134 results found
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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.
10 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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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.
6 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 - include BAS management
The ability to create or show BAS statements in the tax manager would be good - you used to be able to create them from the tax tab but now I have to go into the client themselves and click create. Or just some way to make this easier overall - whether you have a BAS section in the Tax Manager, or a create statement button up the top.
5 votesHi everyone, thanks for sharing this suggestion! We understand that including Business Activity Statements (BAS) in Tax Manager would make it much easier to track all your clients’ obligations in one place.
At the moment, activity statements are managed separately in Xero Tax, so you’ll need to navigate to that section to track and update them. We can see how bringing everything into a single view would make your workflow more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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Tax Manager - Include prior year returns in Ready To Start
Prior year returns from ATO list that are not lodged need to be in the ready to start list.
7 votesHi Natalie, appreciate your idea about including prior year returns in the Ready to Start list. We can see how this could make workflows in Tax Manager a bit more straightforward.
We’ve moved this to Gaining Support, so it’s now open for the community to vote and comment. Hearing how others might use this helps us understand the broader need.
Our Product team is interested in more ideas for Tax Manager, so if you or others have thoughts on ways to improve it, feel free to share them. Thanks for getting the conversation going.
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XPH Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
7 votesHi team, we appreciate your engagement on this idea.
We’re just circling back to share a quick update as it’s been a little while. We’ve checked in with our product teams, and this isn’t data that IRD currently provides access to. Because of that, it’s not something we’re able to support right now.
If this changes in the future, it may be something we can revisit, but we want to set the right expectation here for now. Thanks.
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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.
4 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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Tax Manager - Add Signed Status
Add a signed Status to the Left Hand Navigation so that signed returns can be quickly selected and lodged
4 votesAppreciate you sharing your feedback on the Tax Manager beta, Serge. Our product team are paying close attention to the feedback we're receiving on this to understand how we can keep developing this experience. I'll be sure to share if there are any plans for providing this visibility of the status of a return.
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XPH | Jobs - Enter Time should default to last end time in your timesheet
Enter Time - you have to put in start time. It should default to your last time entry like it does under view timesheets.
6 votesThanks for sharing back on how you enter time for Jobs, Lisa. We'll start to get a gauge of others interest ion this from your idea here.
We'll keep a close watch and let you know if there are any updates planned for this here.
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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.
8 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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Group WIP shown in client group
In the Old XPM we were able to go Clients > Groups and see the WIP for the members of that group.
Sees to be omitted in the new Xero Partner Hub.
Looks like this page is clunky as it is not showing jobs, quotes or invoices for any of our client groups.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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XPH | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
4 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 | Tax Manager - Waiting on information tab
add a waiting on information tab in XPM tax screen which is linked to the suspended button in return
2 votesThanks for sharing your idea, Sharelle. We have a close eye on the feedback we're receiving about new Tax Manager. If there is any progress for this we will share with you here.
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XPM - Increase spacing or relocate the "Discard" button in Timesheets to prevent accidental clicks
When you save a timesheet entry as draft, then next option of discard or save is very close together so if you don't move your cursor to the right to click on save you may inadvertently discard the timesheet entry. I think the discard option needs to be moved somewhere else.
3 votesHi everyone — thanks for flagging this! It’s clear the “Discard” button’s current spot is causing a few accidental clicks, especially after you’ve just entered your time. Losing your work like that is frustrating, and we get how it turns a quick task into extra effort.
I’ve moved this idea to Gaining Support so we can see how many of you are affected. Your votes and comments help the team understand the impact, so please keep sharing — the more feedback, the easier it is to make the layout safer and smoother.
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Tax Manager - Ability to export lists
Would be helpful to be able to quickly export a list from tax manager
4 votesThanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
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XPH - Add a "WIP Value ($)" column to the Jobs list
Can a column be added to see the WIP value in $dollars rather than a percent, this makes it a lot clearer to see time spent on a job.
3 votesHi Amy, thanks for taking the time to share this idea.
It sounds like being able to see the dollar value of Work in Progress (WIP) directly within the Jobs list would give much better visibility over workload and billing readiness. Having unbilled time and costs displayed at a glance, without needing to open each job or run a separate report, would make it easier to quickly spot what’s ready to invoice.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding a WIP value column could support a smoother billing workflow and clearer visibility across jobs.
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XPH – Add Client Activity Toolbar
Please reinstate the summary toolbar or menu at the top of client pages. It previously acted as an effective dashboard for client activity and allowed us to see what was happening at a glance.
In XPH, key items (for example, active tax returns) no longer clearly show status or progress, which forces users to click through multiple screens just to understand what is going on.
Overall, XPH feels clunky and significantly more admin intensive. It feels like a system that previously worked has been pulled apart by developers with little regard for how accounting practices actually operate or for the…
3 votesHi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
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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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XPM - Suggestion for improvement: Simplify GST registration removal workflow
In the old XPM when removing a client’s GST registration you could delete the GST registration with one tick and save. In the new XPM when you untick ‘include GST information’, the GST information greys out and it lets you save but this does not remove the GST registration information. You have to clear the other fields first, then untick ‘include GST information’ and save. Why can’t you just untick ‘include GST information’ and it be removed from view on the client information screen? Or at least be given a warning that the change you’ve made isn’t correct when you…
5 votesHi there!
Thanks for sharing this detailed feedback about the GST workflow in XPM.
I can certainly see how the extra steps of clearing fields manually feel like a step backward from the previous experience, especially when you're managing multiple client updates.
Currently, the new XPM interface requires those fields to be emptied before the section can be fully "deactivated" from the client summary. If you find the information is still showing after you've unticked the box, it’s usually because those greyed-out fields still contain data that Xero is trying to preserve.
I’ve moved your post into Gaining Support under the title: XPM - Suggestion for improvement: Simplify GST registration removal workflow
By moving this here, other XPM users can vote on the idea, which helps our product teams prioritize making this workflow more intuitive—like adding a warning or an auto-clear function when the box is unticked.
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Clients | Jobs - Ability to search
Please add "Search Function" under the client Jobs - same as in the job manager in order to search for specific "current" and "archived" jobs, the sort function is not sufficient.
4 votesThanks for sharing your idea, Louis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll start getting a sense of the interest here and share if there are any updates.
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XPH | Home Page open in a new tab when working on a tax return
Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
It's minor I know, but it's been a pain point most of today for…2 votesHi Karen, thanks for sharing this suggestion. It’s clear that having the Home Page open in a new tab while working on a tax return would make it easier to quickly check the dashboard without interrupting your flow. Being able to keep your place in a return while referencing other information sounds like a helpful way to stay efficient.
As mentioned in the thread, you can currently right click the Home link and select “Open in new tab” as a workaround. I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of making this behaviour more seamless during tax prep.
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