189 results found
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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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XPH | Staff - Unable to scroll when adding time
When adding time you only get to view 11 "my jobs" and you cant scroll to see the rest. This functionality was in XPM but is no longer in the hub
4 votesHi team, thank you for raising this with us.
Generally when something isn't working as expected it's best to raise a case with our Xero Support team through Xero Central.
That said, we really appreciate your highlighting this with us and it's something our product team are looking into a fix for. I'll update here once resolved.
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XPH - Pin Client Search bar and Timer to screen edge for continuous visibility
Allow users to pin the Client Search bar and Timer on the Righthand side of the screen so they remain visible and accessible regardless of which screen the user is working on.
This should result in easier time tracking with the timer always visible and available.
4 votesThanks for raising this. We understand the request to make the Timer and Client Search bar persistent across the page, so they're available without needing to scroll back to the top.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this is something you'd find useful, share how you’d like these controls positioned.
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AU Tax - Send bulk signature reminders for outstanding tax returns
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.
4 votesThanks for bringing this suggestion to the community.
Being able to send signature reminders in bulk could help practices follow up on outstanding tax returns. This could make managing client approvals more efficient when there are a large number of returns to follow up.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, share how you’d like the bulk reminder process to work.
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Tax Manager - Add custom fields as columns
Currently, custom fields can be created in XPM but can't be added as columns in Tax Manager or Job Manager list views. This means practices have to open each job individually, or export to Excel or run a custom report, just to see custom field data alongside standard job information. This has already been raised for Job Manager, where practices have asked for the same thing since 2023.
We'd like the option to select which custom fields appear as columns in these list views, the same way custom fields already work in the Clients list.
Example use case: Many practices…
4 votesReally appreciate the insight and use case you've provided on why you'd like to be able to add custom fields within Tax Manager here.
Developing this options within Tax Manager and Job Manager would most likely be done separately and we have another idea around being able to add these within Job Manager that users can vote for - Michelle as you raised the detail here I've already added your vote to the other idea so you're kept in the loop there, too.
We're just getting a gauge of the interest for now, but I'll share if there are any updates here.
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Tax Manager NZ - 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…
4 votesThanks for raising this and for explaining the difference between XPM and IRD’s UOMI calculation. We’re moving this idea to Gaining Support so we can understand how broadly this issue is affecting customers and gather more votes and feedback. This status change doesn’t mean the feature is currently in development, but continued support will help inform future prioritisation.
If others are experiencing the same issue, please vote for the idea and share any relevant details in the comments.
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XPH - Activity Statement widget bar should redirect to a filtered AS list
Where there is a widget showing the BAS returns required to be prepared for the Quarter, would it be possible to tap onto that Bar Chart, so that it hsows the names of the entities or takes you to the listing of the entities to have their returns prepared?
4 votesThanks for highlighting this idea, Michael. Being able to select a section of the Activity Statement widget and go straight to a filtered list could help reduce a few extra steps when managing work from the dashboard.
For now, clicking on the Go to tax link will redirect you to the Tax Returns list.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd find this useful, add your vote and share which widget sections you'd expect to take you directly to filtered results.
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XPH Client record - Add a counter to the Documents tab
Please add a counter to the Documents tab in the Client window, same as the counter for Jobs, Quotes, Invoices and Notes. A counter appears only when you have opened the Documents tab.
4 votesThanks so much for sharing this idea ✨ — it’s a really helpful suggestion.
We can see how having a visible counter on the Documents tab, like you already do for Jobs, Quotes, Invoices and Notes, would make the client record easier to scan at a glance.
We’ve now opened this idea up for other community members to vote on and comment on as well, so we can better understand how much interest there is from the wider community. Thanks again for taking the time to share your feedback with us.
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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?
4 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 - Reduce the size of the Timer screen
When you click to start the timer in Xero Partner Hub, the pop-up box fills 1/3 of the screen. It blocks access to items on the right hand side of the page underneath (for example the 'go to xero' from the insights page or the 'next page' arrow in the clients list). The only way to fix it is to scroll back up to the top of the page, minimise the timer, and scroll back down.
I would prefer to have the timer box open when I'm working, but while it fills so much of the screen it isn't practical…4 votesHi Antonia, thanks for highlighting this. We can see how a more compact timer could make it easier to track time without taking up screen space while you work.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows or pages where the timer is most disruptive, we'd love to hear more about them.
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Xero Partner Hub | Homepage - Add in a Work in Progress Widget
Next to monitoring Debtors, Work In Progress is one of the most important areas of a Practice to monitor. If this figure is not not regularly evaluated, then Cash Flow is directly affected, which will be of concern particularly over the next 2 years.
Again this is directly tied in with Client Jobs and their various DeadlinesAlso I have seen quite a number of Practices sold, with a large WIP that should have been completed and converted into Debtors.
4 votesHi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
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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…4 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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Partner Hub - Ability to 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
4 votesHi 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.
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XPH - Add a direct shortcut to enabled practice from the homepage
It would be useful as a business owner to be able to access our firms blue xero file directly from the new homepage, similar to how we can for clients and there blue files.
4 votesHi Kat, thank you for the suggestion! A shortcut to your enabled practice organisation could cut down on repetitive clicks and speed up everyday tasks. We understand that partners often need quick access, so a single-click option makes sense.
For now, the closest workaround is the Organisation Switcher’s “Recent” list or a browser bookmark for your practice dashboard. These give faster access while the homepage doesn’t yet have a dedicated button.
We’ve moved this idea to ‘Gaining Support’ so our product team can track interest in a direct shortcut from the homepage.
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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
4 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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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.
4 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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Dashboard - Weekly hours remaining widget
A way to update how many hours left per week are shown on the dashboard would be good. I know a lot more people work flexibly, and this way they could see how many hours below the total required they are (e.g. 38 hours per week). Just makes it easier when you're managing time during the week
4 votesThanks for sharing your idea with us!
I’ve had a look through your suggestion, and I can definitely see how a "hours remaining" tracker would be a huge help for those of us balancing flexible schedules.
I’ve assessed your post against our community criteria and have moved it to Gaining Support. This means other members can now vote on it and share their own feedback, which helps our product teams understand the demand for this feature.
To make it easier for others to find and support your idea, I’ve updated the title slightly to: Dashboard - Weekly hours remaining widget
In the meantime, while we don't have a live tracker on the main dashboard, you might find the Xero Me mobile app or the Projects tab useful for keeping a closer eye on your logged time during the week.
We’ll keep an eye on how much interest this gains…
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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
4 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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Insights - GST filed
It would be great to see which clients still needed their GST returns filed by a specific due date. This way we could preempt any returns not filed before the due date.
4 votesGreat to hear the different uses our Partners are thinking of with Insights, Sam. Appreciate your feedback.
Right now we're gauging interest from the community here but I'll let you know if there are any updates coming that'd help with this view for you.
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AU Tax - All Tab for All Returns
Have an "All" Tab that is actually all of the returns. So when searching you're not having to search within In Progress tab and then again within Filed Tab to check on what searching for.
An ALL tab that is all of the returns (including filtering option of type/period)
3 votesThanks for sharing this idea wiht us , we appreciate the time taken to do so. We can see how an All Returns view could make it easier to work across In Progress and Filed returns without switching between tabs. This idea is now open for community support, so others can vote and add comments with their use cases. We’ll keep an eye on the feedback and engagement to help us understand the broader need.
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