Xero Partner Hub

7 results found

1. Practice tools | Jobs - Archived returns to show in their original job

   Since the recent updates, we've noticed that once a return is marked as “archived”, it no longer appears within the job it was originally created in. Previously, archived returns remained accessible through the job.

   Could you please reinstate the ability to view archived returns within their associated job?

   26 votes

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey team, thanks for sharing on this with us here. I'd like to share that our product team have been working through ideas in the forums here and we have made an update so archived returns will now show in the job they were originally associated with.

2. Practice Tools - Restore clickable third-party URLs (Ignition) in Job/Client fields

   Prior to the update, using a third party application for propsals/job setups, would imbed a URL link to the job, so you could confirm tasks and prices that were proposed. You could select the link, and it would take you to the document, but now, you need copy and paste the link in the browser? What happened to this feature? Specifically, this has happened for the Practice Ignition platform.

   5 votes

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   2 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your feedback and understand the efficiency in a direct hyperlink to the document.

   I'm pleased to confirm that our team made a change and you should find that the link is now clickable and will open the document.

   Thanks!

3. XPH | Home Page Job Over view - provide the ability to add Priority Column

   Home Page Job Over view - provide the ability to add Priority Column and the sort should be by due date then priority level - Urgent to low

   3 votes

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   1 comment  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, happy to share that we have just released an update to the Jobs widget on the Xero Partner Hub homepage where you can now add Priority as a column with the ability to sort by any of the column headers 🙂 Thanks for feeding back on this with us here.

4. XPH | Navigation bar - Favourites for reports access

   The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
   Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should be there.

   The favourite star button reports doesnt seem to do anything. I have created a report for WIP that I run when billing and have starred it as one of my favourites. The starred report is not in the Practice drop down list and every time I have to click on Practice Report Builder and then scroll all the way down to the WIP Ledger section to click on my report.
   Any starred reports should be on the drop down list in Practice or better still there should be a seperate section in the black ribbon called Reports and they should… more

   3 votes

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we were able to turn this feature around quickly and you'll favouriting of reports from your My reports page of the Practice report builder is now available.

   If you had favourited reports from the old experience these will automatically show in the Practice drop down of the new navigation.

   Thanks again for your feedback with us here!

5. Job Status Listing in New XPM

   The old home page in XPM used to show all my jobs grouped by job status and in the processing order. For example "Not In" then "Drafting" then "Resolving Queries" then "In Review" then "Finalising".
   Now I have to click onto a another page to see all my jobs (not so bad as just one click). BUT if I try to sort by status it sorts on alphabetical order instead of stage in the process. For example "Drafting" then "Finalising" then "In Review" then "Not In" then "Resolving Queries". It is not an easy or instinctive way to review your job statuses.

   The old home page in XPM used to show all my jobs grouped by job status and in the processing order. For example "Not In" then "Drafting" then "Resolving Queries" then "In Review" then "Finalising".
   Now I have to click onto a another page to see all my jobs (not so bad as just one click). BUT if I try to sort by status it sorts on alphabetical order instead of stage in the process. For example "Drafting" then "Finalising" then "In Review" then "Not In" then "Resolving Queries". It is not an easy or instinctive way to review your… more

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Catherine! We've just released filtering by State in the job widget. 😊

   You can select a single or multiple filters on this widget to get a better view of the Jobs you want to see from the Homepage.

6. Jobs - Right click to open return in new browser tab

   Previously in the Job screen you could right click on a tax return type and open in a new tab to add the tax returns for the job while you still have the job open, could you please put this functionality back in?

   3 votes

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   0 comments  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks again for feeding back on changes that'll help you work in the new practice experience 🙂

   I'm pleased to share that our team have quickly taken action to implement this change and you'll now find that you can right click to open a tax return in a new browser tab like you could before.

7. Jobs - Hold description format once saved

   Job Description - the layout I have, to make the jd easy to read, collapses into unformatted text once saved.

   E.g.

   Scope:
   - A
   - B

   Outcome
   This and that

   This merges to become:

   Scope -A - B Outcome This and that.

   It makes it very difficult to read. Please keep the layout as I have it when I create the job description.

   1 vote

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   1 comment  ·  Jobs  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Glennis, happy to let you know our team have just made an update that should now mean your formatting is held when you save the description of a job.

   Thanks again, for connecting with us about this, here 😊