189 results found
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Tax Manager - Bulk update return statuses and view outstanding payment balances
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.
3 votesHi everyone, thanks for sharing your feedback here. We understand the value of being able to manage return statuses and payment information from the main Tax Manager view.
For practices working through many returns at once, bulk status updates could make it easier to keep the list up to date, while showing outstanding balances could give you a quick reference when following up with clients.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you’d find this useful, add your vote and share how you currently manage these tasks.
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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 votesThanks for taking the time to suggest this. We understand the request for a detailed Project Assignment Report that shows individual transaction lines. This could make checking project allocations more efficient.
We’ve updated this idea to Gaining Support. If this change could improve your project reporting, add your vote and let us know what information you’d like to see.
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Partner Hub Homepage - Add Tax Year Filter Tax lodgment's widget
That the tax lodgements widget on the XERO Partner Hub Dashboard is able to be filtered by tax year
3 votesThanks so much for taking the time to share this idea with us 🌟. We really appreciate you explaining what you'd like to see here, and we can understand how having this available would make things easier.
We've now moved this idea into Gaining Support so other customers can vote on it and add their feedback too. This helps us better understand how many people this would help, the different ways it's being used, and the overall level of interest from the community.
Your feedback is really valuable in helping us build a clearer picture of what matters most to customers, so thanks again for taking the time to raise it and share your thoughts.
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XPH | Jobs - Display multiple allocated staff members in the 'Staff Assigned' column on the Job Manager screen
I would like to see at a glance the staff assigned to each job and there is a Staff Assigned column in Job Manager which should enable this. It should list all staff names, or at least the top three. Currently, it only shows one name which is useless, especially as that name is myself as I am first in alphabetical order and as my name is also shown in the manager and partner columns. So I can see my name in three columns and no other staff names!
There is a + sign which can be clicked on to…
3 votesThanks for starting this conversation. We understand the request to show all assigned staff in the Staff Assigned column in Job Manager, rather than only the primary staff member. Having everyone visible at a glance could make it easier to review job allocations without opening each job.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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AU Tax - Lodgement widget due dates matches ATO
Lodgements Widget - match ATO due date from the client screen rather than in tax return - OR auto update unlodged tax returns when sync from ATO is done.
Ours is now all out of whack now that we have applied for lodgement extensions. The due date is correct on the client screen, but it doesn't automatically update unlodged tax returns so the widget is now giving incorrect information about our lodgement stats. ATO has correct figures.
3 votesHi Fleur, thanks for raising this idea. We understand why having lodgement widget due dates align with ATO statutory deadlines could be useful when managing multiple client obligations.
The idea is to update the Lodgement widget so the due dates used match the official ATO deadlines, helping practices track upcoming lodgements with greater confidence.
We encourage the community to vote on this idea if you’d find this compliance workflow improvement useful.
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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 | Jobs widget - Ability to sort and group jobs by Partner or Manager
Homepage
Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.3 votesWe can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.
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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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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Xero Tax (UK) - MTD for IT running total on homepage
Include MTD running total for self-employed and landlords.
Tracking tax payable can help inform decisions about, for example, pension contributions, investing in property upgrades or paying off mortgages that affect tax bills.3 votesThanks for sharing this idea about MTD running totals for self-employed individuals and landlords.
We appreciate you highlighting how visibility into tax payable could support financial planning decisions.
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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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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Please reinstate the ability to drill down for invoicing owing
Please reinstate the ability to view and drill-down on 'invoices owing to you' from the home screen. We could click on each bar on the bar graph within 'invoices owed to you'.
and quickly view actual invoices outstanding (by age) and then drill down further to view each invoice.
This made it real easy to send payment reminders to customers and quickly and easily see invoices by line. For some unknown reason, this functionality has been deleted with the latest update.
Now only option is to run an aged receivables summary report, but it is so clunky and requires numerous…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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Tax Manager - Add custom field to search filter etc
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to…
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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Tax Status Widget - NZ
While filtering for Income tax and Sales tax is a great feature on the widget, can the IR526 returns be removed from the Income Tax tab? IR526 is not an income tax return and it shouldn't be included in the stats.
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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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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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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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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