19 results found
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XPH | Navigation - Reports on the main bar
Reports is now buried under Practice, can we please have it back on the main blue bar. We use it a lot and now there is more clicks. It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?
61 votesHi everyone, we appreciate your feedback through the beta of Xero Partner Hub, and sharing on this idea.
Continuing to keep a close pulse on feedback and montioring usage our product team made a recent change to add Reports back to the main navigation bar of Xero Partner Hub! 😊
You should now see this available from Practice Manager, where you can quickly navigate to Practice reports, or the Report builder. Thanks
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Tax Manager - Counts of items in categories
All, Draft,Completed,Approved, To sign etc... each of these are now on the left side instead of the old version of them on the top - which is fine. BUT
In the old version I could see I had 10 to approve and the admin team could see they have 12 to send out. Can we have the numbers back?
See mockup
44 votesHi community, thanks for your engagement here. I'm happy to share that this feature has now been released and you'll see counts for each status shown alongside it, giving you a better indication of which status you need to jump into and take actions. 😊
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Clients - View additional contact mobile from clients page
Cannot view additional contacts mobile phone number on client screen, have to click on contact name. This has dropped off since upgrade. Please put it back.
33 votesHappy to share that we have solved for the idea here. You might've noticed that we recently released an update so now you can see Contact mobile number from the Additional contact s section of the Clients page 🥳
Thanks for adding your support and letting us know this mattered to you, here.
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XPH | Homepage - Include Job Status in list
The Jobs List on the Old Home Page is a useful tool as it shows the status of Jobs allocated to you with out having to navigate away. This is important when more than one member of staff is allocated to a job. Allows you to know when to review or if a job has been sent for approval without navigating away from the home page.
27 votesHi team, we wanted to round back on this idea to confirm that State is a column within the Jobs widget on the Xero Partner Hub homepage.
However, we have also recently made an update to allow filtering by state from this widget.
I appreciate there are a couple of other ideas that have arisen in feedback here and encourage you to start a new idea for anything additional that would help you get more use of Xero Partner Hub. Thanks
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Practice tools | Jobs - Archived returns to show in their original job
Since the recent updates, we've noticed that once a return is marked as “archived”, it no longer appears within the job it was originally created in. Previously, archived returns remained accessible through the job.
Could you please reinstate the ability to view archived returns within their associated job?
26 votesHey team, thanks for sharing on this with us here. I'd like to share that our product team have been working through ideas in the forums here and we have made an update so archived returns will now show in the job they were originally associated with.
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XPH | Clients - Show Notes history with date stamps
Any note entered against a client used to be automatically date stamped, and this disappeared yesterday.....Why? This is important and used to date srtamp conversations with clients etc
24 votesHi team, happy to let you know here that date stamps have been returned to Client notes once saved.
We appreciate the importance of having this visibility over client notes and want to say thank you for sharing and feeding back to us here.
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Reporting - Increase or customise the number of reports in the Favourites dropdown
The Favourite Reports tab currently displays only 6 favourites. Ideally, it would allow more than 6 favourites. If increasing the limit isn’t possible, it would be helpful to choose which 6 favourites appear in the dropdown.
Additionally, if the dropdown cannot show all favourites, it would be useful to have an alternative list or view that displays all starred favourites.
18 votesHeya team, we're grateful to receive your feedback through the forums here.
Understanding the needs of our differing practices our product team have looked into common use around practice reports. I'm pleased to share that we've now implemented a change to extend the number of reports that can be favourited and show from the drop down menu to 20 reports, which should accommodate this need for majority of practices. Thanks again for your contributions!
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XPH | Home Page - A Widget showing last 5 or 10 visited clients. This will help navigate better
XPH | Home Page - A Widget showing last 5 or 10 recently visited clients. This will help navigate better on recently.
20 votesHi team, we've released the new 'Organisations' widget. By default this will show you a list of last logged in orgs for the user, or you can adjust it to show the orgs that have been favourited/starred in MyXero.
Just to note - only orgs connected to client records will display in this widget. Thanks for all your feedback on this through Product Ideas!
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XPH - Search auto default cursor to search field
We used to be able to hit '/' and the search would come up, then you could type immediatley. Now you hit Search magnifying glass, then you start typing only to realise you now have to click into the search bar... Also, I'm getting a bunch of new tabs, I only want new tabs when I hold down command and click.
11 votesWe appreciate the feedback and support in this idea. Our team have released an update for the Search in the navigation so now when you click on the magnifying glass icon, or enter '/' the cursor will default to the Search field so you can go straight into typing your search 😊 Thanks!
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Practice Tools - Restore clickable third-party URLs (Ignition) in Job/Client fields
Prior to the update, using a third party application for propsals/job setups, would imbed a URL link to the job, so you could confirm tasks and prices that were proposed. You could select the link, and it would take you to the document, but now, you need copy and paste the link in the browser? What happened to this feature? Specifically, this has happened for the Practice Ignition platform.
5 votesHi team, we appreciate your feedback and understand the efficiency in a direct hyperlink to the document.
I'm pleased to confirm that our team made a change and you should find that the link is now clickable and will open the document.
Thanks!
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XPH - Add costs option on homepage
There used to be an 'Enter Costs' button on the homepage of XPM. How do we now easily add costs? We use this function all the time.
5 votesThanks for the appetite in the idea here, everyone. Just like Susan mentioned - The link to costs is available in the Quick actions widget, so you can position this where it suits you on the homepage. 😊
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Practice Manager | Invoices - Ability to sort and filter Archived
Archived invoices can't be sorted/filtered. The rows aren't sortable.
They also run oldest to newest. They should run newest to oldest. Otherwise, you have to sort through mountains of invoices for the most recent.
9 votesHi team, you may have noticed but we recently released a change to Invoices so you can now sort your archived invoices.
We have also updated the default sort of invoices so they now run newest to oldest. 😊 We're grateful for your feedback on this here.
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Clients - Search by phone #
We've lost the ability to search by mobile phone no and ABN, even with the column/s displayed.
10 votesHi team, back to confirm properly that this feature has now been released and you can search by phone number, business number, email, client name and legal name all from the Clients list 😊 Thanks again for your interest in this, here.
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Xero HQ - Add 'Last Viewed' column to Client list
In Xero HQ to add "Last Viewed" column option which is currently showing on My Xero screen. This is a column option in My Xero that I use everyday when checking which clients to review. Unfortunately it has never been available as a column option in Xero HQ. If made available I would no longer use the My Xero option in Xero.
3 votesHi all, while this isn't currently a column in the client list, this data is visible in the 'Organisations' widget for the homepage 😁
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XPH | Navigation bar - Favourites for reports access
The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should…3 votesHi team, we were able to turn this feature around quickly and you'll favouriting of reports from your My reports page of the Practice report builder is now available.
If you had favourited reports from the old experience these will automatically show in the Practice drop down of the new navigation.
Thanks again for your feedback with us here!
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Job Status Listing in New XPM
The old home page in XPM used to show all my jobs grouped by job status and in the processing order. For example "Not In" then "Drafting" then "Resolving Queries" then "In Review" then "Finalising".
Now I have to click onto a another page to see all my jobs (not so bad as just one click). BUT if I try to sort by status it sorts on alphabetical order instead of stage in the process. For example "Drafting" then "Finalising" then "In Review" then "Not In" then "Resolving Queries". It is not an easy or instinctive way to review your…1 voteHi Catherine! We've just released filtering by State in the job widget. 😊
You can select a single or multiple filters on this widget to get a better view of the Jobs you want to see from the Homepage.
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Jobs - Right click to open return in new browser tab
Previously in the Job screen you could right click on a tax return type and open in a new tab to add the tax returns for the job while you still have the job open, could you please put this functionality back in?
3 votesThanks again for feeding back on changes that'll help you work in the new practice experience 🙂
I'm pleased to share that our team have quickly taken action to implement this change and you'll now find that you can right click to open a tax return in a new browser tab like you could before.
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Clients - Show Invoiced amounts including GST
The invoiced amounts in the client detail screen don't include GST and they should.
3 votesThanks for your feedback and being part of our beta for practice experiences. We appreciate this wasn't working as it should and have released an update so invoices will now show GST inclusive. 🙂
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Jobs - Hold description format once saved
Job Description - the layout I have, to make the jd easy to read, collapses into unformatted text once saved.
E.g.
Scope:
- A
- BOutcome
This and thatThis merges to become:
Scope -A - B Outcome This and that.
It makes it very difficult to read. Please keep the layout as I have it when I create the job description.
1 voteHi Glennis, happy to let you know our team have just made an update that should now mean your formatting is held when you save the description of a job.
Thanks again, for connecting with us about this, here 😊
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