191 results found
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Xero Partner Hub | Homepage - Add in a Work in Progress Widget
Next to monitoring Debtors, Work In Progress is one of the most important areas of a Practice to monitor. If this figure is not not regularly evaluated, then Cash Flow is directly affected, which will be of concern particularly over the next 2 years.
Again this is directly tied in with Client Jobs and their various DeadlinesAlso I have seen quite a number of Practices sold, with a large WIP that should have been completed and converted into Debtors.
4 votesHi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
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XPH - Add two-week calendar widget for Jobs and Milestones
In the middle of the old XPM home page we had a clear visual of a two week calendar showing assigned jobs and upcoming milestones.
This was very useful and was good quick visual reminder to action any of days jobs or milestones as well as any forth coming jobs and milestones.
Although there is an assigned jobs summary on the homepage of the new XPM there is no milestone reminder visual and as a practice which uses job milestones heavily it is very much missed.
Can it be reinstated please, Im sure there is room on the new home…
8 votesThanks for feeding back to us here. We understand for practices that do use schedules that this view can be quite useful. To be transparent this widget had relatively low usage in Xero Practice Manager and we don't have plans for developing a specific widget for this in Xero Partner Hub.
That said, you can still get to this view from within Jobs under Job schedule, and it's possible to add a custom link to the homepage in the Quick Actions widget to make navigating here more efficient🙂
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XPM - Staff Monitoring - Staff timesheets
I propose introducing a “Staff Dashboard” that provides a simple weekly view of each staff member’s timesheet, showing what they worked on and how many hours were recorded. For each job, it should also show the total hours spent by the individual, the total hours on the engagement, and the budgeted hours. This would allow managers to quickly understand both staff activity and whether jobs are running within budget.
In addition, there should be better reporting to compare similar jobs across periods, helping identify inefficiencies and improve pricing. Overall, timesheet reporting needs to be more practical and insightful, as time…
6 votesThank you for taking the time to share such a great idea ✨ We’ve moved this to ‘Gaining support’ so it can gather votes and comments from other practices, which we use to help shape our product roadmap. All you need to do now is get friends and colleagues to vote and/or comment.
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bas
Need a widget for BAS and IAS lodgements that are due for BAS Agents. Functionality seems limited in this space if you arent a tax agent.
2 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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XPH | Jobs - Display multiple allocated staff members in the 'Staff Assigned' column on the Job Manager screen
I would like to see at a glance the staff assigned to each job and there is a Staff Assigned column in Job Manager which should enable this. It should list all staff names, or at least the top three. Currently, it only shows one name which is useless, especially as that name is myself as I am first in alphabetical order and as my name is also shown in the manager and partner columns. So I can see my name in three columns and no other staff names!
There is a + sign which can be clicked on to…
3 votesThanks for starting this conversation. We understand the request to show all assigned staff in the Staff Assigned column in Job Manager, rather than only the primary staff member. Having everyone visible at a glance could make it easier to review job allocations without opening each job.
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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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.
8 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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Xero Partner Hub - Retain Visibility of Blank Tax/IRD Number Field in Client view
If the IRD number is not populated then this field disappears from the information screen when viewing a client's details. Can the field please remain on the screen even if left empty.
12 votesHi Sue, we appreciate you suggesting that the Tax/IRD Number field remain visible, even when blank - it’s a helpful idea for tracking data completeness and maintaining consistency in client records.
We’ve moved your idea to Gaining Support, so it’s now open for the community to vote and comment. Our product team is keeping a close eye on feedback coming through related to Xero Partner Hub.
We’d love to hear more from you and other community members about how this change could improve your workflow or benefit your practice. Sharing specific examples will help the team understand the value of this idea.
Thanks for getting the conversation started!
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XPH | Staff - Add granular staff permission levels and client-level access controls
Problem:
Right now staff permissions in Partner Hub are too broad. I can't limit what junior staff see.Solution:
Add more detailed permission levels for staff - like view only, edit quotes only, no billing access.Benefit:
This would make our practice more secure and compliant.2 votesThanks for bringing this to the community. We understand the request for more control over staff access in Xero Partner Hub, particularly when different team members need access to different clients or practice functions.
I've moved this idea to Gaining Support so we can continue tracking community feedback. If this would be useful for your practice, share how you currently manage staff access and which additional controls you'd like to see.
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Tax Manager - Bulk update return statuses and view outstanding payment balances
Have a drop down menu on the Status to change between waiting to be filed to completed, at a visual see if there's any money owing on the clients file. Saves having multiple screens open and jumping between clients to change status and check for payment.
2 votesHi everyone, thanks for sharing your feedback here. We understand the value of being able to manage return statuses and payment information from the main Tax Manager view.
For practices working through many returns at once, bulk status updates could make it easier to keep the list up to date, while showing outstanding balances could give you a quick reference when following up with clients.
I’ve updated the status to Gaining Support so we can continue tracking interest. If you’d find this useful, add your vote and share how you currently manage these tasks.
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XPH - Client Column Sorting
It would be helpful to be able to sort by all the Columns under Clients. This way the information in the columns could be more useful. Its great being able to see the connected banks but currently we cant group by this.
2 votesThanks so much for sharing your idea about sorting columns in the Xero Partner Hub client list, including grouping clients by connected banks. We understand how this could make it easier to organise and prioritise client work, and we really appreciate you helping us improve Xero. 💙
This is now open for community support, so others can vote and add context. We encourage others who would benefit from this to share their use cases and help us understand the broader need. We'll continue to monitor the feedback and update this thread if there's progress to share. Thanks again for helping shape Xero! ✨
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XPM: Practice - Timesheets: Enter Timesheet: Improved date defaulting and navigation when editing entries
When entering a Timesheet, the date keeps defaulting to the first day of the week (Monday) in the timesheet. Even when manually changing the date, at times if the window is left idle for too long it defaults back to the Monday again causing problems with times for each day if you don't notice it has changed. Then when you identify the entry that is incorrect if you drill into it from the timesheet to correct it, it doesn't return you back to the Enter Timesheet window, it returns you to the Job. This is not very efficient and is…
5 votesHi Lisa, thanks for raising this. It’s clear that these friction points in the timesheet entry process are leading to extra steps that slow things down.
We hear you that things like the date resetting to Monday can disrupt your efficiency.
I’ve moved this to Gaining Support so we can track interest and show our product team how improving these defaults and navigation could make time entry smoother and more efficient.
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XPH | Homepage - Widget for favourite Clients and direct link to Xero File for quick acess.
So when on home Practice Hub Per User- A Widget you can link your favourite Clients in a Widget for easy quick access to their Xero Files.
Similar to Favorites Clients on ATO Home Screen.13 votesThanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊
For now, we'll shift to in discovery and I'll give you another update as it moves along.
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XPH - Add ability to easily move and copy/duplicate timesheet entries
Allow you to move timesheets between days for if they're entered in the wrong day (it was easier to edit the day of an entry on the old system), and copy timesheets (for when working on repetative jobs rather than having to search the job every time)
3 votesHi Alex, appreciate the suggestion. We’re hearing that working with similar timesheet entries across multiple days can take a bit of extra effort, especially when you’re moving between jobs or need to correct something quickly.
At the moment, the process can involve re-entering details or recreating entries when changes are needed, and we understand how having a quicker way to handle this could help streamline day-to-day time tracking.
I’ve moved this to Gaining Support so we can track interest and make it easier for our product teams to see how many people would benefit from improvements here. We’ll keep you updated as this progresses.
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Xero Partner Hub - Milestones
Where do I find the dashboard milestones - it was my due tody, and overdue milestones. I can't find them in the new dashboard.
9 votesHi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.
We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.
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XPH's Bank reconciliation
Bank reconciliation widget should have the option to show just your clients which you've been assigned to as manager, rather than having to individually select each one. At this stage I don't have the time to select each one, so the whole thing is meaningless & I've turned the widget off.
1 voteThanks 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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Lodgments Overview Percentage lodged displayed
It would be more beneficial to show the percentage lodged as the large bold item rather than the percentage lodged on time. I know you can hover over the bar and the percentage shows, but we all track total lodgments and this would make it clear to all staff.
1 voteThanks 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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favourites
My complete list of reports that I had marked/starred as favourites can no longer be seen in the list. Please fix.
1 voteThanks 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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TABS
XERO PARTNER HUB - when an ITR is lodged with the ATO and the NOA is processed there is no connection between the tabs FILED and NOA.
The FILED tab does not allow you to filter by Tax Agent clients.
1 voteThanks 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 - Automatically link and sync Individual Clients with the Contact list
All individual Clients created should automatically be added as a contact and that contact should by linked to the client record. If you change the client detail that "new" contact that is linked should be auto updated. (in short an individual customer/contact is not "duplicated"). If you send mails from a job you can then use that client automaticly as a contact and do not have to create a contact
8 votesHey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
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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.
11 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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