142 results found
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Widget - partner selection
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list
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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Billable Hours Percentages
Bring back the percentages on the billable hours and time summary widgets to show the percentage of billable hours out of the total hours. These percentages were on the old version of the homepage, but have been removed from the new partner hub homepage.
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 - Ability to minimise Timesheet Entry from any page
The Timesheet Entry pop up on the right side of the page, Cannot be minimised outside of the Home page screen. So if you toggle to a client or to correct a job and happen to have not closed it, you can't then close it without returning to the main home screen. Despite the Cross in the corner, this appears not to work.
3 votesThanks for the feedback, Francisca - By chance have you raised this with our Xero Support team to take a closer look into as sounds more like a bug if the option is not working, and they have tools to be able to investigate.
Either way I've shared this back with our product team and will let you know if there are any updates on this here.
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Jobs - Period Start Date and End Date (UK) VAT returns and Companies House
Tax obligations, such as VAT returns, can be linked to a job when you create the job. I assume the job details are pulling from the HMRC API for MTDVAT. It shows the period start date and end date and the submission due date. Why doesn't XPM a) allow us to specify a period start date, period end date and submission due date b) automatically fill these fields in c) create future jobs automatically based on the 'obligation periods' retrieved from HMRC d) automatically suggest to 'complete' the job if it knows that the VAT return has been filed -…
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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Deeper integration between XPM and our own Xero Organisation
We started off 10 years ago with Xero for our firm's own bookkeeping and invoicing (we're UK based). There is so much information we have stored in Xero specifically email addresses, client reference numbers, physical addresses, primary person, secondary person, VAT number, company number - everything in the 'contact' page of a client. Tracking categories could also be integrated. In Xero, we have a tracking category for Client Partner and another for Staff Member, so we know who 'did the work' and which engagement partner the client belongs to.
Why doesn't all this rich data a) import into XPM into…
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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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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Xero Partner Hub - Access to Job from Timer
I use the timer, it would be great to be able to access the job from the timer menu rather than opening job manager.
3 votesThanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊
I've shared this back with product and I'll let you know if there are any updates.
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Capacity Reducing
Enable different 'Capacity Reducing Jobs' by staff member for businesses with departments.
We have 3 capacity reducing jobs for our 3 divisions but the Capacity Tracking only allows capacity reduction against one job1 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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Filter by All in Header Filters
Add a filter to the top filters to search by All not just Ready to Start/In Progress/Filed/Errors, if you are looking to see a BAS status then you have to search in all 3 if you are not sure what status it is at from this home page or you have to go back via the client.
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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Move Job Costs Between Jobs (Pre‑Invoice)
In Xero, job costs entered under the Cost tab are locked to a job once created.
If a cost is allocated to the wrong job (wrong financial year, wrong client, duplicate job, or job later cancelled), users must currently reverse, delete, or manually re‑import the cost.This creates:
High admin overhead
Reconciliation issues between Xero and XPM
Increased risk of errors and missed costs
Frustration when compared to how easily timesheets can be movedThis issue occurs frequently in practice firms managing annual jobs, recurring subscriptions, and multi‑year work.
Ideally, maybe we can move them to the correct job as…
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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Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.
Homepage
Give the ability for jobs to be sorted by manager or accountant etc so it has some meaning to the user. By practice is not very helpful.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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Integration of emails to a platform for bulk delivering of ideas and specials to customers
Integration of emails addresses to Mailchimp or similar platform. We currently have Mailchimp as our email platform to bulk send updates and specials to our customers. we have to physically enter the new clients email into Mailchimp and often forget, this leaves us without an updated communication list. Does anyone have experience with a platform that automatically sends email address into mailchimp or a simlar app that works well with Xero so that it is easier and more efficient. Please give me some feedback I am new to this.
Thank you1 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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Archived clients and access to lodged and filed tax returns
It appears that as soon as I archive a Client, I no longer have access to any of the tax returns I've previously lodged for them. This is problematic when we need to keep our records for 7 years and FYI docs has kept the links to the signed and filed tax returns (and those links no longer work), but not the actual PDF signed tax returns. I've had questions from the new accountant and cannot see the original documents we've lodged.
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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Practice Manager - Ability to navigate prior weeks on the Time Summary graph
We love the graphical representation of the weekly timesheet. However, we would love to be able to navigate to prior weeks to also view them as a graph
2 votesHi there!
Thanks for sharing your idea with us!
Since there’s currently no way to toggle date ranges directly within that dashboard widget, I’ve classified this as Gaining Support to see how much interest it gathers from the rest of the community.
I’ve updated your idea title to Practice Manager - Ability to navigate prior weeks on the Time Summary graph to make it easier for others to find and vote on.
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XPM a widget that show WIP
Widget that shows the WIP and allows you to Invoice from the WIP Module.
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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Practice Tools - Display Client Code in the Client record header
Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??
2 votesHi there,
Thank you for raising this!
With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.
It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.
I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.
A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.
Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…
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groups
When adding a client to a group you have to sort and scroll through the list, you can't even type a certain letter to short cut the process. Please create a 'search' function in the groups list to make it easier to add clients to a group
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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Recently Paid Invoices Homepage Widget
Add a configurable “Recently Paid Invoices” widget to the new XPM Partner Hub homepage that displays the 10 most recent invoices marked as paid (including client name, amount, payment date, and linked job). This would allow us to immediately see payment activity as soon as we sign in, with the ability to click through to the related job.
Our accounts team often relays which invoices have been paid, and we then have to go searching in Xero and XPM to update job statuses. As we frequently wait for payment before lodging returns, having paid invoices visible on the homepage 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. 🙂
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XPM - Inline editing for job due dates on the Jobs dashboard and Client tabs
It would be good to have the ability to quickly update the due date of a job either directly from the XPH homepage under the 'Jobs assigned to me as staff' or from the client 'Jobs' section without having to go into each job and edit the due date. Or both options would be great too!
2 votesThanks for your feedback! Your idea has been reviewed and is now open for community support.
To help it gain momentum, please share it with your colleagues so they can cast their votes. Community members can now also comment on your post to share how this feature would improve their workflow in Xero.
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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.
2 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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