194 results found
-
Tax Manager - Include other return types
In the future do you think you might expand from just showing tax returns, to showing outstanding activity statements, TPAR and FBT returns for clients? It would be so much easier and time efficient, having the information in one spot, then having to login to the ATO Portal and search this information for each client.
1 voteThanks for bringing this to the community. We understand the request for Tax Manager to include outstanding Activity Statements, TPAR and FBT returns, rather than focusing on income tax returns alone.
Having these obligations visible in one place could make it easier for practices to monitor outstanding returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your practice, add your vote and share which returns you'd like to include in the Tax Manager.
-
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.
-
Audit Trail - Partner Hub
We would like to see a comprehensive audit trail added to Partner Hub, providing a history of all changes and events across the platform.
The audit trail should capture key activities such as:
Changes to client information and client details
Creation, modification, and deletion of invoices
Changes to WIP, including write-offs, transfers, and adjustments
Job creation, edits, status changes, and deletions
Updates to contacts, billing settings, and assignments
Changes to practice management records and workflow items
The user who performed the action
The date and time the action occurred
The previous and new values where applicableThis functionality is already…
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. 🙂
-
Registered Address - New report field
Now that there is a defined registered address field (which is really helpful :), it would be great if this was able to be selected when creating reports. As yet I cannot see it as an option.
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. 🙂
-
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
9 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.
-
Bank reconciliation Widget Upgrade
I'm loving the Bank Reconciliation widget and the ability to create a shortlist of selected clients, but I think it could be even more useful with a few enhancements.
Currently, I have around 20 clients on my selected list, however the widget only displays 9 clients and there appears to be no way to view the remaining selected clients. The View All button takes me to Client Insights for all clients, and I haven't found a way to view only the rest of my selected clients, which makes it difficult to get value from selecting more than 9.
It would…
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. 🙂
-
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! ✨
-
XPH | Homepage - Ability to filter the Lodgements widget
As our firm has multiple offices. It would be beneficial to have the option to filter the lodgement widgets to include lodgements for our office only.
1 voteThanks for sharing this suggestion. The main request is to add filtering to the lodgement widgets in Xero Tax or Partner Hub, allowing practices to view lodgement progress for a selected location.
This could reduce manual cross-checking and help office managers focus on the returns and deadlines relevant to their teams.
We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know how you're currently tracking lodgements from multiple offices.
-
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.
-
Client Insights - Filter for Manager
under Client Insights, would be nice to have a filter by client manager, so each client manager can see and analyse their own clients portfolio rather than all clients.
1 voteThanks for sharing your feedback, Yogi. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll get a gauge of the interest here and I'll share if there are any updates planned for this.
-
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.
-
XPH | Homepage - Filter Bank Reconciliation widget by assigned Manager
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 voteHi Glenda, appreciate you raising this suggestion. Being able to filter the Bank Reconciliation widget by Manager could make it much easier to monitor assigned clients across a large practice.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your practice, add your vote and let us know how you’d use the filter.
-
XPH | Homepage - Display total percentage lodged as primary metric in Lodgments Overview widget
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 sharing this idea. Displaying the total percentage lodged as the main figure in Lodgments Overview widget could make it easier to track overall progress at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and share your feedback.
-
XPH | Invoice - Include Client Reference Code as an available merge field on invoice templates
The ability to include Client Reference Code as a field on the invoice template, under Date and Invoice number.
1 voteThanks for sharing this suggestion. Being able to pull the Client Reference Code directly into an XPM invoice template could make it easier to meet clients' billing and reference requirements without editing individual invoices.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your invoicing workflow, add your vote and share your use case.
-
XPH - Auto-expanding or resizable text box for job and invoice descriptions while editing
Practice Manager - Ability to expand the invoice description while making amendments or editing a job. In the new version, when editing a job in Practice Manager, the job description box does not expand so that you have a clear view of the whole document, only after you click save do you see if there are any errors or additional amendments to be made whereas in the old version, the job description box automatically expanded while editing. Super frustrating and a lot more time consuming now. Especially if you copy a job then edit the new job. Actually exactly like…
1 voteAppreciate you raising this suggestion. Having an auto-resizing or expandable description field in Xero Practice Manager could make editing longer job and invoice descriptions easier.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share whether you’d prefer the field to expand automatically or have an option to enlarge it manually.
-
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.
6 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.
-
Xero Partner Hub | Homepage - Tracking
Reports and charts on dashboard need to have filter/option to view based on Partner Tracking / Code rather than entire practice/business.
1 voteHi Reece, just to get a better picture of your idea here. When you refer to tracking on he Xero Partner Hub Homepage - is there a particular widget you'd find this most helpful for?
-
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.
9 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.
-
Xero Partner Hub - Widgets on home screen. Selection not holding
Maybe when I remove widgets off my home screen - they can stay off? every time I go back to my home screen they all reappear again?! Very annoying
1 voteHi Kellie, is this occurring for all widgets or just when deselecting the Bank Reconciliation widget?
If multiple I'd recommend raising a case with our team of specialists so we can get a closer look in and investigate.
We're aware of behaviour for the newer Bank Rec widget atm, and this is something the team will be addressing - You can see my post about this recently here.
-
XPH | Homepage - Ability to deselect Bank Reconciliation Widget
This widget is not useful for me and I'd like to remove it from my home page - however it keeps coming back and that is making me sad.
1 voteThanks for the feedback, Jacinta. I've shared this back with our product team and would like to confirm that this is something they're aware of and have plans to change the behaviour of.
Intention is that we will provide the ability to deselect and have the selection held when the Homepage is saved.
I'll round back to confirm once this is implemented.
- Don't see your idea?