Xero Partner Hub

5 results found

1. Update job page formatting - too clunky

   Update job formatting - Its too clunky and feels too big, too much white space

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Job Manager Homepage WIP Value$ Column

   Can a column be added to see the WIP value in $dollars rather than a percent, this makes it a lot clearer to see time spent on a job.

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Jobs - Period Start Date and End Date (UK) VAT returns and Companies House

   Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed - whether it was filed through Xero, or whether the VAT return was filed according to HMRC

   Can you also integrate with UK Companies House API to retrieve automatically the next year end of limited company accounts - period start date, period end date, submission due date. The linkage should be automatic assuming you have entered the company registration number in XPM.

   I think if XPM is going to become a true practice management solution, it needs to be able to do these automated things - whether the underlying client has a xero org or not.

   Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -… more

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   0 comments  ·  Jobs  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. Move Job Costs Between Jobs (Pre‑Invoice)

   In Xero, job costs entered under the Cost tab are locked to a job once created.
   If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.

   This creates:

   High admin overhead
   Reconciliation issues between Xero and XPM
   Increased risk of errors and missed costs
   Frustration when compared to how easily timesheets can be moved

   This issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.

   Ideally, maybe we can move them to the correct job as easy as moving timesheet.

   In Xero, job costs entered under the Cost tab are locked to a job once created.
   If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.

   This creates:

   High admin overhead
   Reconciliation issues between Xero and XPM
   Increased risk of errors and missed costs
   Frustration when compared to how easily timesheets can be moved

   This issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.

   Ideally, maybe we can move them to the correct job as… more

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   0 comments  ·  Jobs  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.

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   Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.

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   0 comments  ·  Jobs  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂