Xero Partner Hub

4 results found

1. Clients – Improve XPM client edit screen (whitespace & layout)

   The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.

   • the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.

   • The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to locate the information to update

   • sections with drop down options have the title of the drop down populated in the same font and colour as those section where you have actually chosen something from the list, making it difficult to identify which section has information and what is actually ‘blank’.

   Please consider the following changes for the Edit screen
   • make the headings bigger, move them to the left and consider changing the colour
   • remove the excess white space
   • put the name of the section next to the section rather than on top of it (same as the layout on the information screen)
   • remove the name of the drop down list from that section and just leave the icon so we know there is a drop down list available

   The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.

   • the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.

   • The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to… more

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   13 comments  ·  Clients  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.

   Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.

   Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.

2. XPH - Add two-week calendar widget for Jobs and Milestones

   In the middle of the old XPM home page we had a clear visual of a two week calendar showing assigned jobs and upcoming milestones.

   This was very useful and was good quick visual reminder to action any of days jobs or milestones as well as any forth coming jobs and milestones.

   Although there is an assigned jobs summary on the homepage of the new XPM there is no milestone reminder visual and as a practice which uses job milestones heavily it is very much missed.

   Can it be reinstated please, Im sure there is room on the new home page for it or add it back as a widget for individual preference.

   In the middle of the old XPM home page we had a clear visual of a two week calendar showing assigned jobs and upcoming milestones.

   This was very useful and was good quick visual reminder to action any of days jobs or milestones as well as any forth coming jobs and milestones.

   Although there is an assigned jobs summary on the homepage of the new XPM there is no milestone reminder visual and as a practice which uses job milestones heavily it is very much missed.

   Can it be reinstated please, Im sure there is room on the new home… more

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   0 comments  ·  Partner Hub homepage  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for feeding back to us here. We understand for practices that do use schedules that this view can be quite useful. To be transparent this widget had relatively low usage in Xero Practice Manager and we don't have plans for developing a specific widget for this in Xero Partner Hub.

   That said, you can still get to this view from within Jobs under Job schedule, and it's possible to add a custom link to the homepage in the Quick Actions widget to make navigating here more efficient🙂

3. Xero Partner Hub - Milestones

   Where do I find the dashboard milestones - it was my due tody, and overdue milestones. I can't find them in the new dashboard.

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   3 comments  ·  Partner Hub navigation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.

   We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.

4. XPH Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget

   With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.

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   Not in pipeline  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi team, we appreciate your engagement on this idea.

   We’re just circling back to share a quick update as it’s been a little while. We’ve checked in with our product teams, and this isn’t data that IRD currently provides access to. Because of that, it’s not something we’re able to support right now.

   If this changes in the future, it may be something we can revisit, but we want to set the right expectation here for now. Thanks.