161 results found
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Trading Name
Can we please have a trading name in the client section of XPM.
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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Declutter the Edit Client Details screen in XPH with boxes appearing only if certain options are selected rather than always being present
The edit client details tab in XPH doesn't seem logically set out and asks for non-relevant information. For example, even if you select a 'sole trader' or 'individual' for the business structure, it still displays a box to enter a company number and then at the bottom of the page a whole section on 'Company Info and Company Tax'? Would it not be be better for the business structure question to then determine the information that's required rather than it always being present? Similarly, if the client is not VAT registered or doesn't have a Payroll scheme, don't ask for…
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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Partner Hub - Job summary filter
Would it be possible to have more filter options available in the Job Summary widget? It would be beneficial to be able to filter by job or client.
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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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
2 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 - Fix the settings of client's job list
As I want to check the jobs frequently, may I know how to fixed the setting of display under 100?
2 votesThanks for sharing this idea — we can see why having more control over the number of jobs shown in the client record Jobs list would be helpful.
We’re moving this idea to Gaining Support so others can add their vote and share how they’d use it.
We’ll continue to monitor the interest and updates on this idea as it gains support.
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JOBS - If you create a new job it would be nice to have the option to select recurring or normal.
Currently if you click on the short cut on the Home Page to create a new job, there is no option to create a recurring or normal job, it defaults to normal. You have to go to jobs and then have to go to recurring.
I would also make a larger short cut for creating jobs and time processing (and invoicing) on the Home Page!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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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?
2 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.
2 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 | 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…
2 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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XPH - Improve Jobs Widget to show more information
Hi Team
I have been trialling the new Partner Hub for awhile now and keep reverting back to the old version simply because of the Jobs Widget. In the old version I could see the state of all my jobs at a glance on the left hand side. I have a GST job state set up so that I just click on that job to complete and file their GST returns. The new widget does not display enough jobs so I have to click into the jobs module, then click into filters and select GST filter then click on the…
2 votesThanks Sarah for sharing your feedback here. We understand the request for a more dense Jobs widget that displays more items at a glance. Having greater visibility from the dashboard could make it easier to keep track of work without needing to open the full Job Manager.
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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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…2 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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Partner Hub - Add Gatekeeper functionality to the HUB
It would be great to add the Gatekeeper functionality to the Xero Hub
2 votesHi Bruce, thanks for sharing with us here.
As a first step, we'll be releasing a brand new refreshed look for Gatekeeper to better align with Xero Partner Hub - this is coming soon.
We're also exploring embedding Gatekeeper functionality within Xero Partner Hub, however we don't have timelines to share on this yet. I'll come back to share when there's more progress 🙂
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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.
2 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 - Enter timesheet without selecting a job
Allow staff to enter timesheet without a Job
2 votesHi 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 | Tax Manager - Waiting on information tab
add a waiting on information tab in XPM tax screen which is linked to the suspended button in return
2 votesThanks for sharing your idea, Sharelle. We have a close eye on the feedback we're receiving about new Tax Manager. If there is any progress for this we will share with you here.
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XPH - Add a "Partner" filter to homepage widgets
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
2 votesWe can see how a Partner filter on the widgets would help practices with multiple partners focus on the work relevant to them, without the broader view feeling cluttered.
At the moment, filtering by partner is available in areas like Jobs and Clients, but the dashboard widgets don’t support that same level of filtering.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH | Jobs - Auto-Generate VAT and Statutory Jobs Using HMRC Obligations
Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -…
2 votesHi Louis, thanks for sharing this suggestion. We can see how having VAT and jobs automatically created from HMRC obligations would reduce manual setup and help with staying on top of deadlines.
At the moment, HMRC obligation dates and statuses are already brought into Xero for VAT and Tax Manager to support filings, but XPM jobs sit separately as a workflow tool for managing internal work and time. Because of this, jobs don’t currently generate automatically from HMRC data.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
With regards to the Companies House integration suggestion, this will be best raised in our Xero Developers Ideas website instead as it involves external app.
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XPH - feature to suspend client licenses for payment arrears
Just like many other partners, we pay subscriptions on behalf of our customers. It will be very usefull that Xero permit suspends a client's license when they have not paid.
Example, in many times we need to pay all licenses to prevent Xero suspend all licenses, so in that case Xero suspend licences for some customer, even those customers that paid on time. Otherwise, Partner has obligation to pay on time all licenses, so is very complicated suspend license for a few customers, that not pay on time.
for now we change user role to user read only, so in…
2 votesHi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
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2 votes
Hi Bruce, thanks for bringing this idea to the community. It’s helpful to hear that having a dedicated revenue widget on the practice dashboard would make it easier to keep an eye on performance. Being able to quickly view Monthly, Quarterly, or Year-to-Date figures at a glance sounds like a valuable addition for tracking progress.
For now, you can access this information by heading to the Reports section and running a Profit report or Client Revenue report.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing this visibility directly into the dashboard.
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Search | Jobs - View budget & staff
Include budget and staff member in job search summary - as per attached
2 votesAppreciate your feedback and hearing what details would be useful for you at a glance when searching Jobs, Jess.
This isn't something we have immediate plans of but we'll track interest and let you know if there are any updates, here.
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