196 results found
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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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XPH | Navigation - Search and Time buttons distinction
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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Xero Tax Au - Lodgment Comparison
On the Lodgements - show comparision to the same time last year to obtain an assessment of whether you are on target or not.
2 votesHi everyone, thanks for sharing this idea about comparing lodgement progress with the same point last year. We appreciate you explaining how this could help practices understand whether they’re on track with their lodgement targets.
This idea is now, open for community support through votes and comments. We encourage others who would find this useful to add their votes and share how they’d use this comparison in their practice. Your feedback helps us understand the level of interest and impact of this request ✨.
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Homepage - Default filter preference and full scrolling on Partner Hub Jobs widget
In the new partner hub, when I filter the jobs widget to just show my jobs I would like that setting to remain. It seems to go back to all jobs if I go out and come back in. Also it would be useful if I could scroll down to see all my jobs directly in the widget.
2 votesThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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XPH | Staff - Add granular staff permission levels and client-level access controls
Problem:
Right now staff permissions in Partner Hub are too broad. I can't limit what junior staff see.Solution:
Add more detailed permission levels for staff - like view only, edit quotes only, no billing access.Benefit:
This would make our practice more secure and compliant.2 votesThanks for bringing this to the community. We understand the request for more control over staff access in Xero Partner Hub, particularly when different team members need access to different clients or practice functions.
I've moved this idea to Gaining Support so we can continue tracking community feedback. If this would be useful for your practice, share how you currently manage staff access and which additional controls you'd like to see.
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AU Tax - Download client refund reports directly from ATO into Trust Account bank reconciliation
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 sharing this suggestion, Kirsten. Having more information about ATO refunds available in Xero could make it easier to identify which client each incoming payment relates to when reconciling a trust account.
I’ve updated this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, add your vote and let us know what refund information you’d like to see in Xero.
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XPH - Client 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.
2 votesThanks so much for sharing your idea about sorting columns in the Xero Partner Hub client list, including grouping clients by connected banks. We understand how this could make it easier to organise and prioritise client work, and we really appreciate you helping us improve Xero. 💙
This is now open for community support, so others can vote and add context. We encourage others who would benefit from this to share their use cases and help us understand the broader need. We'll continue to monitor the feedback and update this thread if there's progress to share. Thanks again for helping shape Xero! ✨
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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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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 | 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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XPH - Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
2 votesHi everyone, thanks for sharing this suggestion! We understand that when time is entered after an invoice has already been sent, not being able to link it back cleanly can create extra work. It’s important that your history accurately reflects the time spent against the right invoice, even if it’s added later.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how this kind of retrospective linking could help keep job costing tidy.
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XPH - Include dash when copying IRD number from client record
Love that you can copy the IRD number from the client page, however, the paste function has changed and no longer keeps the dashes when pasting to other software / programmes. It did for a while but no longer does.
It does keep it in the IRD website but not in excel, word or ACC for example.
2 votesHi everyone, thanks for sharing this suggestion! We understand that when copying an IRD number, having to manually add the dash each time can be a small but recurring friction point. Those extra steps can add up, and it would be much easier if the number copied exactly as it appears on the client record.
At the moment, the system copies the raw digits only, which often means reformatting depending on where you paste it. We can see how matching the displayed format would streamline day-to-day admin tasks.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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XPM - Tag linked with clients and jobs
When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.
2 votes✨ Thanks for clarifying this and explaining how interlinked tags across client and job notes could support your workflow Stella. We’ve updated the status of your idea, and it’s now open for votes and comments from others in the community. We encourage anyone who would find this useful to add their vote and share how they’d use this functionality. Additional examples and use cases will help us gauge the level of interest and support for the idea.
We’ll keep an eye on the feedback and engagement here and share any updates when we have more to share. Thanks again for taking the time to explain what would help.
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XPH | Clients - Add a "Groups" tab to the Clients section
Add a Group Tab for all clients in a group
2 votesHi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
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XPM - Ability to select existing clients as additional contacts
Has the ability to attach clients in the additional contact field in XPM been removed. I am no longer able to select an existing client to add to the additional contact on another clients record in XPM. If so why, this was great.
2 votesHey Christopher — thanks for suggesting this! Making it easier to add additional contacts to client records in XPH would be a really handy improvement and could save a lot of time.
Right now, it’s done manually, but a smoother approach would make managing client info quicker and simpler.
I’ve moved this idea to Gaining Support so we can see how many in the community would find it useful.
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Xero Partner Hub | Jobs - Change timer icon
The timer icon looks almost just like a circle, the hour hand is tiny, it's barely distinguishable from the magnifying glass next to it, so it's hard to know what it means. How about using a picture of a stopwatch or copy the icon used by the iphone.
2 votesThanks for your feedback, Jonathan. I'll share this back with our product team, and for now we'll track the interest from others Partners on this here.
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