134 results found
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XPH - feature to suspend client licenses for payment arrears
Just like many other partners, we pay subscriptions on behalf of our customers. It will be very usefull that Xero permit suspends a client's license when they have not paid.
Example, in many times we need to pay all licenses to prevent Xero suspend all licenses, so in that case Xero suspend licences for some customer, even those customers that paid on time. Otherwise, Partner has obligation to pay on time all licenses, so is very complicated suspend license for a few customers, that not pay on time.
for now we change user role to user read only, so in…
2 votesHi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
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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.
1 voteHi 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 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)
1 voteHi 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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I need to directly change the cost of tasks NOT the staff cost.
I don't want to bill all tasks by time. I need to add the cost to the task so that they are uniform across all clients. I used to do this in XPM but now Jax says I have to update the staff costs??? I don't want to bill by the hour.
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 - Enter timesheet without selecting a job
Allow staff to enter timesheet without a Job
1 voteHi everyone, thanks for sharing this suggestion. It’s clear that not all work during the day is tied to a specific client job, and having to assign a job to every timesheet entry can feel limiting.
We hear you that being able to log time without linking it to a job would make it easier to capture internal work, training, and general admin tasks that don’t sit under a project.
This is now in Gaining Support so we can track interest and share with our product team how more flexible time entry could better reflect day-to-day work.
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Recent Organisations - ability to view recent orgs and search has gone in XPM
The beta has "Recent Organisations" in the dropdown under the practice name, but nothing is coming up and there is no ability to search.
Please can we have this reinstated - I don't want to have to go to the clients screen or Xero HQ to get to a client's Xero file every time I open up XPM
2 votesThanks for letting us know this feedback here, Nickie. I've made sure to share this back with our product team and will let you know as soon as I hear any updates. Thanks again 🙂
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XPH - Ability to customise banner colour
XPH colour - can we have something a little more lively then grey? Tax isn't all that exciting as it is and the grey instead of the green that it used to be (or even a nice blue) just feels a little torturous
2 votesThanks for your feedback, Gabrielle. This isn't something we have direct plans of changing atm, however it'll be good to get a feel of interest around from your idea here. We'll keep an eye out and share if there are any updates.
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XPH - Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
Allow late-entered time to be retrospectively linked to an existing invoice (without rebilling or write-offs)
2 votesHi everyone, thanks for sharing this suggestion! We understand that when time is entered after an invoice has already been sent, not being able to link it back cleanly can create extra work. It’s important that your history accurately reflects the time spent against the right invoice, even if it’s added later.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams how this kind of retrospective linking could help keep job costing tidy.
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XPH - Include dash when copying IRD number from client record
Love that you can copy the IRD number from the client page, however, the paste function has changed and no longer keeps the dashes when pasting to other software / programmes. It did for a while but no longer does.
It does keep it in the IRD website but not in excel, word or ACC for example.
2 votesHi everyone, thanks for sharing this suggestion! We understand that when copying an IRD number, having to manually add the dash each time can be a small but recurring friction point. Those extra steps can add up, and it would be much easier if the number copied exactly as it appears on the client record.
At the moment, the system copies the raw digits only, which often means reformatting depending on where you paste it. We can see how matching the displayed format would streamline day-to-day admin tasks.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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Insights - GST filed
It would be great to see which clients still needed their GST returns filed by a specific due date. This way we could preempt any returns not filed before the due date.
4 votesGreat to hear the different uses our Partners are thinking of with Insights, Sam. Appreciate your feedback.
Right now we're gauging interest from the community here but I'll let you know if there are any updates coming that'd help with this view for you.
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Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget
Ability to scroll through jobs on Dashboard.
List in Widget to be able to scroll through.
3 votesHi Jacqui,
Thanks for this suggestion! I’ve moved your idea into Gaining Support.
Currently, the Projects widget on the dashboard only shows a handful of your most recent or active jobs. If you have a larger list, you have to click away from the dashboard to see them all.
I can see how a scrollable list would be a huge benefit for project managers who want to keep an eye on everything from one screen! I’ve updated the title to "Projects - Suggestion for scrollable or expandable jobs list on the Dashboard widget" to help other members find and vote for it.
Quick Tip for now: Don't forget that you can also use the JAX (Just Ask Xero) assistant on your dashboard. You can ask "Show me the status of [Project Name]" to get a quick update without leaving the page while we wait for more votes on this idea!
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Dashboard - Weekly hours remaining widget
A way to update how many hours left per week are shown on the dashboard would be good. I know a lot more people work flexibly, and this way they could see how many hours below the total required they are (e.g. 38 hours per week). Just makes it easier when you're managing time during the week
3 votesThanks for sharing your idea with us!
I’ve had a look through your suggestion, and I can definitely see how a "hours remaining" tracker would be a huge help for those of us balancing flexible schedules.
I’ve assessed your post against our community criteria and have moved it to Gaining Support. This means other members can now vote on it and share their own feedback, which helps our product teams understand the demand for this feature.
To make it easier for others to find and support your idea, I’ve updated the title slightly to: Dashboard - Weekly hours remaining widget
In the meantime, while we don't have a live tracker on the main dashboard, you might find the Xero Me mobile app or the Projects tab useful for keeping a closer eye on your logged time during the week.
We’ll keep an eye on how much interest this gains…
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XPH - Show unreconciled bank items and open job task counts on the Overview homepage
On the Partner Hub, it would be nice to see a number of uncompleted tasks or the number of transactions that need to be reconciled. This would prevent us from having to open each client to see what still needs to be completed.
1 voteHi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.
We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.
As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.
This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.
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XPM - Ability to select existing clients as additional contacts
Has the ability to attach clients in the additional contact field in XPM been removed. I am no longer able to select an existing client to add to the additional contact on another clients record in XPM. If so why, this was great.
2 votesHey Christopher — thanks for suggesting this! Making it easier to add additional contacts to client records in XPH would be a really handy improvement and could save a lot of time.
Right now, it’s done manually, but a smoother approach would make managing client info quicker and simpler.
I’ve moved this idea to Gaining Support so we can see how many in the community would find it useful.
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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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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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XPH | Tax Manager - Add numerical item counts to all status category headers
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 voteHi Serge. thanks for highlighting this. We understand how helpful it would be to see item counts in each status at a glance when managing your workload.
Adding counts to headers like “Ready to Start,” “In Progress,” and “Filed” would make it much easier to track volumes without extra clicks or scrolling.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve day-to-day visibility in Tax Manager.
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XPH | Navigation - Add a one-click shortcut to XPH from the main Xero homepage
Need xpm as option on home screen menu so only one click, rather than the 2 clicks and steps now
1 voteHi Shery, appreciate your suggestion. We understand that when you’re switching between client work and your practice dashboard, quick access really matters.
While you can get to practice tools through the organisation menu today, having a one-click shortcut to the Xero Partner Hub from the homepage would make things faster and more seamless.
I’ve moved this to Gaining Support so we can track interest and highlight to our product team how this could improve the day-to-day experience.
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Client list - Ability to identify Trustee Companies
Can we have an option in the client screen to easily identify trustee companies
1 voteHi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
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