23 results found
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Client relationships creation
When adding relationships between clients you currently have to select the client and add one relationship at a time.
Rather than this, is it possible to have this system use a checkbox option instead?
that way I can link all the relationships between clients at once to save time.
For example: I want John to be a Shareholder, Director and Secretary of his company.
It would be great if I could give these to john all at once when I am setting up clients in our system.You could have it so that further options like "shares held" are added…
16 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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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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Allow the stop watch to be started (or restarted) on any unsubmitted time and ADD to existing timesheet
The timer function (clock in top right corner) has the ability to Start a stopwatch. However if a second task takes over you cannot time the new task, then return and recommence the time on an existing entry.
Could we gain the ability to Start the timer again on any existing timesheet that is not submitted or locked. This would allow task switching without necessarily meaning we have to enter multiple fragmented timesheets for a single task.5 votesThanks 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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see all job
I am unable to view all my jobs on new home page, please allow more jobs to be visable on the home page like Green
3 votesThanks 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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Milestones in Jobs no longer appear on the homepade dashboard - maybe a 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 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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Please keep the count of tax returns at each stage like we have currently in the old Tax Returns tab.
The Tax Return tab is to be replaced with Tax Manager tab? I use the numbers in each of of the Tax Returns tab to manage progress through our system and our total lodgements. If you remove the Tax Returns tab can we have the number of returns at each stage recorded. I also notice the Lodged tab is gone in Tax Manager - this count is important so please don't loose it.
2 votesThanks 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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Activity statements
in this place need to add filters for current AS, previous AS or date range. Also filter for Parther and then Manager, by clicking we need to see how many are outstnding for each manager or partner
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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Additional functionality on Jobs Widget
I would like more functionality and viewing options on the Jobs widget. I would like to be able to list jobs for which I am the Client Partner but not necessarily been allocated as the Job Partner.
2 votesThanks 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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suggestion
we would like have green colour back rather than dark blue or grey. It looks depressing, accounting work is depressive already.
2 votesThanks 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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Tax Manager - Suspended Returns
In the old return manager, it is possible to push suspended tax returns from approved through to the signed stage and this is where they would lock. In the new tax manager, when the return is approved then suspended, it is not possible to push through to signed.
Can the new tax manager adopt the old previous ability so there is no back and forth or suspended / removing suspension then adding it back?2 votesThanks 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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filter 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 votesThanks 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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Search and tie button too similar
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 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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Homepage is too expanded.
Homepage - Too expanded. Better if we have the discretion to expand it or not. Best if we can resize the widgets and can customize colors, not everybody loves color blue. Make it more flexible to users to edit homepage. Thanks
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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widgets on home screen
Maybe when I remove widgets off my home screen - they can stay off? every time I go back to my home screen they all reappear again?! Very annoying
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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Reason for suspension stays available (like a note on the return)
when the suspension is removed you can no longer see why that return was suspended. it would be very helpful if the reason for suspending the return stayed in the history like a note. so when you look back you can see what issues that return had.
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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Timesheet timer shouldn't stop/ disappear when you click on the left arrow.
The Left Arrow is the first thing we would naturally think to click when we want to enter a separate time entry while keeping the timer running. However, clicking it causes the timer to disappear and stops recording altogether.
You can keep the timer running by clicking “Save and Keep Recording,” but this doesn’t feel intuitive as the arrow. There’s also nothing on the Left Arrow indicating that clicking it will cause the current time recording to be lost. In practice, it seems to function similarly to the “Discard” option, which makes the expected behaviour even less clear.
It would…
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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Adding a short cut key for editing the job (like xero blue uses to edit an invoice)
I have to edit jobs quite often and it would be amazing if there was a shortcut key to edit the job. Xero Blue has a short cut key of Alt + Shift +D to edit an invoice. I think it would really streamline some processes if there were shortcut key options for XPM.
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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can we have a quicker navigation to open a time sheet?
It's two clicks at least to get back to timesheets. Could there just be a link at the top of each page or something like that?
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 the home page - can you for activity statements and tax returns, can you add a filter to see which staff or partners work is outstanding
in the home page - can you for activity statements and tax returns, can you add a filter to see which staff or partners work is outstanding
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 costs - add upload function for document attachment
The Job Cost tab, can you add an upload function for document attachment - we want to add the invoice that you are on charging on to the client
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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showing percentage of chargeable work on the dashboard
The old dashboard showed the % of billable hours - the new dashboard only shows the hours now. Can you please add the % back too please?
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.
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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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