142 results found
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Xero Partner Hub | Jobs - Change timer icon
The timer icon looks almost just like a circle, the hour hand is tiny, it's barely distinguishable from the magnifying glass next to it, so it's hard to know what it means. How about using a picture of a stopwatch or copy the icon used by the iphone.
2 votesThanks for your feedback, Jonathan. I'll share this back with our product team, and for now we'll track the interest from others Partners on this here.
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Xero Tax NZ - Company Annual Returns Date
The company annual returns field is showing December and January as options to select. Annual returns are only filed with the companies office from February to November so December and January should not appear in this list.
3 votesThank you for sharing your feedback about the selectable months for company annual returns in Xero Tax NZ. We appreciate you taking the time to raise this idea. We’re moving this suggestion to the “Gaining Support” stage to invite further feedback and votes from the community. This helps us understand the level of interest and impact as we continue to review ideas for future consideration.
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XPM: Practice - Timesheets: Enter Timesheet: Defaulting Dates and Amending Time 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…
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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Workpapers - Notes
Workpapers - Notes
I (eventually) found how to export notes, but (1) when I export I would like to include the Account Name as well as the account code. Otherwise the queries would need to be worded with more detail in them.
(2) The format of the report could be improved - it already has "Client Query" as a heading, that doesn't need to be repeated on every single query.
(3) Also hoping these will be exportable to Xero Ask or some format that allows a response by the client to be attached to the specific query.
(4) Can we…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 | Homepage - View % of billable hours
Would love to have the % of billable hours back pls :)
2 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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Help & Notifications
The help and notifications buttons should be in a separate section. It is more user friendly to have just the search, timesheet and JAX buttons in the top right of the screen.
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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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…
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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Client Edit Screen - Typing in dropdown boxes
When adding the client's title you used to be able to type directly in the dropdown box, e.g. 'Mr', and it would take you straight to the option. Now you have to scroll all the way down to 'M' to find it.
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 remove identical addresses on client profiles
When the client contact details have been imported in this change (specifically businesses or entities), it has brought in every client address, now on some client profiles, it shows 4 of the same street address and 4 of the same postal address. Could this return to show only one of each to reduce the repetition and confusion.
2 votesHi Briony, appreciate your sharing here! We can see how removing the duplicate address would make client profiles feel simpler and more streamlined. When you’re managing a large number of clients, every bit of clarity on the screen helps you focus on what matters most.
Having the same address listed twice can make profiles feel cluttered and, occasionally, create confusion if one gets updated and the other doesn’t. A cleaner view that only shows unique information would make it easier to scan and manage client details.
We’ve moved this idea to Gaining Support so our product teams can see how valuable a more streamlined client profile would be.
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item count
Counts of items in FILED Categories
Item counts have recently been added to In Progress TAB
Please finish the job and add counts to FILED
(and Ready to Start?)
This is a useful metric for us1 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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Need 1 click access to xpm from xero home page
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
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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Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
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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Custom fields of archived clients still show up in reports
Currently, when a client is archived, custom fields continue to show up in a customised report (even when "Exclude Archived Clients" is selected). Please ensure that when creating a report relating to custom fields, and selecting "Exclude archived clients", that the custom fields of archived clients don't show up in the report.
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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archive filed returns
Tax manager has three tabs under Filed returns 'all', 'filed' and 'archived'. Historically, I have always archived my returns in XPM once they are sucessfully filed / paid. I can still easily do that under the 'Returns' menu - but not under Tax Manager. I need to open the individual return to archive it.
Please allow this to be done in bulk1 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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Bulk Action - move from 'Ready to Start' to next status
- I'd prefer an extra status like "Information Requested" - maybe customised statuses could be available?
- The ability to bulk select returns in 'ready to start' and create a number of returns at once would be great for client groups - most returns are done as a 'family'.
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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Xero Partner Hub - Ability to add Client Image/Picture/Logo
The recent UI improvements in XPM have come at the expense of being able to upload a picture of the client or the business logo to XPM. This was a great feature an one that made XPM more fun to use.
When staff are working on a client, they can see what they look like and that the client name and code is a person not a taxpayer. This was an excellent feature and for the life of me I cannot understand why this has been removed. The old images are still there but you can no longer change or…
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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Jobs - Multiple clients applied to one job
Should be able to Apply multiple clients to a job - In the case of a couple, it would be a lot easier to be able to apply one job for both individuals as the meetings and communication if often done together and the returns completed at the same time.
1 voteThanks for your feedback and the detail of why this idea would be helpful for you, Jocelyn. It'll be good to get an idea of the interest from other practice users in this here. I'll share if there are any updates.
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master admin
Multiple Master Admin
We need to have the option of multiple master admin! I am in a small practice and it makes it quite difficult to not have the few directors have then same access.
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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Tags should be a controlled list not a user generated list
Client Notes in XPM, Tags should be a list controlled by the Practice administrator.
Not a list that every user can add to.
The tags very quickly become useless as every user just adds their own version of the same tag, one will call it "Phone Call", then "Phone Calls", then "Phone Call out", and so on and so forth so you end up 10 tag for phone calls, some call it "File Note" the "File Notes" and then "Notes" we already have 40 tags with 2/3 being for the same thing.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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Linking of notes across entities within the same group
Would be extremely helpful if client notes were able to be seen for all entities in a group instead of only at the client level.
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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