194 results found
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XPH - Add My Jobs widget to the homepage
Having to navigate to the "Job Manager" tab to view a list of all my jobs is not very practical. It would make far more sense to see all your jobs in the homepage. For the people who do not want this feature, there can be an option to hide this widget.
24 votesHi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
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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.
21 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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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.
16 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.
9 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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AU Tax - Add Managed Fund Schedule to CTR
Please add a managed fund schedule to the company tax return workpapers, similar to the schedule available for individual returns. This would provide a structured way to enter managed fund distribution components and automatically populate the relevant sections of the return, reducing manual calculations and improving accuracy.
5 votesThanks for highlighting this improvement. We understand the request for a Managed Fund Schedule in company tax returns, similar to the one available for individual returns.
I’ve updated the status to Gaining Support. Add your vote and let us know how this feature could improve your workflow.
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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.
12 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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Books health - Show Unreconciled items
Within Books Health, show a clear list of unreconciled transactions and other bookkeeping issues that need attention. From each issue, give the adviser the option to create a request for the client to deal with it directly, for example completing outstanding bank reconciliation, uploading a missing purchase invoice or receipt, explaining an unidentified transaction, or providing supporting documentation.
The client would receive a notification showing exactly what needs attention, ideally with a link taking them directly to the relevant area in Xero. The request could then show a simple status such as Requested, Awaiting client or Completed.
This would turn…
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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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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 | 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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Books health - Ability to add own due dates for each client
It'd be good to be able to set a due date that reflects the work required for each client.
As different clients have different deadlines, allow adding and update of a client-specific due date directly in Books Health4 votesHi practice users! With the release of new Books health in Xero Partner Hub we understand this may be a feature some would like to see Books health enhanced for.
For now, we're just getting a feel of the appetite for this so if it's something you'd find helpful, add your vote and any extra details of why this would be handy for your practice.
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Books health - Ability to send multiple chases for the same client
It'd be useful to send separate chases for different groups of transactions, with different recipients or due dates.
Allow multiple active chases for the same client while keeping each chase’s transactions and status separate.4 votesHi everyone, with the release of the new Books health experience in Xero Partner Hub, we're interested to know how Books health could evolve to better support your practice workflows.
We're currently gathering feedback to understand how useful this capability would be for practices. If this'd help your practice, please vote for the idea and share more about how you would use it or the challenges it would help solve.
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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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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.
7 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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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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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 - 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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