36 results found
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XPH - Activity Statement widget bar should redirect to a filtered AS list
Where there is a widget showing the BAS returns required to be prepared for the Quarter, would it be possible to tap onto that Bar Chart, so that it hsows the names of the entities or takes you to the listing of the entities to have their returns prepared?
1 voteThanks for highlighting this idea, Michael. Being able to select a section of the Activity Statement widget and go straight to a filtered list could help reduce a few extra steps when managing work from the dashboard.
For now, clicking on the Go to tax link will redirect you to the Tax Returns list.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd find this useful, add your vote and share which widget sections you'd expect to take you directly to filtered results.
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XPH - Add a dashboard widget specifically tracking tax returns that are ready to be prepared
Where there is a widget showing the Tax Returns required to be prepared for 2025, would it be possible to tap onto that Bar Chart, so that it hsows the names of the entities or takes you to the listing of the entities to have theirreturns prepared?
1 voteThanks for sharing this idea. We can see how having a dashboard widget that highlights tax returns ready to be prepared could make it easier to monitor workloads and prioritise work throughout the day.
In the meantime, you can use the Ready to start tab in Tax Manager to view returns that are available to prepare. This provides a dedicated list of returns that are awaiting action, helping you keep track of upcoming work.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would help your practice, add your vote and let us know how you'd like to see this information displayed on the dashboard.
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XPH | Homepage - Change spelling of Lodgements Widget
The new Lodgements widget has the word 'Lodgements' spelled as 'Lodgments'. Please fix.
4 votesAppreciate the feedback, Ben. We'd like to track the interest in this spelling through your idea here. Both ways of spelling this are correct and 'lodgments' currently aligns with how ATO's spelling of this.
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Partner Hub Homepage - VAT widget
Have a widget on the homepage showing VAT returns due
1 voteThanks for sharing this idea 😊 We can see how having VAT returns due visible on the Partner Hub homepage would make it easier to stay on top of upcoming obligations without needing to navigate elsewhere first.
Having this available as a widget could give practices a quicker view of what needs attention and help with day-to-day planning. We’ve moved this idea to Gaining Support so we can track interest and help our product teams better understand the value of bringing VAT due visibility onto the homepage.
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Partner Hub - Ability to customise and re-order the Quick Actions menu
Quick actions are great but I would like to be able to re-order these to have the most used at the top etc
2 votesHi Stacey, we can see how much time being able to customise the Quick Action menu would save, especially when managing a large portfolio of clients.
This idea has been moved to Gaining Support so our product teams can understand the interest in this feature. We’d love to hear what other actions or pages would you like to be able to pin to your Quick Action menu? Your input helps the community and shows the value of this idea.
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XPH - Add a "Partner" filter to homepage widgets
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
2 votesWe can see how a Partner filter on the widgets would help practices with multiple partners focus on the work relevant to them, without the broader view feeling cluttered.
At the moment, filtering by partner is available in areas like Jobs and Clients, but the dashboard widgets don’t support that same level of filtering.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
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XPH - feature to suspend client licenses for payment arrears
Just like many other partners, we pay subscriptions on behalf of our customers. It will be very usefull that Xero permit suspends a client's license when they have not paid.
Example, in many times we need to pay all licenses to prevent Xero suspend all licenses, so in that case Xero suspend licences for some customer, even those customers that paid on time. Otherwise, Partner has obligation to pay on time all licenses, so is very complicated suspend license for a few customers, that not pay on time.
for now we change user role to user read only, so in…
2 votesHi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
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XPH - Ability to minimise Timesheet Entry from any page
The Timesheet Entry pop up on the right side of the page, Cannot be minimised outside of the Home page screen. So if you toggle to a client or to correct a job and happen to have not closed it, you can't then close it without returning to the main home screen. Despite the Cross in the corner, this appears not to work.
4 votesThanks for the feedback, Francisca - By chance have you raised this with our Xero Support team to take a closer look into as sounds more like a bug if the option is not working, and they have tools to be able to investigate.
Either way I've shared this back with our product team and will let you know if there are any updates on this here.
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XPH - Show unreconciled bank items and open job task counts on the Overview homepage
On the Partner Hub, it would be nice to see a number of uncompleted tasks or the number of transactions that need to be reconciled. This would prevent us from having to open each client to see what still needs to be completed.
1 voteHi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.
We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.
As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.
This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.
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Xero Partner Hub | Jobs - Change timer icon
The timer icon looks almost just like a circle, the hour hand is tiny, it's barely distinguishable from the magnifying glass next to it, so it's hard to know what it means. How about using a picture of a stopwatch or copy the icon used by the iphone.
2 votesThanks for your feedback, Jonathan. I'll share this back with our product team, and for now we'll track the interest from others Partners on this here.
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XPH | Navigation - Add a one-click shortcut to XPH from the main Xero homepage
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
1 voteHi Shery, appreciate your suggestion. We understand that when you’re switching between client work and your practice dashboard, quick access really matters.
While you can get to practice tools through the organisation menu today, having a one-click shortcut to the Xero Partner Hub from the homepage would make things faster and more seamless.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve the day-to-day experience.
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XPH - Actionable WIP widget with integrated invoicing button
Widget that shows the WIP and allows you to Invoice from the WIP Module.
1 voteThanks for taking the time to raise this idea. It sounds like moving between the dashboard and the Invoices area to act on Work in Progress (WIP) can add a few extra steps when you’re ready to bill. Having a single widget that not only shows outstanding WIP but also lets you raise an invoice directly would help make the handover from work completed to billing more seamless.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more actionable WIP widget could streamline invoicing workflows across practices.
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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…
1 voteHi 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.
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XPH - Add an "ATO EFT Report" widget to the Partner Hub homepage
Allow us to manage client refunds more effectively.
1 voteHi Cam, appreciate you bringing this idea forward.
It sounds like keeping track of tax refunds and payments is an important part of managing your practice, and needing to jump into the Tax module to run the EFT report can interrupt your flow. Having this information available on the Partner Hub homepage would make it easier to stay on top of client cash positions and spot anything outstanding.
Right now, the only way to view this is by navigating to the Settings and running the EFT Reconciliation report.
I’ve moved this to Gaining Support so we can track interest and help our product teams assess how bringing this into the homepage could better support day-to-day visibility.
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XPH | Homepage - Ability to control widget access for other practice users
Customise widgets at a master level; for example graduates do not need to see lodgement tracking and status, we should be able to remove these widgets at a master level without having to edit from within each staff members login.
1 voteThanks for your feedback, Amy. Appreciate why you may want to be able to better control the widgets other staff in your practice may see on the Xero Partner Hub Homepage.
We'll start to get a better understanding of the interest from practices in this control here and I'll let you know if there are any updates.
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XPH - Improve visual differentiation between Practice-wide views and Client sections
We need a different look for the practice manager home site, not a black header with Clients on it.
1 voteThanks for sharing this suggestion! We understand that when switching between your practice dashboard and a client’s file, it can sometimes be hard to tell where you are. A clearer design or color-coding would make it easier to see which view you’re in and help reduce mistakes.
We know a stronger visual distinction would make navigating Xero Practice Manager more intuitive. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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