7 results found
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tracking catergories pulled through to xero partner hub
We have come across a couple of issues with how a Xero subscription has been set up for MTD and pulling the data across into Xero partnerhub.
Some of our clients have more than one self-employment and use tracking categories to split the income and expenses for both MTD obligations. I have tried to prepare their 2025/26 tax return but its pulling through the data into one self-employment trade rather than the two that HMRC is expecting.
We have other clients that have share rentals, ie 50% each, MTD has an option to split the income and expenses between the…
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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XPM - Overdue tasks and milestones need to remain in the overdue list
7th July 2026
In the legacy XPM dashboard, the red "Overdue Items" hyperlinks positioned above the Important Dates calendar provided critical, instant visibility into outstanding team work. In the new beta dashboard, this clear indicator has been partially removed and now only reports on overdue jobs but not tasks or milestones.
We generally have one main job per client for a whole year with tasks that are scheduled and assigned and milestones attached to this job.
Our practice faces a massive problem if the "Overdue items" are permanently removed as not all overdue items are reported on in the same…
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax manager - Split signing by client and by partner into separate steps
We had this issue with the original XPM where the signing by the client and signing by the partner are in the same "to sign" step. There should be a step for "out to sign" with the client so returns aren't accidentally lodged that haven't received the client's signature.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Time capturing
Time capturing. Not sure how it is possible to make the time capturing worse??? Every week i would need to recapture the same codes i used? In the last week. Who designed that widget did you just throw away all the previous functionality
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Column Sorting
It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.
Also with the email addresses, this should be interactive. I should be able to click on the email address and be able to send an email to the client, instead of clicking on the email address to just be able to see the email address again.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Search by phone number
Search by Phone Number for Client/Supplier. It is noted that this feature ihas been made available, but it isnt working. I entered the number in the same format but no matching. This is helpful when I'm making Debt collection calls and they call back.
Search also by ABN to help identify same owners.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesHi Sue, just wanted to follow up with you on this idea again to see if we can get further insight and ensure we're on the same page.
Can you please explain where you're selecting Dec/Jan for filing an annual return?
In XPM/XPH in Clients > Business section, there's a month picker labelled as Balance Date - this is what Tax uses.
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