13 results found
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More visual prompts
This new version is very difficult to read, with headings, details and all information in the same font with no variation. The old version was much more user friendly with the buttons to perform actions obvious - without having to scroll through the whole screen to find what you are looking for. The clients name should appear is large font at the top of the screen (in addition to the job number). The three dot dropdown is cumbersome and a pain to remember to go to every time you wish to make changes. Would it also be possible to update…
6 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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NZ Tax Returns - Cannot See Navigation Bar for Certain Returns
When we are in a tax return for a client (specifically IR6, IR7 and IR4) we can no longer see the navigation bar at the top of the screen. So we are unable to navigate out of the tax return unless we click on the job link or clients name which just results in additional click and isn't practical. Please could this be updated as the navigation bar is essential and should be at the top of every page in XPH/XPM.
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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Please reinstate the ability to drill down for invoicing owing
Please reinstate the ability to view and drill-down on 'invoices owing to you' from the home screen. We could click on each bar on the bar graph within 'invoices owed to you'.
and quickly view actual invoices outstanding (by age) and then drill down further to view each invoice.
This made it real easy to send payment reminders to customers and quickly and easily see invoices by line. For some unknown reason, this functionality has been deleted with the latest update.
Now only option is to run an aged receivables summary report, but it is so clunky and requires numerous…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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Tax Manager - Add custom field to search filter etc
As Tax Manager is currently still in beta phase, I have a couple of ideas:
Is it possible to include an extra filter under 'Client' for custom fields? We currently sort most of our reports by Partner, Manager and then a custom field for accountants. This helps us to customise client lists for each accountant.
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to…
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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Tax Status Widget - NZ
While filtering for Income tax and Sales tax is a great feature on the widget, can the IR526 returns be removed from the Income Tax tab? IR526 is not an income tax return and it shouldn't be included in the stats.
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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notifications
I only use the homepage when I first start Xero and then it's straight onto the timesheet page which stays open all day. I therefore need to be able to see the notifications on the timesheet page as it was under the old layout. I, also, as with the old layout, need to see both my timesheet & the notifications on the 1 page.
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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Collapsible sections to reduce custom field space
With the use of filtering and custom fields for jobs and clients on various apps the job within XPM and now Practice Hub has become elongated.
It would be create if the custom fields could be stored within a collapsible section which could be opened when needed otherwise closed to show returns attached to the job without the need to scroll down.
The other option would be to move the custom fields to be listed down the left or right hand side of the main job details reducing the white space as mentioned in other posts.
This could be further…
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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XPH's Bank reconciliation
Bank reconciliation widget should have the option to show just your clients which you've been assigned to as manager, rather than having to individually select each one. At this stage I don't have the time to select each one, so the whole thing is meaningless & I've turned the widget off.
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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Lodgments Overview Percentage lodged displayed
It would be more beneficial to show the percentage lodged as the large bold item rather than the percentage lodged on time. I know you can hover over the bar and the percentage shows, but we all track total lodgments and this would make it clear to all staff.
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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TABS
XERO PARTNER HUB - when an ITR is lodged with the ATO and the NOA is processed there is no connection between the tabs FILED and NOA.
The FILED tab does not allow you to filter by Tax Agent clients.
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 Partner Hub - Widgets on home screen. Selection not holding
Maybe when I remove widgets off my home screen - they can stay off? every time I go back to my home screen they all reappear again?! Very annoying
1 voteHi Kellie, is this occurring for all widgets or just when deselecting the Bank Reconciliation widget?
If multiple I'd recommend raising a case with our team of specialists so we can get a closer look in and investigate.
We're aware of behaviour for the newer Bank Rec widget atm, and this is something the team will be addressing - You can see my post about this recently here.
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Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
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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Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
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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