XPH - Add a "Recently Paid Invoices" widget to the homepage
Add a configurable “Recently Paid Invoices” widget to the new XPM Partner Hub homepage that displays the 10 most recent invoices marked as paid (including client name, amount, payment date, and linked job). This would allow us to immediately see payment activity as soon as we sign in, with the ability to click through to the related job.
Our accounts team often relays which invoices have been paid, and we then have to go searching in Xero and XPM to update job statuses. As we frequently wait for payment before lodging returns, having paid invoices visible on the homepage would significantly speed up our workflow, reduce manual checking, and better align our accounts and lodgement teams.
Rhys Field
shared this idea
Hi Rhys, thanks for sharing this suggestion. It sounds like having a “Recently Paid Invoices” widget on the Partner Hub homepage would make it much easier to stay across incoming payments at a glance. Being able to quickly see the latest settled invoices, along with key details like client, amount, payment date, and linked job, would help reduce the need to jump between reports and screens during the day.
Right now, this information can be found by going to the Archived Invoices section.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how surfacing recent payments directly on the homepage could support faster workflows and better alignment between accounts and lodgement teams.
