31 results found
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XPH | Homepage - Ability to resize widgets
would be good to be able to resize the widgets to show more of what is important to us individually ie: I would like to be able to make the job widget bigger to show more jobs and shrink the time summary which is not important for my particular role
38 votesHi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
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Practice | Homepage - View if a clients bank feed has a connection issue
It would be useful to easily view and take action in client orgs where a bank feed has a connection issue.
9 votesIt’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
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XPH - Special characters especially on names
Getting people's names correct is table stakes.
My name has an accent on the e - Rémi - but it comes up on XPH as "Rémi". I would not want my staff's names, or client names, appearing amiss. Not sure if this would then flow through to invoices.
19 votesHi everyone, thanks for your engagement on this idea! We completely understand why it matters, especially for our global Partners. A person’s name is a big part of who they are, and having to simplify or change it just to fit into a software field can be frustrating and confusing.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see its impact. Are there particular characters or languages where you notice this most?
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Practice | Homepage - View if a clients feed needs refreshing
Being able to see which clients have feeds that need refreshing would help with taking actions quickly to ensure client data stays updated
6 votesHi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
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XPH - Edit date range on Time Summary Widget
It would be good to be able to edit the date range on the Homepage Time Summary widget so it reflects the same as our pay week.
4 votesThanks for bringing this idea to the community, Casey.
Having the option to choose the date range shown in the Time Summary widget could make it easier to review time over the periods that matter most to your team, without needing to switch to other areas of Xero Partner Hub.
I've updated the status of this idea to Gaining Support. If you'd like to see this added, please continue to vote and share how you'd use custom date ranges in your day-to-day workflow.
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XPH | Homepage time summary widget - Show 7 days
Time summary on home page. It would be great if we could have a seven day view on the main page as not all work is completed within traditional business hours.
I was sure that it showed me seven days last week but I am wondering if this updates if there are weekend entries?
Really enjoy the experience so far!
Thanks!
9 votesAppreciate your feedback, Kerry. Currently the time summary widget is based around capacity which is only Mon-Fri. However, our product team are keen to get a better sense of interest around this and will be keeping a watchful eye on the support in this idea.
I'll let you know if there are any updates.
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XPH | Homepage - Team performance & management metrics
It would be AMAZING if we could have some useful management reports, like monthly Team Performance by staff member with KPI data (write offs $, write off %, ROI, Average charge rate, total invoiced, closing WIP) and Practice Performance over the same metrics :)
Also some dashboard widgets that show these metrics personal to the user on their home page.
13 votesAppreciate the feedback and understanding other insights that you'd find most useful. Our team are evaluating the feedback from these forums with a keen eye as they continue to explore improvements and we';ll share if there are any plans for this, here.
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XPH - Reduce the size of the Timer screen
When you click to start the timer in Xero Partner Hub, the pop-up box fills 1/3 of the screen. It blocks access to items on the right hand side of the page underneath (for example the 'go to xero' from the insights page or the 'next page' arrow in the clients list). The only way to fix it is to scroll back up to the top of the page, minimise the timer, and scroll back down.
I would prefer to have the timer box open when I'm working, but while it fills so much of the screen it isn't practical…2 votesHi Antonia, thanks for highlighting this. We can see how a more compact timer could make it easier to track time without taking up screen space while you work.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows or pages where the timer is most disruptive, we'd love to hear more about them.
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Partner Hub Homepage - Add Tax Year Filter Tax lodgment's widget
That the tax lodgements widget on the XERO Partner Hub Dashboard is able to be filtered by tax year
2 votesThanks so much for taking the time to share this idea with us 🌟. We really appreciate you explaining what you'd like to see here, and we can understand how having this available would make things easier.
We've now moved this idea into Gaining Support so other customers can vote on it and add their feedback too. This helps us better understand how many people this would help, the different ways it's being used, and the overall level of interest from the community.
Your feedback is really valuable in helping us build a clearer picture of what matters most to customers, so thanks again for taking the time to raise it and share your thoughts.
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XPH - Ability to customise banner colour
XPH colour - can we have something a little more lively then grey? Tax isn't all that exciting as it is and the grey instead of the green that it used to be (or even a nice blue) just feels a little torturous
5 votesThanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
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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?
2 votesThanks 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 | Homepage - Create tasks and recurring tasks to show on your homepage
A function to create tasks and recurring tasks to show on your dashboard, much like Google Tasks. A basic To-Do list that shows recurring tasks that you need to complete every month for each client. This links in with XPM as a CRM system.
10 votesAppreciate your idea here, Johnny. Great to be hearing how we could make more improvements to the new Xero Partner Hub homepage to help your practice run.
We'll start to track the support in this here. As you'll have seen our product team are highly engaged with the feedback coming in on this and I'll make sure to let you know if there are any updates for this in the works.
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XPH | Customisable homepage graph/table colours
Customisable graph/table colours would be excellent, even if it were just 2 or 3 preset options. The blue/red default is a bit harsh.
5 votesHi everyone, thanks for the suggestion! We understand that having more control over how your dashboard data looks would make it easier to interpret your practice’s performance at a glance. Customising graph and table colours isn’t just about aesthetics—it helps the data stand out in a way that fits your reporting needs or brand.
We know that adding more flexibility here would make it easier to focus on the metrics that matter most. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how visual customization could enhance your daily experience in Xero Practice Manager.
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XPH - Add interactivity and Partner/Manager filters to Activity Statements widget
Activity Statements Widget, it would be able to click on the columns and got to a filtered view of the activity statements. Also it would be good to be able to filter by partner/manager. On of the big issues with auto created BAS/IAS is the is not parter/manager assigned to them if we could get a filter for partner/manager based on the partner/manager set in the client file it would be fantastic.
5 votesHi everyone, it’s helpful to hear that the Activity Statements widget could do more to support quick oversight. Being able to filter by Partner or Manager and click through to those filtered views sounds like it would make it much easier to stay on top of workloads and keep deadlines visible across the practice.
For now, a good option is to run the full Activity Statement report and use the filters there to drill into specific staff portfolios.
I’ve moved this idea to Gaining Support so we can keep track of interest and help our product teams see the value of adding more interactivity and staff-level filtering here.
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XPH | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
5 votesThanks for your feedback here, Ruby. We'll start to get a track of the interest in this through your idea here, as our product team continue to make improvements to the homepage. I'll be sure to let you know if there are any plans made.
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Use of Timer for Timesheet Entry
The Timer doesn't allow you to scroll to the bottom to see the next time entry unless you are on the home page.
8 votesThanks for sharing your feedback on the new Partner Hub timer experience. This is essential for the Product team to glean what is working and what is not. We have moved this to Gaining Support so others can comment and vote on this idea and if there are any updates we will mention them here.
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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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