142 results found
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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.
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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.
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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.
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XPH - Automatically remove identical addresses on client profiles
When the client contact details have been imported in this change (specifically businesses or entities), it has brought in every client address, now on some client profiles, it shows 4 of the same street address and 4 of the same postal address. Could this return to show only one of each to reduce the repetition and confusion.
2 votesHi Briony, appreciate your sharing here! We can see how removing the duplicate address would make client profiles feel simpler and more streamlined. When you’re managing a large number of clients, every bit of clarity on the screen helps you focus on what matters most.
Having the same address listed twice can make profiles feel cluttered and, occasionally, create confusion if one gets updated and the other doesn’t. A cleaner view that only shows unique information would make it easier to scan and manage client details.
We’ve moved this idea to Gaining Support so our product teams can see how valuable a more streamlined client profile would be.
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Practice Manager - Ability to navigate prior weeks on the Time Summary graph
We love the graphical representation of the weekly timesheet. However, we would love to be able to navigate to prior weeks to also view them as a graph
2 votesHi there!
Thanks for sharing your idea with us!
Since there’s currently no way to toggle date ranges directly within that dashboard widget, I’ve classified this as Gaining Support to see how much interest it gathers from the rest of the community.
I’ve updated your idea title to Practice Manager - Ability to navigate prior weeks on the Time Summary graph to make it easier for others to find and vote on.
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Practice Tools - Display Client Code in the Client record header
Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??
2 votesHi there,
Thank you for raising this!
With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.
It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.
I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.
A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.
Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…
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XPM - Inline editing for job due dates on the Jobs dashboard and Client tabs
It would be good to have the ability to quickly update the due date of a job either directly from the XPH homepage under the 'Jobs assigned to me as staff' or from the client 'Jobs' section without having to go into each job and edit the due date. Or both options would be great too!
2 votesThanks for your feedback! Your idea has been reviewed and is now open for community support.
To help it gain momentum, please share it with your colleagues so they can cast their votes. Community members can now also comment on your post to share how this feature would improve their workflow in Xero.
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Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget
Ability to scroll through jobs on Dashboard.
List in Widget to be able to scroll through.
2 votesHi Jacqui,
Thanks for this suggestion! I’ve moved your idea into Gaining Support.
Currently, the Projects widget on the dashboard only shows a handful of your most recent or active jobs. If you have a larger list, you have to click away from the dashboard to see them all.
I can see how a scrollable list would be a huge benefit for project managers who want to keep an eye on everything from one screen! I’ve updated the title to "Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget" to help other members find and vote for it.
Quick Tip for now: Don't forget that you can also use the JAX (Just Ask Xero) assistant on your dashboard. You can ask "Show me the status of [Project Name]" to get a quick update without leaving the page while we wait for more votes on this idea!
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XPH - Show job notes number in red
Notes on Job to be RED
2 votesThanks for sharing this idea about making job notes more visible in Partner Hub.
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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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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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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XPM: Practice - Timesheets: Enter Timesheet: Defaulting Dates and Amending Time Entries
When entering a Timesheet, the date keeps defaulting to the first day of the week (Monday) in the timesheet. Even when manually changing the date, at times if the window is left idle for too long it defaults back to the Monday again causing problems with times for each day if you don't notice it has changed. Then when you identify the entry that is incorrect if you drill into it from the timesheet to correct it, it doesn't return you back to the Enter Timesheet window, it returns you to the Job. This is not very efficient and is…
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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Workpapers - Notes
Workpapers - Notes
I (eventually) found how to export notes, but (1) when I export I would like to include the Account Name as well as the account code. Otherwise the queries would need to be worded with more detail in them.
(2) The format of the report could be improved - it already has "Client Query" as a heading, that doesn't need to be repeated on every single query.
(3) Also hoping these will be exportable to Xero Ask or some format that allows a response by the client to be attached to the specific query.
(4) Can we…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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Help & Notifications
The help and notifications buttons should be in a separate section. It is more user friendly to have just the search, timesheet and JAX buttons in the top right of the screen.
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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XPM - Staff Monitoring - Staff timesheets
I propose introducing a “Staff Dashboard” that provides a simple weekly view of each staff member’s timesheet, showing what they worked on and how many hours were recorded. For each job, it should also show the total hours spent by the individual, the total hours on the engagement, and the budgeted hours. This would allow managers to quickly understand both staff activity and whether jobs are running within budget.
In addition, there should be better reporting to compare similar jobs across periods, helping identify inefficiencies and improve pricing. Overall, timesheet reporting needs to be more practical and insightful, as time…
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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item count
Counts of items in FILED Categories
Item counts have recently been added to In Progress TAB
Please finish the job and add counts to FILED
(and Ready to Start?)
This is a useful metric for us1 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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Need 1 click access to xpm from xero home page
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
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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Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
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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Custom fields of archived clients still show up in reports
Currently, when a client is archived, custom fields continue to show up in a customised report (even when "Exclude Archived Clients" is selected). Please ensure that when creating a report relating to custom fields, and selecting "Exclude archived clients", that the custom fields of archived clients don't show up in the report.
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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archive filed returns
Tax manager has three tabs under Filed returns 'all', 'filed' and 'archived'. Historically, I have always archived my returns in XPM once they are sucessfully filed / paid. I can still easily do that under the 'Returns' menu - but not under Tax Manager. I need to open the individual return to archive it.
Please allow this to be done in bulk1 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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