. I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of making this behaviour more seamless during tax prep.
- Don't see your idea?