189 results found
-
XPM - Staff Monitoring - Staff timesheets
I propose introducing a “Staff Dashboard” that provides a simple weekly view of each staff member’s timesheet, showing what they worked on and how many hours were recorded. For each job, it should also show the total hours spent by the individual, the total hours on the engagement, and the budgeted hours. This would allow managers to quickly understand both staff activity and whether jobs are running within budget.
In addition, there should be better reporting to compare similar jobs across periods, helping identify inefficiencies and improve pricing. Overall, timesheet reporting needs to be more practical and insightful, as time…
6 votesThank you for taking the time to share such a great idea ✨ We’ve moved this to ‘Gaining support’ so it can gather votes and comments from other practices, which we use to help shape our product roadmap. All you need to do now is get friends and colleagues to vote and/or comment.
-
XPH - color-coding and distinct tab titles for Tax vs. Practice modules
Previously, the tab colours were green when in XPM and blue when in a tax return, which was a really helpful visual cue.
Now that all tabs are black/grey, it’s much harder to quickly distinguish between them, especially when working across multiple tabs and jumping between information and returns.
Would it be possible to reintroduce a different tab colour when in a tax return?
25 votesHi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
-
XPH | Tax Manager - Add numerical item counts to all status category headers
Counts of items in FILED Categories
Item counts have recently been added to In Progress TAB
Please finish the job and add counts to FILED
(and Ready to Start?)
This is a useful metric for us5 votesHi Serge. thanks for highlighting this. We understand how helpful it would be to see item counts in each status at a glance when managing your workload.
Adding counts to headers like “Ready to Start,” “In Progress,” and “Filed” would make it much easier to track volumes without extra clicks or scrolling.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve day-to-day visibility in Tax Manager.
-
XPH | Navigation - Add a one-click shortcut to XPH from the main Xero homepage
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
1 voteHi Shery, appreciate your suggestion. We understand that when you’re switching between client work and your practice dashboard, quick access really matters.
While you can get to practice tools through the organisation menu today, having a one-click shortcut to the Xero Partner Hub from the homepage would make things faster and more seamless.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve the day-to-day experience.
-
Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
6 votesHi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
-
XPH - Ability to add Client Image/Picture/Logo
The recent UI improvements in XPM have come at the expense of being able to upload a picture of the client or the business logo to XPM. This was a great feature an one that made XPM more fun to use.
When staff are working on a client, they can see what they look like and that the client name and code is a person not a taxpayer. This was an excellent feature and for the life of me I cannot understand why this has been removed. The old images are still there but you can no longer change or…
1 voteAppreciate your idea, Craig. A client logo or image field would make it easier to distinguish clients at a glance and add a more visual layer to the client record.
Currently, you can attach files to a client, but there isn’t a dedicated image display option. I’ve moved this to Gaining Support so we can share it with our product teams.
-
Jobs - Multiple clients applied to one job
Should be able to Apply multiple clients to a job - In the case of a couple, it would be a lot easier to be able to apply one job for both individuals as the meetings and communication if often done together and the returns completed at the same time.
1 voteThanks for your feedback and the detail of why this idea would be helpful for you, Jocelyn. It'll be good to get an idea of the interest from other practice users in this here. I'll share if there are any updates.
-
XPH - Multiple Master Admin
Multiple Master Admin
We need to have the option of multiple master admin! I am in a small practice and it makes it quite difficult to not have the few directors have then same access.
20 votesHi Jocelyn, appreciate the suggestion. Relying on a single Master Admin can create a bottleneck and adds risk if that person is unavailable. We understand that allowing multiple Master Admins would help share responsibility and improve continuity across the practice.
At the moment, Master Admin role is limited to one user. However, you can look into the Administrator role for the meantime. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
-
XPH | Tax Manager - Waiting on information tab
add a waiting on information tab in XPM tax screen which is linked to the suspended button in return
2 votesThanks for sharing your idea, Sharelle. We have a close eye on the feedback we're receiving about new Tax Manager. If there is any progress for this we will share with you here.
-
XPH - Restrict tag creation to Practice Administrators only
Client Notes in XPM, Tags should be a list controlled by the Practice administrator.
Not a list that every user can add to.
The tags very quickly become useless as every user just adds their own version of the same tag, one will call it "Phone Call", then "Phone Calls", then "Phone Call out", and so on and so forth so you end up 10 tag for phone calls, some call it "File Note" the "File Notes" and then "Notes" we already have 40 tags with 2/3 being for the same thing.1 voteHi Christopher, it is clear that unrestricted tag creation can lead to duplicates or inconsistent naming, making reporting and searching harder to manage. Limiting tag creation to Practice Administrators would help keep things more consistent across clients and jobs.
At the moment, any user with access can create tags. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
-
XPH | Clients - Sync note for related entities within a Client Group
Would be extremely helpful if client notes were able to be seen for all entities in a group instead of only at the client level.
1 voteHi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.
A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.
At the moment, notes are added and maintained at the individual client level.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
-
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.
12 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.
-
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.
14 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.3 votesWe 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.
9 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.
- Don't see your idea?