Xero Partner Hub

3 results found

1. XPH Homepage - View full Time Sheet Entry

   New Timesheet Entry - we prefer the old full page view of timesheets from the Dashboard Enter Time screen. You can't see the full page view with the timesheet notes now.

   Also, the notes entry window should be shown at all times, not be click to open. People will forget to enter their timesheet notes if it is not viewable at all times (like I just did). The time popout box hides some other entry points - like editing staff client access, it shows behind the time box, and it wouldn't shut, I had to hit refresh to get rid of it to view the area I needed to.

   The other thing I notice is I can't click through to clients or jobs now from timesheets. This was a quick way to navigate. Now I'm forced to use the new search which isn't functioning how it used to...

   New Timesheet Entry - we prefer the old full page view of timesheets from the Dashboard Enter Time screen. You can't see the full page view with the timesheet notes now.

   Also, the notes entry window should be shown at all times, not be click to open. People will forget to enter their timesheet notes if it is not viewable at all times (like I just did). The time popout box hides some other entry points - like editing staff client access, it shows behind the time box, and it wouldn't shut, I had to hit refresh to get rid… more

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   3 comments  ·  Partner Hub Homepage  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi Theresa

   Thanks for raising your idea.

   However, this idea doesn’t quite meet the criteria for a “good idea” because it includes a few different things at once:

   • Several separate feature requests (full-page view, always-on notes, click-through navigation)
   • Plus what looks like a potential bug or performance issue (the time popout covering parts of the screen and only clearing after a refresh)

   To make sure everything gets looked after properly:

   For the potential bug/performance issue:

   The problem with the time popout blocking the screen and getting stuck sounds like a technical issue. It’s best to report this directly to Xero Support, so the team can investigate and fix it.

   For the feature requests:

   Your suggestions for a full-page timesheet view, always-visible notes, and improved click-through navigation are great improvements. To give each idea proper visibility and allow the community to vote on them, please submit each feature request as its own individual idea in the Ideas forum.

   This helps ensure clear feedback for the Product team and makes your ideas easier for others to discover and support.

   Please feel free to raise an idea with us again.

   Hi Theresa

   Thanks for raising your idea.

   However, this idea doesn’t quite meet the criteria for a “good idea” because it includes a few different things at once:

   • Several separate feature requests (full-page view, always-on notes, click-through navigation)
   • Plus what looks like a potential bug or performance issue (the time popout covering parts of the screen and only clearing after a refresh)

   To make sure everything gets looked after properly:

   For the potential bug/performance issue:

   The problem with the time popout blocking the screen and getting stuck sounds like a technical issue. It’s best to report this directly to Xero Support, so the team can investigate and fix it.

   For the feature requests:

   Your suggestions for a full-page timesheet view, always-visible notes, and improved click-through navigation are great improvements. To give each idea proper visibility and allow the community to vote on them, please submit each feature request as… more

2. XPH - View Jobs assigned to me as manager, staff or partner not working

   When I toggle to view jobs assigned to me as manager, staff or partner it shows zero jobs and does for all our staff. I assume this is to be fixed?

   1 vote

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   0 comments  ·  Partner Hub Homepage  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Middleton (Admin, Xero) responded

   Sorry to hear the troubles you're running into here, Lisa. If this still isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!

3. Add new job button on home page

   There should be a button on the home page that allows you to create a new job.

   1 vote

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   0 comments  ·  Partner Hub Homepage  ·  delete…  ·  Admin →
   Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi there and thanks for the suggestion!

   
   

   I can see how a direct shortcut on the home page would help speed up your workflow when starting a new project.

   
   

   Just in case you haven't used it yet, you can create new items quickly from any page in Xero by clicking the plus (+) icon in the top right header. Depending on the version of Xero you're using, you might find a "New Project" or "New Job" option there to save you navigating through the menus.

   
   

   I've moved your post to our Feedback section. To move this into Gaining Support for community voting, we need a little more detail on how this would impact your business—for example, how often you’re creating jobs and how much time a dashboard button would save your team.

   
   

   If you’d like to create a new post with those extra details, I'd suggest the title: Projects - Suggestion for improvement: Add a 'New Job' shortcut button to the Dashboard.

   
   

   Hi there and thanks for the suggestion!

   
   

   I can see how a direct shortcut on the home page would help speed up your workflow when starting a new project.

   
   

   Just in case you haven't used it yet, you can create new items quickly from any page in Xero by clicking the plus (+) icon in the top right header. Depending on the version of Xero you're using, you might find a "New Project" or "New Job" option there to save you navigating through the menus.

   
   

   I've moved your post to our Feedback section. To move this into Gaining Support for community voting, we need a little more detail on how this would impact your business—for example, how often you’re creating jobs and how much time a dashboard button would save your team.

   
   

   If you’d like to create a new post with those extra details, I'd suggest the title: Projects -… more