161 results found
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XPH - Clients etc should be clickable in all areas of XPM
Clients, jobs, contacts etc should be clickable in all areas of XPM. Im in a job, and the client is displayed to the right, I can't click it to go to the client record. Likewise, on timesheets, clients and jobs should be clickable. This saves a large amount of time.
17 votesThank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
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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.
16 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.
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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.
15 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!
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Tax Manager – Include ATO clients missing from XPM/Xero Tax in the Ready To Start list
The returns ready to start from the ATO list need to also contain clients on ATO list not in xero tax so that we can use this list as our master list to clean up ATO clients/add new ones that may have been missed.
14 votesHi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
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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.
13 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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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.
13 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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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.13 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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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
12 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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XPH | Jobs : Ability to move Job Costs (Disbursements) between jobs
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be movedThis issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as…
11 votesThanks for starting this conversation. When a cost is allocated to the wrong job, having to delete and recreate it can be time-consuming and can add extra steps to keep job costs accurate. An option to edit or move a cost between jobs would make this much simpler and reduce rework.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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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.
11 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.
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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.
11 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.
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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.
10 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.
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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…
10 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.
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Jobs - Show current and archived jobs on one page
JOBS - keep current and archived on one page, like it previously was is PM
10 votesThanks for your feedback on viewing current and archived jobs together in XPM. We appreciate you sharing how important this unified view is to your workflow.
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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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.
10 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 - Split Milestone Date and Description into separate, sortable report fields
Please could the Milestones on Reports not be consolidated into a single text field.
It would be much more useful if Reports had separate fields for:
Milestone Date
Milestone Text/NameAt the moment, the Milestone Date and Name are combined into one text field. Because of this, the field is treated as text rather than a true date field, which means sorting by date does not work properly. For example, milestones can appear in an incorrect order such as 1 May, 2 June, then 3 April.
Having the date and milestone description available as separate report fields would make reporting…
9 votesHi James, thanks for sharing your idea, and letting us know the changes that matter most for you.
We hear you that splitting these into separate, sortable fields would make it simpler to view upcoming deadlines and group milestones in a way that supports day-to-day planning.
This is now in Gaining Support so we can track interest and share with our product team how more structured milestone data could improve timeline and workload management.
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Practice | Homepage - View if a clients bank feed has a connection issue
It would be useful to easily view and take action in client orgs where a bank feed has a connection issue.
9 votesIt’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
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XPH | Jobs - Enter Time should default to last end time in your timesheet
Enter Time - you have to put in start time. It should default to your last time entry like it does under view timesheets.
9 votesThanks for sharing back on how you enter time for Jobs, Lisa. We'll start to get a gauge of others interest ion this from your idea here.
We'll keep a close watch and let you know if there are any updates planned for this here.
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XPH | Homepage time summary widget - Show 7 days
Time summary on home page. It would be great if we could have a seven day view on the main page as not all work is completed within traditional business hours.
I was sure that it showed me seven days last week but I am wondering if this updates if there are weekend entries?
Really enjoy the experience so far!
Thanks!
9 votesAppreciate your feedback, Kerry. Currently the time summary widget is based around capacity which is only Mon-Fri. However, our product team are keen to get a better sense of interest around this and will be keeping a watchful eye on the support in this idea.
I'll let you know if there are any updates.
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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.
9 votesHi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.
We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.
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