17 results found
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Problem: Staff in Partner Hub have too much access. There’s no way to limit junior staff to only certain clients or tasks. Solution: Add
Problem:
Right now staff permissions in Partner Hub are too broad. I can't limit what junior staff see.Solution:
Add more detailed permission levels for staff - like view only, edit quotes only, no billing access.Benefit:
This would make our practice more secure and compliant.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Download trust refunds from ATO
Is it possible to have a down load directly from the ATO when they pay out a client refund into your trust account. It is very time consuming trying to match payments with clients without this information.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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tax manager
Have a drop down menu on the Status to change between waiting to be filed to completed, at a visual see if there's any money owing on the clients file. Saves having multiple screens open and jumping between clients to change status and check for payment.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Suspended Returns Filter & Save Filter
Suspended Returns Filter - so we can filter these and see as a whole which returns are suspended also showing the date suspended / reason etc. Saving this filter along with all filter options to be saved for future quick reference.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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send bulk sign reminders
The ability to select multiple 'out to sign' returns and send a bulk reminder to sign. I know it automatically sends reminders but they stop after a few weeks.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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with the jobs widget could we have teh option of the client name, the job number gives very little real infomation at a glance.
With the jobs widget could we have the option of the client name, the job number gives very little real information at a glance and also the state of the job in the widget. maybe we cold make it a smaller or bigger box based on the detail level required like the client widget and tax widgets
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow custom fields to be added as columns in Tax Manager (and Job Manager)
Currently, custom fields can be created in XPM but can't be added as columns in Tax Manager or Job Manager list views. This means practices have to open each job individually, or export to Excel or run a custom report, just to see custom field data alongside standard job information. This has already been raised for Job Manager, where practices have asked for the same thing since 2023.
We'd like the option to select which custom fields appear as columns in these list views, the same way custom fields already work in the Clients list.
Example use case: Many practices…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPM Tax Manager Filters
Creating and saving custom filters in the new XPM tax manager.
The new tax manager is great and the 'ready to start' feature is fantastic however this is going to eventually replace the current tax return section in XPM. We currently create and save custom filters in this section. Whilst I can see the new tax manager has the same functionality for filtering returns, you cannot save these as custom filters, once you leave this section the filter removes.4 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Tax manager - Split signing by client and by partner into separate steps
We had this issue with the original XPM where the signing by the client and signing by the partner are in the same "to sign" step. There should be a step for "out to sign" with the client so returns aren't accidentally lodged that haven't received the client's signature.
4 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Column Sorting
It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.
Also with the email addresses, this should be interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Use of Money Calculation
We have found that there is a difference in the use of money calculation (UOMI) in an income tax return in XPM and what is expected by NZ IRD.
We sent this as a case to Xero and we received feedback advising that the XPM UOMI calculation is simpler than IRD's and that we should rely on IRD's more precise calculation. However, when an income tax return is filed very close to the final filing date and IRD take more than a week to process it we are solely relying on the UOMI calculation in XPM to advise the client…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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When a new field is added into XPM by Xero it would be appreciated if this is also added into the custom re
When a new field is added into XPM by Xero it would be appreciated if this could also be added into the custom reports options at the same time. New fields are great but currently there is a delay in them being added into custom reports e.g. date of death, place of birth.
To mitigate this we have to create a custom field so that is reportable while we wait for Xero to add the 'new field' to custom reports. Having two fields for the same information is increasing our workload, and increasing our chances of information not being added…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Trading Name
Can we please have a trading name in the client section of XPM.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Tax returns - Notes: Add and Display
In a tax return we have the option to Add notes. When we add them, we can't see them without clicking into them. I use Notes to say if a return is manually signed.
My suggestions are:
1. Logically the option to Add Note should be immediately above the History listing (ie on the line where the View Notes toggle is) so users don't have to hunt around for it.
2. The Note details (ie the text of the Note) should be visible in the listing, not behind another link.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Declutter the Edit Client Details screen in XPH with boxes appearing only if certain options are selected rather than always being present
The edit client details tab in XPH doesn't seem logically set out and asks for non-relevant information. For example, even if you select a 'sole trader' or 'individual' for the business structure, it still displays a box to enter a company number and then at the bottom of the page a whole section on 'Company Info and Company Tax'? Would it not be be better for the business structure question to then determine the information that's required rather than it always being present? Similarly, if the client is not VAT registered or doesn't have a Payroll scheme, don't ask for…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Project Assignment Report at Line-Item Level
Currently, Xero provides a report that lists bills where no project has been assigned. However, this report flags any bill that contains at least one line item without a project assignment.
In many cases, not every line item on a bill needs to be charged to a project. Some line items are intentionally left without a project, while others must be assigned. Because of this, the current report includes bills that are only partially assigned, making it difficult to identify the specific line items that still require project allocation.
It would be helpful to have a report that identifies project…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Partner Hub - Job summary filter
Would it be possible to have more filter options available in the Job Summary widget? It would be beneficial to be able to filter by job or client.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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