69 results found
-
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 | 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
1 voteThanks 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 | 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.
-
Search | Jobs - View budget & staff
Include budget and staff member in job search summary - as per attached
1 voteAppreciate your feedback and hearing what details would be useful for you at a glance when searching Jobs, Jess.
This isn't something we have immediate plans of but we'll track interest and let you know if there are any updates, here.
-
XPH - Ability to customise banner colour
XPH colour - can we have something a little more lively then grey? Tax isn't all that exciting as it is and the grey instead of the green that it used to be (or even a nice blue) just feels a little torturous
2 votesThanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
-
Client list - Manager column
Under the 'client' page, we really need more column options. The 13 options that are available aren't all that helpful. Why can't we have a column for address, partner, manager, group?
Struggling to see how industry classification would be helpful when searching for clients...45 votesThanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
-
XPH | Clients - Add a "Groups" tab to the Clients section
Add a Group Tab for all clients in a group
1 voteHi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
-
Tax Manager - Add Signed Status
Add a signed Status to the Left Hand Navigation so that signed returns can be quickly selected and lodged
4 votesAppreciate you sharing your feedback on the Tax Manager beta, Serge. Our product team are paying close attention to the feedback we're receiving on this to understand how we can keep developing this experience. I'll be sure to share if there are any plans for providing this visibility of the status of a return.
-
Tax Manager - Sort by Group
The Tax Manager would be improved if it could be sorted by Group, or at least allow us to add the Group column. This would enable a quick reference for one client with multiple entities.
5 votesAppreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
-
XPM - Increase spacing or relocate the "Discard" button in Timesheets to prevent accidental clicks
When you save a timesheet entry as draft, then next option of discard or save is very close together so if you don't move your cursor to the right to click on save you may inadvertently discard the timesheet entry. I think the discard option needs to be moved somewhere else.
2 votesHi everyone — thanks for flagging this! It’s clear the “Discard” button’s current spot is causing a few accidental clicks, especially after you’ve just entered your time. Losing your work like that is frustrating, and we get how it turns a quick task into extra effort.
I’ve moved this idea to Gaining Support so we can see how many of you are affected. Your votes and comments help the team understand the impact, so please keep sharing — the more feedback, the easier it is to make the layout safer and smoother.
-
Partner Hub - Ability to customise and re-order the Quick Actions menu
Quick actions are great but I would like to be able to re-order these to have the most used at the top etc
1 voteHi Stacey, we can see how much time being able to customise the Quick Action menu would save, especially when managing a large portfolio of clients.
This idea has been moved to Gaining Support so our product teams can understand the interest in this feature. We’d love to hear what other actions or pages would you like to be able to pin to your Quick Action menu? Your input helps the community and shows the value of this idea.
-
XPM - Ability to select existing clients as additional contacts
Has the ability to attach clients in the additional contact field in XPM been removed. I am no longer able to select an existing client to add to the additional contact on another clients record in XPM. If so why, this was great.
2 votesHey Christopher — thanks for suggesting this! Making it easier to add additional contacts to client records in XPH would be a really handy improvement and could save a lot of time.
Right now, it’s done manually, but a smoother approach would make managing client info quicker and simpler.
I’ve moved this idea to Gaining Support so we can see how many in the community would find it useful.
-
XPH - Add My Jobs widget to the homepage
Having to navigate to the "Job Manager" tab to view a list of all my jobs is not very practical. It would make far more sense to see all your jobs in the homepage. For the people who do not want this feature, there can be an option to hide this widget.
7 votesHi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
-
XPH - Make "Email to Client" button visible
Email client button has been hidden away in the three dots at top right. I use this everyday and it's so annoying that it's not visible anymore
1 voteThanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.
It sounds like those extra clicks at the final step of a return can really slow things down.
I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.
-
Tax Manager - Ability to export lists
Would be helpful to be able to quickly export a list from tax manager
3 votesThanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
-
XPM - Reworking visuals on Timesheets and Productivity Dashboards
Make the timesheets and productivity metrics more attractive to incentivise employees to try and increase productivity or hours worked during the day.
Currently there is no visual appeal to having a 'better timesheet', either through more hours or a higher productivity (there isn't even any green that would signify a positive).
I suggest:
Having a widget (even just a simple line graph) that changes colour based on the productivity (i.e. a higher productivity would have a brighter green, good productivity green, low productivity red etc) - With this incorporating capacity reducing time to not skew this data
Introduce a metric…
6 votesHi Kurt, thanks for taking the time to share your thoughts on the XPH dashboards.
The idea of making timesheets and productivity metrics more visually engaging is an interesting one. As you’ve pointed out, the way information is presented can influence behaviour — whether that’s encouraging more timely entries or helping people quickly understand how they’re tracking against capacity.
I’ve moved this idea into Gaining Support so we can track interest and keep the conversation together. If this is something you’d value in your practice, adding your vote or expanding on how you’d use it will help build the picture for our product teams.
-
Xero Partner Hub | Jobs - Change timer icon
The timer icon looks almost just like a circle, the hour hand is tiny, it's barely distinguishable from the magnifying glass next to it, so it's hard to know what it means. How about using a picture of a stopwatch or copy the icon used by the iphone.
2 votesThanks for your feedback, Jonathan. I'll share this back with our product team, and for now we'll track the interest from others Partners on this here.
-
XPH | Homepage - Ability to resize widgets
would be good to be able to resize the widgets to show more of what is important to us individually ie: I would like to be able to make the job widget bigger to show more jobs and shrink the time summary which is not important for my particular role
19 votesHi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
-
Workpapers - Ability to attach to multiple jobs
It would be so useful if there was an ability to have workpapers attached to multiple jobs - EG Workpapers created for the 2026 attached to all BAS/IAS jobs, FBT, Annuals
3 votesThanks for your feedback, Jess. This isn't something we have planned at this stage but we'll start to gauge the interest from community here. I'll share if there are any updates.
-
XPH | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
2 votesThanks for your feedback here, Ruby. We'll start to get a track of the interest in this through your idea here, as our product team continue to make improvements to the homepage. I'll be sure to let you know if there are any plans made.
- Don't see your idea?