189 results found
-
AU Payroll: timesheet widget
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
1 voteThanks 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.
-
XPH Homepage - Filter Jobs by Staff and be able to track Timesheets
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteThanks for sharing this idea. It’s now open for votes and comments, so please upvote it and add any details about how you’d like to see staff time entry tracked, including visibility of each staff member and when they enter time in a timesheet. Your feedback helps us better understand the need and assess the opportunity. 😊
-
Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
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 🙂
-
Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
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 🙂
-
Ability when filtering for "is not"
When a firm has multiple managers, partners, job categories, Job Status it would be good to tick an option at the top of the filter to say "is not" or "exclude" then you can apply less filters to get your result.
Eg show me all jobs for me as partner, except for one (or two) job managers, with all status (except for one or two)1 voteThanks 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.
-
Tax Manager - Display assigned staff name on tax lists
staff name under tax manager who is working on particulare task
1 voteThanks for highlighting this improvement. We understand how having the staff member assigned to each tax task visible in the list could make workload tracking and task follow-up more straightforward.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful for your practice, add your vote and share your preferred way of displaying staff assignments.
-
AU Tax returns - Notes: Add and Display Notes before history
In a tax return we have the option to Add notes. When we add them, we can't see them without clicking into them. I use Notes to say if a return is manually signed.
My suggestions are:
1. Logically the option to Add Note should be immediately above the History listing (ie on the line where the View Notes toggle is) so users don't have to hunt around for it.
2. The Note details (ie the text of the Note) should be visible in the listing, not behind another link.1 voteThanks for sharing this idea. We understand the request to display user notes above the system history in tax returns. Having key notes more prominently positioned could make it easier for reviewers to find important context without scrolling through the full history.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you'd like the notes to be displayed.
-
XPH - Add a dashboard widget specifically tracking tax returns that are ready to be prepared
Where there is a widget showing the Tax Returns required to be prepared for 2025, 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 theirreturns prepared?
1 voteThanks for sharing this idea. We can see how having a dashboard widget that highlights tax returns ready to be prepared could make it easier to monitor workloads and prioritise work throughout the day.
In the meantime, you can use the Ready to start tab in Tax Manager to view returns that are available to prepare. This provides a dedicated list of returns that are awaiting action, helping you keep track of upcoming work.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would help your practice, add your vote and let us know how you'd like to see this information displayed on the dashboard.
-
Partner Hub Homepage - VAT widget
Have a widget on the homepage showing VAT returns due
1 voteThanks for sharing this idea 😊 We can see how having VAT returns due visible on the Partner Hub homepage would make it easier to stay on top of upcoming obligations without needing to navigate elsewhere first.
Having this available as a widget could give practices a quicker view of what needs attention and help with day-to-day planning. We’ve moved this idea to Gaining Support so we can track interest and help our product teams better understand the value of bringing VAT due visibility onto the homepage.
-
XPM - Automating Recurring Compliance Jobs using selected client onboarding options options
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 voteThank you for taking the time to share this idea in such detail 😊
We can definitely see the value in this, especially for practices managing compliance work across multiple clients in South Africa. The ability to automatically generate recurring compliance jobs when setting up a new client could save a significant amount of manual effort, reduce the risk of missed deadlines, and create a more consistent onboarding experience for firms.
The examples you’ve included are especially helpful. Using client setup details like registration date and whether a client is registered for PAYE, VAT, or UIF to trigger the right recurring jobs and deadlines makes a lot of sense. We can also see how the ability to apply a reusable template, such as a South African Compliance Pack, would make this even more valuable for firms that want a repeatable and standardised process.
Because of that, we’re moving this idea…
-
Xero Practice Manager - Allow fixed or uniform costs to be set directly on tasks independent of staff rates
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 voteThanks for letting us know what changes matter most to you! Your idea is officially live and ready for community backing. Pass it along to your colleagues so they can vote, and keep an eye out for comments from other Xero users sharing how this feature would help them, too.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
XPH | Client - 2 way data sync with Xero account
We started off 10 years ago with Xero for our firm's own bookkeeping and invoicing (we're UK based). There is so much information we have stored in Xero specifically email addresses, client reference numbers, physical addresses, primary person, secondary person, VAT number, company number - everything in the 'contact' page of a client. Tracking categories could also be integrated. In Xero, we have a tracking category for Client Partner and another for Staff Member, so we know who 'did the work' and which engagement partner the client belongs to.
Why doesn't all this rich data a) import into XPM into…
1 voteHi Louis, keeping client details in sync between XPM and Xero can mean updating information in more than one place. A two-way sync would make this much simpler and help keep everything consistent.
This idea is now in Gaining Support so we can track interest and share it with our product teams.
-
XPH | Tax Manager - Ability to search across all returns status
Add a filter to the top filters to search by All not just Ready to Start/In Progress/Filed/Errors, if you are looking to see a BAS status then you have to search in all 3 if you are not sure what status it is at from this home page or you have to go back via the client.
1 voteHi Amy, when searching for a specific lodgement, needing to check each status tab can take a bit of time. Being able to search across all return statuses in one place would make it much easier to quickly find what you’re looking for, regardless of its current stage.
At the moment, this requires clicking through each tab in Tax Manager or going back into the client record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to search and navigation.
-
XPH | Clients - Table of contents for navigation
For XPM / green xero
1/ can we have a table of contents link so we can navigate the client profile faster? Like if we want to jump to TAX DETAILS, or other custom contact fields we made
2/ can you include BACK TO TOP link function
1 voteWe understand that as client records grow, it can take a bit of time to scroll through and find the right section. Having a Table of Contents or quick links at the top of the client record would make it easier to jump straight to areas like Tax, Jobs, or Custom Fields.
At the moment, navigation is done through scrolling or the tabs at the top of the page.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to client record navigation.
- Don't see your idea?