142 results found
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More Options in Relationship area for AML compliance
With AML/CTF we need more options in the relationship area so that the "Know your client" data is more accurate.
Shareholder - can we have class and number of shares held
Beneficiary - can we have primary/designated and secondary as options1 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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lodgements widget
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.
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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Information and links gone from Group view
Previously in the Group view, we were able to view all Jobs, Invoices, and WIP for the Group. This is integral for our processes. Now in the Group view, you can only see the members of the Group, nothing else. Can you please bring back the Jobs, Invoices, and WIP lists?
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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Import task from Asana to XPH
We have been working in Asana for a long time, so I would like to move XPH, so it will be very useful importa asana taskt to xph jobs
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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job summary
Would it be possible to have more filter options available in the Job Summary widget?
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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Add Gatekeeper functionality to the HUB
It would be great to add the Gatekeeper functionality to the Xero Hub
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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Automating Recurring Compliance Jobs When Adding a New Client (SA Compliance Focus)
Suggestion:
When onboarding a new client in Xero, it would significantly improve efficiency if recurring compliance jobs could be automatically generated based on a few initial inputs.
For example, during client setup, include fields such as:
Company registration date
Is the company registered for PAYE? (Yes/No)
VAT registered? (Yes/No)
UIF registered? (Yes/No)Based on these selections, Xero could automatically generate recurring jobs with the correct deadlines aligned to South African Revenue Service requirements, such as:
EMP201 returns due monthly (e.g. by the 7th of the following month)
VAT201 returns generated bi-monthly with submission deadlines
UIF declarations
Companies and Intellectual Property…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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In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
In Tax Manager, Be Able To See Which Returns Have The OOA Received Like In Old View
1 voteHi 👋 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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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.
1 voteHi 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 - 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)
1 voteHi 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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I need to directly change the cost of tasks NOT the staff cost.
I don't want to bill all tasks by time. I need to add the cost to the task so that they are uniform across all clients. I used to do this in XPM but now Jax says I have to update the staff costs??? I don't want to bill by the hour.
1 voteHi 👋 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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XPH - Enter timesheet without selecting a job
Allow staff to enter timesheet without a Job
1 voteHi everyone, thanks for sharing this suggestion. It’s clear that not all work during the day is tied to a specific client job, and having to assign a job to every timesheet entry can feel limiting.
We hear you that being able to log time without linking it to a job would make it easier to capture internal work, training, and general admin tasks that don’t sit under a project.
This is now in Gaining Support so we can track interest and share with our product team how more flexible time entry could better reflect day-to-day work.
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XPH - Show unreconciled bank items and open job task counts on the Overview homepage
On the Partner Hub, it would be nice to see a number of uncompleted tasks or the number of transactions that need to be reconciled. This would prevent us from having to open each client to see what still needs to be completed.
1 voteHi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.
We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.
As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.
This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.
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XPH | Tax Manager - Add numerical item counts to all status category headers
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 voteHi Serge. thanks for highlighting this. We understand how helpful it would be to see item counts in each status at a glance when managing your workload.
Adding counts to headers like “Ready to Start,” “In Progress,” and “Filed” would make it much easier to track volumes without extra clicks or scrolling.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve day-to-day visibility in Tax Manager.
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XPH | Navigation - Add a one-click shortcut to XPH from the main Xero homepage
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
1 voteHi Shery, appreciate your suggestion. We understand that when you’re switching between client work and your practice dashboard, quick access really matters.
While you can get to practice tools through the organisation menu today, having a one-click shortcut to the Xero Partner Hub from the homepage would make things faster and more seamless.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve the day-to-day experience.
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Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
1 voteHi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
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XPH - Ability to add Client Image/Picture/Logo
The recent UI improvements in XPM have come at the expense of being able to upload a picture of the client or the business logo to XPM. This was a great feature an one that made XPM more fun to use.
When staff are working on a client, they can see what they look like and that the client name and code is a person not a taxpayer. This was an excellent feature and for the life of me I cannot understand why this has been removed. The old images are still there but you can no longer change or…
1 voteAppreciate your idea, Craig. A client logo or image field would make it easier to distinguish clients at a glance and add a more visual layer to the client record.
Currently, you can attach files to a client, but there isn’t a dedicated image display option. I’ve moved this to Gaining Support so we can share it with our product teams.
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Jobs - Multiple clients applied to one job
Should be able to Apply multiple clients to a job - In the case of a couple, it would be a lot easier to be able to apply one job for both individuals as the meetings and communication if often done together and the returns completed at the same time.
1 voteThanks for your feedback and the detail of why this idea would be helpful for you, Jocelyn. It'll be good to get an idea of the interest from other practice users in this here. I'll share if there are any updates.
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XPH - Restrict tag creation to Practice Administrators only
Client Notes in XPM, Tags should be a list controlled by the Practice administrator.
Not a list that every user can add to.
The tags very quickly become useless as every user just adds their own version of the same tag, one will call it "Phone Call", then "Phone Calls", then "Phone Call out", and so on and so forth so you end up 10 tag for phone calls, some call it "File Note" the "File Notes" and then "Notes" we already have 40 tags with 2/3 being for the same thing.1 voteHi Christopher, it is clear that unrestricted tag creation can lead to duplicates or inconsistent naming, making reporting and searching harder to manage. Limiting tag creation to Practice Administrators would help keep things more consistent across clients and jobs.
At the moment, any user with access can create tags. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH | Clients - Sync note for related entities within a Client Group
Would be extremely helpful if client notes were able to be seen for all entities in a group instead of only at the client level.
1 voteHi Kat, thanks for the suggestion. Keeping the same note updated across multiple clients in a group can quickly become repetitive, especially when the information applies across the whole structure.
A shared or group-level note that carries through to linked entities would help keep key details consistent without needing to duplicate updates in each record.
At the moment, notes are added and maintained at the individual client level.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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