Xero Partner Hub

4 results found

1. Books health - Client visibility of request list and ability to comment

   would be good for the client to see the request (list of invoices and receipts we need) so they could add comments and upload receipts

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Books health  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

2. Audit Trail - Partner Hub

   We would like to see a comprehensive audit trail added to Partner Hub, providing a history of all changes and events across the platform.

   The audit trail should capture key activities such as:

   Changes to client information and client details
   Creation, modification, and deletion of invoices
   Changes to WIP, including write-offs, transfers, and adjustments
   Job creation, edits, status changes, and deletions
   Updates to contacts, billing settings, and assignments
   Changes to practice management records and workflow items
   The user who performed the action
   The date and time the action occurred
   The previous and new values where applicable

   This functionality is already available in many areas of Xero and is invaluable for troubleshooting, accountability, compliance, and understanding how and when data has changed.

   As practices increasingly rely on Partner Hub for managing clients, jobs, billing, and WIP, having a complete audit history would provide greater transparency, reduce the time spent investigating issues, and give firms confidence that changes can be traced and reviewed when required.

   Business Benefit: A comprehensive audit log would improve data integrity, accountability, operational efficiency, and compliance by allowing practices to easily track who made changes, what was changed, and when those changes occurred.

   We would like to see a comprehensive audit trail added to Partner Hub, providing a history of all changes and events across the platform.

   The audit trail should capture key activities such as:

   Changes to client information and client details
   Creation, modification, and deletion of invoices
   Changes to WIP, including write-offs, transfers, and adjustments
   Job creation, edits, status changes, and deletions
   Updates to contacts, billing settings, and assignments
   Changes to practice management records and workflow items
   The user who performed the action
   The date and time the action occurred
   The previous and new values where applicable

   This functionality is already… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Clients  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

3. Registered Address - New report field

   Now that there is a defined registered address field (which is really helpful :), it would be great if this was able to be selected when creating reports. As yet I cannot see it as an option.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Clients  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂

4. Bank reconciliation Widget Upgrade

   I'm loving the Bank Reconciliation widget and the ability to create a shortlist of selected clients, but I think it could be even more useful with a few enhancements.

   Currently, I have around 20 clients on my selected list, however the widget only displays 9 clients and there appears to be no way to view the remaining selected clients. The View All button takes me to Client Insights for all clients, and I haven't found a way to view only the rest of my selected clients, which makes it difficult to get value from selecting more than 9.

   It would be great if Xero could allow scrolling or pagination within the widget so all selected clients can be viewed.

   This would be particularly valuable for bookkeeping and BAS workflows, as being able to see the oldest unreconciled transaction for all selected clients at a glance would be a significant time saver, rather than having to open each individual client file to check whether coding has been completed.

   I'm loving the Bank Reconciliation widget and the ability to create a shortlist of selected clients, but I think it could be even more useful with a few enhancements.

   Currently, I have around 20 clients on my selected list, however the widget only displays 9 clients and there appears to be no way to view the remaining selected clients. The View All button takes me to Client Insights for all clients, and I haven't found a way to view only the rest of my selected clients, which makes it difficult to get value from selecting more than 9.

   It would… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Partner Hub homepage  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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. 🙂