28 results found
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XPM - Inline editing for job due dates on the Jobs dashboard and Client tabs
It would be good to have the ability to quickly update the due date of a job either directly from the XPH homepage under the 'Jobs assigned to me as staff' or from the client 'Jobs' section without having to go into each job and edit the due date. Or both options would be great too!
2 votesThanks for your feedback! Your idea has been reviewed and is now open for community support.
To help it gain momentum, please share it with your colleagues so they can cast their votes. Community members can now also comment on your post to share how this feature would improve their workflow in Xero.
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XPH - Show archived Tax Returns and Activity Statements within the linked Job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
1 voteHi Sean, thanks for the suggestion! We understand that when you’re reviewing a job’s history, not having a complete view of all related tax returns and activity statements in one place can add extra steps to your workflow.
At the moment, you can view this information by navigating to the Tax menu and filtering for archived returns. We can see how having a full audit trail of returns and statements directly within the job would make things more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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XPH - Make "Email to Client" button visible
Email client button has been hidden away in the three dots at top right. I use this everyday and it's so annoying that it's not visible anymore
1 voteThanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.
It sounds like those extra clicks at the final step of a return can really slow things down.
I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.
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Job Notifications - should show in Job Manager
Job Notifications - new notifications do not open up until you open an existing job (so we do not know that they are even there until you open the job)..Suggest Job Notifications should open when entering Job Manager (i.e. One level up).
2 votesThanks for the suggestion, Barry. Good to be hearing this sort of feedback on how we could improve your use of Jobs in Xero Partner Hub.
We'll get a sense of the interest from community in this here and I'll share if there are any changes for the notifications planned.
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XPH - Add a "Staff Member" filter to the All Tasks view
When going to all tasks, it would be great to filter by staff member
1 voteHi Sue, thanks for bringing this idea to our attention! A staff member filter sounds like it could be a real time-saver for managing Tasks in XPH. Being able to see everything assigned to one team member instantly would make it much easier to balance tasks and ensure nothing slips through the cracks.
We’ve moved this idea to Gaining Support so the product team can see how helpful more granular task filtering would be.
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Practice tools | Jobs - Set priority for recurring jobs
XPM - Set priority for recurring jobs
1 voteAppreciate your feedback on how we could improve Jobs for your practices use, Robert. We'll start to get a sense of the community interest around this here.
Our product teams are paying close attention to feedback on this feature and I'll share if there are any updates here.
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XPM - Ability to favourite a job
Ability to make a Job a favourite to appear at the top of my job list. eg. Admin Job etc
1 voteWe appreciate you taking the time to suggest how favouriting jobs in XPM could help streamline your workflow, especially for frequently accessed items like Admin jobs.
We've moved this idea to Gaining Support, which means our Community team has reviewed it and it's now open for the community to show their support through votes and comments. This helps us understand how many users could benefit from this type of functionality and informs future product decisions.
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XPM - Updating Job States in bulk using CSV files
Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.
Proposed Solution:
Introduce a Bulk CSV Upload for Job Updates feature in XPM that:Matches existing jobs using Job Number as a unique identifier.
Allows updating specific fields such as:Job State
Priority
Assigned StaffProvides a preview screen…
1 voteThanks for sharing this idea with us. We appreciate you outlining how a bulk CSV upload feature for updating jobs could help practices manage large volumes of jobs more efficiently.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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