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3 results found

  1. 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.

    8 votes

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    3 comments  ·  Partner Hub Navigation  ·  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.

  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…

    5 votes

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    0 comments  ·  Partner Hub Homepage  ·  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. 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.

    7 votes

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    0 comments  ·  Partner Hub Homepage  ·  Admin →
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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.

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