32 results found
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XPH | Navigation - Reports on the main bar
Reports is now buried under Practice, can we please have it back on the main blue bar. We use it a lot and now there is more clicks. It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?
35 votesHi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
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Clients - "Go to Xero" to open in another tab
On the client screen when you click on "Go to Xero" it should open in another tab not the not redirect the current browser page to Xero.
45 votesThanks for letting us know the changes that would make a difference for you when working with clients, Christopher.
Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.
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Tax Manager - Counts of items in categories
All, Draft,Completed,Approved, To sign etc... each of these are now on the left side instead of the old version of them on the top - which is fine. BUT
In the old version I could see I had 10 to approve and the admin team could see they have 12 to send out. Can we have the numbers back?
See mockup
15 votesGreat to hear you using and sharing back on our Tax Manager beta experience, Matthew.
Our product team are closely monitoring the feedback on this here, and as you may have seen this is a feature we have plans for developing, so I'll keep you updated on it's delivery here.
You can find out more, and see what else is coming to this experience from our Xero Central article. Thanks!
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Jobs - Reduce whitespace
The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.
22 votesThanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
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XPH | Client list - Match partial or similar name in search
When you search for a client with client name, old xpm it used to search for anyone with similar name, now it has to be exact eg John James Jones, if you searched John Jones, it would come up, now it won't and you have to type John James Jones for it to appear. If you type John it will come up but what happens when you have 50 Johns to scroll through??? Please fix.
13 votesThanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
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Clients - View additional contact mobile from clients page
Cannot view additional contacts mobile phone number on client screen, have to click on contact name. This has dropped off since upgrade. Please put it back.
12 votesAppreciate hearing about the details that are useful for you to view from the Clients details, Carey. We'll let you know if there are any plans put around this here.
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XPH | Homepage - Include Job Status in list
The Jobs List on the Old Home Page is a useful tool as it shows the status of Jobs allocated to you with out having to navigate away. This is important when more than one member of staff is allocated to a job. Allows you to know when to review or if a job has been sent for approval without navigating away from the home page.
11 votesGood to understand the details that you find most useful when quickly reviewing jobs, William. Thanks for sharing with us here.
For now, we'll get an understanding of others that'd also like to see this through your idea, here.
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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…
7 votesHi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
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Practice Manager | Invoices - Invoices of all status in once screen with a Paid indicator
Having the paid invoices in a separate archive folder is annoying. I used to be able to see the jobs and invoices in one screen, so having them separate is too many mouse clicks away and not immediately visible. Should be one screen for invoices, with a paid indicator next to it.
14 votesWe appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
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Job Status - Change colour of Save button
job status Save button should be Green or Blue like other Save buttons please - alerts your eye to it.
6 votesCan totally appreciate your idea from a consistency stand point, any. I've shared this back with our product team and will let you know if there are any updates. 🙂
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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
7 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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XPH | Home Page - A Widget showing last 5 or 10 visited clients. This will help navigate better
XPH | Home Page - A Widget showing last 5 or 10 recently visited clients. This will help navigate better on recently.
7 votesThanks for sharing what would make the new Xero partner Hub homepage more useful to you. For now we'll get a sense of the interest from other users in a widget like this. Our product team are monitoring these ideas closely and I'll share if there are any updates.
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XPH | Homepage - Team performance & management metrics
It would be AMAZING if we could have some useful management reports, like monthly Team Performance by staff member with KPI data (write offs $, write off %, ROI, Average charge rate, total invoiced, closing WIP) and Practice Performance over the same metrics :)
Also some dashboard widgets that show these metrics personal to the user on their home page.
7 votesAppreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
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XPH | Homepage - Ability to Filter Jobs
It would be helpful to add additional filters to the jobs on the dashboard so that you could filter out certain job states and see true workflow for jobs that are due at that point in time.
6 votesAppreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
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Jobs - View jobs on the side of screen
Job Page Hogs entire screen
- I'd assume majority are not blind and old. Old interface is so much better.
- I still want to see my jobs on the side.
- Change it, it's embarrassing.
8 votesAppreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
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Jobs - Add contrast to the new job creation design
The new beta job creation doesn't do anything the old one didn't do, everything is just either bigger or surrounded by more white space so there's less information on screen at once. It feels great on a touchscreen on an iPad, but I would assume most users are on a desktop where the experience is now just worse.
9 votesThanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
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XPH | Homepage - Tax Returns graphs
Can you please make sure we still get to have the tax alerts and the returns graphs. We look at this everyday for tracking purposes
5 votesThanks for feeding back here, Stacey. We have an existing idea around the Tax warnings that I've just added your vote to, and slightly amended your idea title to the graphs point so we can gain interest in this specifically here.
I'll let you know if there are any updates for this here.
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XPH | Jobs - Enter Time should default to last end time in your timesheet
Enter Time - you have to put in start time. It should default to your last time entry like it does under view timesheets.
4 votesThanks for sharing back on how you enter time for Jobs, Lisa. We'll start to get a gauge of others interest ion this from your idea here.
We'll keep a close watch and let you know if there are any updates planned for this here.
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XPH | Homepage - Create tasks and recurring tasks to show on your homepage
A function to create tasks and recurring tasks to show on your dashboard, much like Google Tasks. A basic To-Do list that shows recurring tasks that you need to complete every month for each client. This links in with XPM as a CRM system.
4 votesAppreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
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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.
3 votesHi Glennis, Milestones aren't available from the new Xero Partner Hub homepage, however if you'd like to use this you can still switch back to the old Dashboard.
Right now our product team are watching the feedback through this forum closely, and we'd like to gauge the interest from others for this on your idea.
- Don't see your idea?