192 results found
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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.
15 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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Jobs - Navigate back to job when you cancel editing
When editing jobs if you click on cancel rather than save. It does not bring you back to the job you are editing, it brings you to the full jobs list. It should bring you back to that job.
8 votesThanks for your feedback, Karen. Can see the logic in being straight back to the job you were in rather than to the full jobs list.
While we'll get a wider sense of interest around this here , I'll be sure to update if there are any changes planned for this behaviour.
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Jobs - View jobs on the side of screen
Job Page Hogs entire screen
- I'd assume majority are not blind and old. Old interface is so much better.
- I still want to see my jobs on the side.
- Change it, it's embarrassing.
38 votesAppreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
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XPH | Staff - Unable to scroll when adding time
When adding time you only get to view 11 "my jobs" and you cant scroll to see the rest. This functionality was in XPM but is no longer in the hub
4 votesHi team, thank you for raising this with us.
Generally when something isn't working as expected it's best to raise a case with our Xero Support team through Xero Central.
That said, we really appreciate your highlighting this with us and it's something our product team are looking into a fix for. I'll update here once resolved.
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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.
11 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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AU Tax - Send bulk signature reminders for outstanding tax returns
The ability to select multiple 'out to sign' returns and send a bulk reminder to sign. I know it automatically sends reminders but they stop after a few weeks.
4 votesThanks for bringing this suggestion to the community.
Being able to send signature reminders in bulk could help practices follow up on outstanding tax returns. This could make managing client approvals more efficient when there are a large number of returns to follow up.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, share how you’d like the bulk reminder process to work.
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AU Tax - Retain suspension reason history and notes after suspension is removed
when the suspension is removed you can no longer see why that return was suspended. it would be very helpful if the reason for suspending the return stayed in the history like a note. so when you look back you can see what issues that return had.
5 votesThanks for highlighting this opportunity. Retaining previous suspension reasons could give better visibility of a return's history after the suspension has been removed. This could be particularly useful when reviewing older returns or understanding why a return was previously paused.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share how you’d like previous suspension details to appear.
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Tax Manager - Dedicated "Overdue" tab for late lodgements
Can we have Late or Overdue Lodgements in a Separate Tab so they dobn't get buried with the others.
14 votesHi everyone, thanks for the suggestion. A dedicated Overdue tab in Tax Manager would make it easier to quickly see filings that have passed their due date, rather than relying on filters or scanning for overdue indicators.
At the moment, you can use status filters or sort by date due in the returns list, but we can see the value in having a clearer, dedicated view.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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Client - Add a dedicated field for former names or historical aliases
Would it be possible to add a field under Client for Former name/s? As ASIC agent there are multiple scenarios of where we need to enter any former names for a client. It would be great to see a field under the client where we could add their maiden name etc.
10 votesHi everyone, thanks for sharing this suggestion.
We understand why having a dedicated place to record previous client names or aliases would be useful, especially for businesses and practices that manage long-term client relationships where details can change over time.
This idea is suggesting the ability to store historical names directly on a client record, so teams can keep a clearer record of changes without losing access to previous details.
We’ll continue to track feedback and interest from the community around this. Please keep sharing your workflows and use cases here, as this helps us understand where improvements could provide the most value.
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Tax Manager - Highlight the Errors tab
When there are errored tax returns, the tab that appears needs to be different (different colour etc) than the other tabs around it.
The old returns view had the tab font coloured red, so it was easily identifiable as out of the ordinary.
The new Tax Manager view is now the exact same font and court as the other tabs, and is not easily noticed. This section needs to be highlighted, whether with a coloured bubble around the wording or a different colour font. If it is the same exact font as everything else on the page, it doesn't stand…5 votesAppreciate how having the Errors tab different to the other tabs would help draw attention to returns that need attention, Amelia.
We'll update here if there are any plans to make a change here.
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XPH - Pin Client Search bar and Timer to screen edge for continuous visibility
Allow users to pin the Client Search bar and Timer on the Righthand side of the screen so they remain visible and accessible regardless of which screen the user is working on.
This should result in easier time tracking with the timer always visible and available.
4 votesThanks for raising this. We understand the request to make the Timer and Client Search bar persistent across the page, so they're available without needing to scroll back to the top.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this is something you'd find useful, share how you’d like these controls positioned.
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Tax Manager - Sort by Group
The Tax Manager would be improved if it could be sorted by Group, or at least allow us to add the Group column. This would enable a quick reference for one client with multiple entities.
15 votesAppreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
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Tax manager - Split signing by client and by partner into separate steps
We had this issue with the original XPM where the signing by the client and signing by the partner are in the same "to sign" step. There should be a step for "out to sign" with the client so returns aren't accidentally lodged that haven't received the client's signature.
5 votesThanks for sharing how having separate signing steps for the client and partner in Tax Manager.
We understand how being able to send the return out to sign for the client first, followed by a separate partner signing step, could provide greater clarity and control before the return is lodged.
Though we don't have specific work planned for this yet, we’ll continue to monitor the feedback and support for this request.
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XPM - Reworking visuals on Timesheets and Productivity Dashboards
Make the timesheets and productivity metrics more attractive to incentivise employees to try and increase productivity or hours worked during the day.
Currently there is no visual appeal to having a 'better timesheet', either through more hours or a higher productivity (there isn't even any green that would signify a positive).
I suggest:
Having a widget (even just a simple line graph) that changes colour based on the productivity (i.e. a higher productivity would have a brighter green, good productivity green, low productivity red etc) - With this incorporating capacity reducing time to not skew this data
Introduce a metric…
16 votesHi Kurt, thanks for taking the time to share your thoughts on the XPH dashboards.
The idea of making timesheets and productivity metrics more visually engaging is an interesting one. As you’ve pointed out, the way information is presented can influence behaviour — whether that’s encouraging more timely entries or helping people quickly understand how they’re tracking against capacity.
I’ve moved this idea into Gaining Support so we can track interest and keep the conversation together. If this is something you’d value in your practice, adding your vote or expanding on how you’d use it will help build the picture for our product teams.
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Tax Manager – Include ATO clients missing from XPM/Xero Tax in the Ready To Start list
The returns ready to start from the ATO list need to also contain clients on ATO list not in xero tax so that we can use this list as our master list to clean up ATO clients/add new ones that may have been missed.
19 votesHi team, we can see how having the Ready to Start list in Tax Manager to include ATO clients missing from XPM/Xero Tax could make cross checking your clients list more efficient. Using this list as a single source to clean up or add missed clients sounds like a practical way to reduce extra steps.
This idea is now in Gaining Support, so it’s open for the community to vote and comment. If this would help your day-to-day work, we encourage you to add your vote and share your perspective—hearing how it could help in different situations gives the Product team a clearer picture of its value.
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XPH | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
13 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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XPH - Improve Jobs Widget to show more information
Hi Team
I have been trialling the new Partner Hub for awhile now and keep reverting back to the old version simply because of the Jobs Widget. In the old version I could see the state of all my jobs at a glance on the left hand side. I have a GST job state set up so that I just click on that job to complete and file their GST returns. The new widget does not display enough jobs so I have to click into the jobs module, then click into filters and select GST filter then click on the…
5 votesThanks Sarah for sharing your feedback here. We understand the request for a more dense Jobs widget that displays more items at a glance. Having greater visibility from the dashboard could make it easier to keep track of work without needing to open the full Job Manager.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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XPH | Tax Manager - Column showing outcome
In Tax Manager, Option to multiselect tax forms and lodge button. Similar to the Old tax returns window. It will be nice to have a column showing outcome for the form such as $$$ payable or Refundable. This will be more efficient.
20 votesThank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
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Clients - Dashboard to view, search and audit all clients notes
Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.
6 votesHi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
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XPH - Sticky header to keep client name visible while scrolling
It would be useful if you could "sticky" the client name to the top of the screen so when you scroll down you can always see which client you are viewing/editing.
12 votesHi Christine, thanks for sharing this suggestion. When working through longer client pages with multiple tabs and custom fields, it can be easy to lose sight of which client record you’re in. A sticky header that keeps the client name (and possibly reference code) visible would help keep that context in view and reduce the need to scroll back up to confirm details.
At the moment, you need to return to the top of the page to re-check the client information once you’ve moved further down the record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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