162 results found
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Books health - Ability to add own due dates for each client
It'd be good to be able to set a due date that reflects the work required for each client.
As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health1 voteHi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.
For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.
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Books health - Ability to send multiple chases for the same client
It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.1 voteHi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.
We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.
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Client Insights - Filter for Manager
under Client Insights, would be nice to have a filter by client manager, so each client manager can see and analyse their own clients portfolio rather than all clients.
1 voteThanks for sharing your feedback, Yogi. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll get a gauge of the interest here and I'll share if there are any updates planned for this.
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NZ payroll: timesheet widget
It would be great to have an option to pin the Timesheet panel within the dashboard so it remains visible alongside the other widgets. At the moment, the Timesheet overlays part of the dashboard and covers other widgets. Ideally, when pinned, the dashboard widgets would automatically shift to the left and resize accordingly, allowing the Timesheet and all widgets to be viewed simultaneously without obstructing each other.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Partner Hub | Homepage - Tracking
Reports and charts on dashboard need to have filter/option to view based on Partner Tracking / Code rather than entire practice/business.
1 voteHi Reece, just to get a better picture of your idea here. When you refer to tracking on he Xero Partner Hub Homepage - is there a particular widget you'd find this most helpful for?
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Xero Tax - Retain suspension reason history and notes after suspension is removed
when the suspension is removed you can no longer see why that return was suspended. it would be very helpful if the reason for suspending the return stayed in the history like a note. so when you look back you can see what issues that return had.
4 votesThanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
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XPH | Timesheets - Change behaviour of arrows on timer
The Left Arrow is the first thing we would naturally think to click when we want to enter a separate time entry while keeping the timer running. However, clicking it causes the timer to disappear and stops recording altogether.
You can keep the timer running by clicking “Save and Keep Recording,” but this doesn’t feel intuitive as the arrow. There’s also nothing on the Left Arrow indicating that clicking it will cause the current time recording to be lost. In practice, it seems to function similarly to the “Discard” option, which makes the expected behaviour even less clear.
It would…
2 votesThanks for your idea, Ana. Appreciate users expectation of actions in the product can differ and making this arrow more clearly stated would help with interpretation and use.
We don't have immediate plans for changing this, however we'd like to get a wider sense of interest. I'll share if there are any updates around this, here.
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XPH | Homepage - Display Job Milestones via a dedicated home widget
We use milestones on jobs to prompt staff as a reminder such a following up a small matter and these are displayed on the dashboard of the home. These milestones no longer appear anywhere except buried in the job they are part of so it would be nice if they could be displayed via a widget or list on the home page?
2 votesThanks for raising this suggestion. Bringing Job Milestones to the homepage could make it easier to keep track of upcoming tasks and deadlines from one place.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would improve your workflow, add your vote and share which milestone information you’d want to see at a glance.
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Jobs - Keyboard shortcut for editing jobs
I have to edit jobs quite often and it would be amazing if there was a shortcut key to edit the job. Xero Blue has a short cut key of Alt + Shift +D to edit an invoice. I think it would really streamline some processes if there were shortcut key options for XPM.
1 voteHi Emily, thanks for bringing this to the community. We understand the request for keyboard shortcut to edit job details in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and share how you’d like the shortcut to work.
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Jobs - Upload document attachments directly to Job Costs
The Job Cost tab, can you add an upload function for document attachment - we want to add the invoice that you are on charging on to the client
1 voteThanks for sharing this idea. We understand the request to upload documents directly to Job Costs within a job.
Having the supporting invoice or other document attached to the specific cost could make it easier to reference source information when reviewing or charging expenses.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the attachment.
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Tax Manager - Allow suspended tax returns to be progressed to Signed status without removing suspension
In the old return manager, it is possible to push suspended tax returns from approved through to the signed stage and this is where they would lock. In the new tax manager, when the return is approved then suspended, it is not possible to push through to signed.
Can the new tax manager adopt the old previous ability so there is no back and forth or suspended / removing suspension then adding it back?6 votesAppreciate you raising this suggestion, Britney. Having the ability to move a suspended return directly to Signed could remove the need to temporarily change its suspension status.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your practice, add your vote and let us know how you currently manage these returns.
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Client - Filter clients by Client Group
IN partner hub, would be good if can filter by CLIENT GROUP, in XPM it was possible but only from the screen in GROUPS to save a sticky one at top, can we get column in clients that links the group so we can helicopter the whole client view quickly as my 1st bookmark its' where I start.
But the filter also needs to be by PARTNER/TEAM so that I can see mine not just the whole firms.
What is total client WIP, all jobs for the client, all invoices across client group2 votesHi James, thanks for sharing this idea. We understand the request to filter the main client list by Client Group. Having this filter available could make it easier to get a quick view of the clients and work managed by a particular team or portfolio.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which filters you’d find most useful.
I've also added your vote to a similar idea below that suggested Client Manager and Client Partner filter:
Practice tools - Filters for Client Partner and Client Manager
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Navigation - Distinguish visual design and spacing between Search and Time buttons
the time and search buttons look too much the same and are too close together - a real nuisance when using these regularly and clicking on the wrong button
2 votesThanks for sharing your feedback here. Clearer icons or additional spacing between the Search and Time buttons in XPH could help reduce misclicks.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your day-to-day use of Xero Practice Manager, add your vote and share your preferred layout.
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XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
1 voteHi Ashley, thanks for bringing this to the community. Having customisable insights could make it easier to monitor specific areas of a client's performance in a glance.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us which accounts or metrics you’d want to see.
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AU Payroll: timesheet widget
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Tax Au - Lodgment Comparison
On the Lodgements - show comparision to the same time last year to obtain an assessment of whether you are on target or not.
2 votesHi everyone, thanks for sharing this idea about comparing lodgement progress with the same point last year. We appreciate you explaining how this could help practices understand whether they’re on track with their lodgement targets.
This idea is now, open for community support through votes and comments. We encourage others who would find this useful to add their votes and share how they’d use this comparison in their practice. Your feedback helps us understand the level of interest and impact of this request ✨.
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XPH Homepage - Filter Jobs by Staff and be able to track Timesheets
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteThanks for sharing this idea. It’s now open for votes and comments, so please upvote it and add any details about how you’d like to see staff time entry tracked, including visibility of each staff member and when they enter time in a timesheet. Your feedback helps us better understand the need and assess the opportunity. 😊
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Tax Manager - Highlight the Errors tab
When there are errored tax returns, the tab that appears needs to be different (different colour etc) than the other tabs around it.
The old returns view had the tab font coloured red, so it was easily identifiable as out of the ordinary.
The new Tax Manager view is now the exact same font and court as the other tabs, and is not easily noticed. This section needs to be highlighted, whether with a coloured bubble around the wording or a different colour font. If it is the same exact font as everything else on the page, it doesn't stand…4 votesAppreciate how having the Errors tab different to the other tabs would help draw attention to returns that need attention, Amelia.
We'll update here if there are any plans to make a change here.
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Homepage - Default filter preference and full scrolling on Partner Hub Jobs widget
In the new partner hub, when I filter the jobs widget to just show my jobs I would like that setting to remain. It seems to go back to all jobs if I go out and come back in. Also it would be useful if I could scroll down to see all my jobs directly in the widget.
2 votesThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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Ability when filtering for "is not"
When a firm has multiple managers, partners, job categories, Job Status it would be good to tick an option at the top of the filter to say "is not" or "exclude" then you can apply less filters to get your result.
Eg show me all jobs for me as partner, except for one (or two) job managers, with all status (except for one or two)1 voteThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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