5 results found
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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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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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tax manager status
At present the returns move through as Draft/Completed/Approved/To sign/To file tabs.
(1) When I send a return, the To sign tab Signature Status shows as Out Sign. When it comes back in that tab it says Returned; but in the ALL listing it still shows Out to Sign. (a) both should say Out to Sign, and (b) if it has returned, it should say Returned everywhere.
(2) In the To Sign tab it shows both returns that are Out to Sign and Returned. I'd prefer a separate tab for Returned, (a) so we know what has come back and can…3 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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JOBS - If you create a new job it would be nice to have the option to select recurring or normal.
Currently if you click on the short cut on the Home Page to create a new job, there is no option to create a recurring or normal job, it defaults to normal. You have to go to jobs and then have to go to recurring.
I would also make a larger short cut for creating jobs and time processing (and invoicing) on the Home Page!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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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 votesThanks for responding to my update, Sue. Apologies it's taken a little to get back to you here
Just want to check if we're referring to the same thing here - 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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