136 results found
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XPH | Homepage - Create tasks and recurring tasks to show on your homepage
A function to create tasks and recurring tasks to show on your dashboard, much like Google Tasks. A basic To-Do list that shows recurring tasks that you need to complete every month for each client. This links in with XPM as a CRM system.
6 votesAppreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
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XPH | Homepage - Include Job Status in list
The Jobs List on the Old Home Page is a useful tool as it shows the status of Jobs allocated to you with out having to navigate away. This is important when more than one member of staff is allocated to a job. Allows you to know when to review or if a job has been sent for approval without navigating away from the home page.
27 votesGood to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
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XPH | Homepage - Team performance & management metrics
It would be AMAZING if we could have some useful management reports, like monthly Team Performance by staff member with KPI data (write offs $, write off %, ROI, Average charge rate, total invoiced, closing WIP) and Practice Performance over the same metrics :)
Also some dashboard widgets that show these metrics personal to the user on their home page.
9 votesAppreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
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Use of Timer for Timesheet Entry
The Timer doesn't allow you to scroll to the bottom to see the next time entry unless you are on the home page.
5 votesThanks for sharing your feedback on the new Partner Hub timer experience. This is essential for the Product team to glean what is working and what is not. We have moved this to Gaining Support so others can comment and vote on this idea and if there are any updates we will mention them here.
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Job Status - Change colour of Save button
job status Save button should be Green or Blue like other Save buttons please - alerts your eye to it.
10 votesCan totally appreciate your idea from a consistency stand point, any. I've shared this back with our product team and will let you know if there are any updates. 🙂
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Job Notifications - should show in Job Manager
Job Notifications - new notifications do not open up until you open an existing job (so we do not know that they are even there until you open the job)..Suggest Job Notifications should open when entering Job Manager (i.e. One level up).
2 votesThanks for the suggestion, Barry. Good to be hearing this sort of feedback on how we could improve your use of Jobs in Xero Partner Hub.
We'll get a sense of the interest from community in this here and I'll share if there are any changes for the notifications planned.
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Xero Partner Hub - Milestones
Where do I find the dashboard milestones - it was my due tody, and overdue milestones. I can't find them in the new dashboard.
6 votesHi Glennis, Milestones aren't available from the new Xero Partner Hub homepage, however if you'd like to use this you can still switch back to the old Dashboard.
Right now our product team are watching the feedback through this forum closely, and we'd like to gauge the interest from others for this on your idea.
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XPH - Ability to minimise Timesheet Entry from any page
The Timesheet Entry pop up on the right side of the page, Cannot be minimised outside of the Home page screen. So if you toggle to a client or to correct a job and happen to have not closed it, you can't then close it without returning to the main home screen. Despite the Cross in the corner, this appears not to work.
3 votesThanks for the feedback, Francisca - By chance have you raised this with our Xero Support team to take a closer look into as sounds more like a bug if the option is not working, and they have tools to be able to investigate.
Either way I've shared this back with our product team and will let you know if there are any updates on this here.
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Recent Organisations - ability to view recent orgs and search has gone in XPM
The beta has "Recent Organisations" in the dropdown under the practice name, but nothing is coming up and there is no ability to search.
Please can we have this reinstated - I don't want to have to go to the clients screen or Xero HQ to get to a client's Xero file every time I open up XPM
2 votesThanks for letting us know this feedback here, Nickie. I've made sure to share this back with our product team and will let you know as soon as I hear any updates. Thanks again 🙂
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Xero Partner Hub - Access to Job from Timer
I use the timer, it would be great to be able to access the job from the timer menu rather than opening job manager.
3 votesThanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊
I've shared this back with product and I'll let you know if there are any updates.
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Insights - GST filed
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.
4 votesGreat 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.
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XPH | Homepage - Widget for favourite Clients and direct link to Xero File for quick acess.
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.11 votesThanks 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.
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Jobs - View jobs on the side of screen
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.
18 votesAppreciate 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.
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Jobs - Add contrast to the new job creation design
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.
14 votesThanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
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Jobs - Reduce whitespace
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.
47 votesThanks 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.
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Practice Manager | Invoices - Invoices of all status in once screen with a Paid indicator
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.
24 votesWe 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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