161 results found
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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…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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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…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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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 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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tax manager status
At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
(1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
(2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can…3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Jobs - Navigate back to job when you cancel editing
When editing jobs if you click on cancel rather than save. It does not bring you back to the job you are editing, it brings you to the full jobs list. It should bring you back to that job.
3 votesThanks for your feedback, Karen. Can see the logic in being straight back to the job you were in rather than to the full jobs list.
While we'll get a wider sense of interest around this here , I'll be sure to update if there are any changes planned for this behaviour.
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XPH - Move Search feature back to the far right
The search feature 'Magnifying glass' on the top tool bar used used to be the far right option. Any way it can be moved back over?
3 votesHi Logan, thanks for raising this. We understand the preference to have the Search feature position on the far right of the header. For teams who use it frequently throughout the day, even small layout changes can affect established workflows.
As a tip in the meantime, you can press / on your keyboard to jump straight to the global search field without needing to navigate to it with your mouse.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are other navigation changes that have impacted your workflow, we'd love to hear more.
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XPH - Add ability to easily move and copy/duplicate timesheet entries
Allow you to move timesheets between days for if they're entered in the wrong day (it was easier to edit the day of an entry on the old system), and copy timesheets (for when working on repetative jobs rather than having to search the job every time)
3 votesHi Alex, appreciate the suggestion. We’re hearing that working with similar timesheet entries across multiple days can take a bit of extra effort, especially when you’re moving between jobs or need to correct something quickly.
At the moment, the process can involve re-entering details or recreating entries when changes are needed, and we understand how having a quicker way to handle this could help streamline day-to-day time tracking.
I’ve moved this to Gaining Support so we can track interest and make it easier for our product teams to see how many people would benefit from improvements here. We’ll keep you updated as this progresses.
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XPH - Declutter header by separating Help/Notifications from other action buttons
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.
3 votesHi everyone, thanks for the suggestion. We get that as more tools are added to the practice header, things can start to feel a bit crowded.
Separating Help and Notifications from your main action buttons could create a cleaner layout and make it easier to focus on the tools you use most often.
I’ve moved this to Gaining Support so we can track interest and share with our product team how this could improve clarity and everyday usability in Xero Partner Hub.
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XPH - Practice-wide Billable Hours widget with Client dollar-value breakdown
On the billable hours widget add the ability to show billable hours for all staff, also to show by client and the timeframe should be daily,weekly,monthly
3 votesHi team, thanks for outlining this suggestion.Having a clear view of billable hours alongside a client-level dollar breakdown would make it easier to stay across how the practice is tracking day to day. Seeing that information directly in the dashboard would also help connect time spent with value, without needing to jump between reports.
Right now, the closest way to get this view is by running the Billable Time report.
I’ve moved this idea to Gaining Support so we can keep track of interest and give our product teams a better sense of how helpful this would be in practice.
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XPH | Home Page open in a new tab when working on a tax return
Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
It's minor I know, but it's been a pain point most of today for…3 votesHi Karen, thanks for sharing this suggestion. It’s clear that having the Home Page open in a new tab while working on a tax return would make it easier to quickly check the dashboard without interrupting your flow. Being able to keep your place in a return while referencing other information sounds like a helpful way to stay efficient.
As mentioned in the thread, you can currently right click the Home link and select “Open in new tab” as a workaround. I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of making this behaviour more seamless during tax prep.
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Tax Manager - Add button to request Income Tax Client report directly from the "Ready to Start" screen
have a button within the 'ready to start' screen that requests the income tax client report list (per article: https://central.xero.com/s/article/Income-Tax-Client-report#ViewtheIncomeTaxClientreportdetailsinReportBuilder), and the ability to bring in all the client tax returns ready to file (where not already brought in)
3 votesWe appreciate you sharing this idea, Bec! We understand that having to leave the Tax Manager just to pull a client report can slow you down when you’re ready to work on a return. A direct "Request Report" button on the Ready to Start screen would make the pre-filing process more seamless and help you stay focused.
Currently, the workaround is to open a separate tab or go to the Reports menu to run the Income Tax Client report manually. We’ve moved this idea to Gaining Support so we can track interest and show our product teams how this simple shortcut could speed up your tax preparation workflow.
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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.
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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
3 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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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesThanks for responding to my update, Sue. Apologies it's taken a little to get back to you here
Just want to check if we're referring to the same thing here - can you please explain where you're selecting Dec/Jan for filing an annual return?
In XPM/XPH in Clients > Business section, there's a month picker labelled as Balance Date - this is what Tax uses.
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Xero Partner Hub - Access to Job from Timer
I use the timer, it would be great to be able to access the job from the timer menu rather than opening job manager.
3 votesThanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊
I've shared this back with product and I'll let you know if there are any updates.
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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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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.
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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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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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 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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