16 results found
-
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.
39 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.
-
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?
18 votesHi everyone, thanks for your feedback on archived returns in jobs. We appreciate you sharing how important it is to keep archived returns visible within their original jobs for practice management.
This idea has now moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would find this helpful to add their votes and share how this could benefit their workflow.
-
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.
14 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.
-
Xero HQ - Display 'Start Date' column in Client and Group job lists
The list of jobs at a client level and Group level no longer displays the start date. Only due date is showing.
This functionality was available before. I am not sure why it was omitted. Helps team members to review and prioritise jobs for a Group based on the start date when the job was received or has been scheduled to start.11 votesThank you for sharing your idea and highlighting the changes that are most important to you.
Your idea has been reviewed and is now open for community support. We encourage you to share it with colleagues who may benefit, so they can add their vote.
Community members can also comment to provide additional insight into how this idea could improve their experience with Xero.
-
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.
9 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. 🙂
-
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.
11 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.
-
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.
5 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.
-
Jobs - Show current and archived jobs on one page
JOBS - keep current and archived on one page, like it previously was is PM
2 votesThanks for your feedback on viewing current and archived jobs together in XPM. We appreciate you sharing how important this unified view is to your workflow.
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.
-
Clients | Jobs - Ability to search
Please add "Search Function" under the client Jobs - same as in the job manager in order to search for specific "current" and "archived" jobs, the sort function is not sufficient.
2 votesThanks for sharing your idea, Louis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll start getting a sense of the interest here and share if there are any updates.
-
Xero Partner Hub - Access to Job from Timer
I use the timer, it would be great to be able to access the job from the timer menu rather than opening job manager.
2 votesThanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊
I've shared this back with product and I'll let you know if there are any updates.
-
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.
-
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!
1 voteThanks 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.
-
Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget
Ability to scroll through jobs on Dashboard.
List in Widget to be able to scroll through.
1 voteHi Jacqui,
Thanks for this suggestion! I’ve moved your idea into Gaining Support.
Currently, the Projects widget on the dashboard only shows a handful of your most recent or active jobs. If you have a larger list, you have to click away from the dashboard to see them all.
I can see how a scrollable list would be a huge benefit for project managers who want to keep an eye on everything from one screen! I’ve updated the title to "Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget" to help other members find and vote for it.
Quick Tip for now: Don't forget that you can also use the JAX (Just Ask Xero) assistant on your dashboard. You can ask "Show me the status of [Project Name]" to get a quick update without leaving the page while we wait for more votes on this idea!
-
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.
-
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.
-
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).
1 voteThanks 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.
- Don't see your idea?