194 results found
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Jobs - Keyboard shortcut for editing jobs
I have to edit jobs quite often and it would be amazing if there was a shortcut key to edit the job. Xero Blue has a short cut key of Alt + Shift +D to edit an invoice. I think it would really streamline some processes if there were shortcut key options for XPM.
1 voteHi Emily, thanks for bringing this to the community. We understand the request for keyboard shortcut to edit job details in XPH. I’ve updated the status to Gaining Support so we can continue tracking interest. If this would be useful, add your vote and share how you’d like the shortcut to work.
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Jobs - Upload document attachments directly to Job Costs
The Job Cost tab, can you add an upload function for document attachment - we want to add the invoice that you are on charging on to the client
1 voteThanks for sharing this idea. We understand the request to upload documents directly to Job Costs within a job.
Having the supporting invoice or other document attached to the specific cost could make it easier to reference source information when reviewing or charging expenses.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d use the attachment.
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XPH Homepage | NZ Tax - IRD's Live Filing Statistics as a Widget
With the XPM link to MyIR START, is it possible to have IRD's live filing statistics for the agency as a widget.
9 votesHi team, we appreciate your engagement on this idea.
We’re just circling back to share a quick update as it’s been a little while. We’ve checked in with our product teams, and this isn’t data that IRD currently provides access to. Because of that, it’s not something we’re able to support right now.
If this changes in the future, it may be something we can revisit, but we want to set the right expectation here for now. Thanks.
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XPH | JAX - Customisable Client Insights
under the Insights tab let us select specific general ledgers for a client's underlying chart of accounts to monitor, such as wages so we can see if there's an issue in comparison to prior year. Even if it's a specific column that is "Advisor Set" so we could select Wages for a dozen clients, CoGS for a couple and Interest for another client so it shows what each client file is being monitored for.
1 voteHi Ashley, thanks for bringing this to the community. Having customisable insights could make it easier to monitor specific areas of a client's performance in a glance.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us which accounts or metrics you’d want to see.
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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
4 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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AU Payroll: timesheet widget
Timesheets - should be able to pin timesheets somewhere for easy access, note section needs to exposed as details of task completed should always be entered. It also clunky having to enter in the : when entering time spent in the old version it was easier.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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XPH Homepage - Filter Jobs by Staff and be able to track Timesheets
I am sole practitioner with 3 junior accountants. Can I have customisation so that I can see which jobs are at what stages in respect of each accountant and their due dates.
I should also be able to see which staff member is entering their timesheets
Right now the dashborad mostly is built around an individual. However as Partners or Managers we need this dashboard to quickly reflect where each job is sitting so that this can be an escalation trigger1 voteThanks for sharing this idea. It’s now open for votes and comments, so please upvote it and add any details about how you’d like to see staff time entry tracked, including visibility of each staff member and when they enter time in a timesheet. Your feedback helps us better understand the need and assess the opportunity. 😊
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Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A…
1 voteHi Tania, thanks for sharing your idea in the community here.
Your feedback has been shared with our product team and they'll consider the ability to refresh per tax type in the workflow, however want to be open this isn't in their immediate plans.
Right now, we advise that job deadline management be done utilising Gatekeepers job creation feature in XPH, which will amend the status of the job on a client level to reflect what is in SARS.
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Jobs - Ability to exclude when filtering e.g "is not"
When a firm has multiple managers, partners, job categories, Job Status it would be good to tick an option at the top of the filter to say "is not" or "exclude" then you can apply less filters to get your result.
Eg show me all jobs for me as partner, except for one (or two) job managers, with all status (except for one or two)1 voteThanks for highlighting this improvement, Kimberly. A persistent filter and scrollable job list could make the Partner Hub Jobs widget more efficient for keeping track of assigned work.
We’ve updated this idea to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know which part would be most useful.
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XPH - Actionable WIP widget with integrated invoicing button
Widget that shows the WIP and allows you to Invoice from the WIP Module.
5 votesThanks for taking the time to raise this idea. It sounds like moving between the dashboard and the Invoices area to act on Work in Progress (WIP) can add a few extra steps when you’re ready to bill. Having a single widget that not only shows outstanding WIP but also lets you raise an invoice directly would help make the handover from work completed to billing more seamless.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more actionable WIP widget could streamline invoicing workflows across practices.
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Use of Timer for Timesheet Entry
The Timer doesn't allow you to scroll to the bottom to see the next time entry unless you are on the home page.
10 votesThanks for sharing your feedback on the new Partner Hub timer experience. This is essential for the Product team to glean what is working and what is not. We have moved this to Gaining Support so others can comment and vote on this idea and if there are any updates we will mention them here.
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Tax Manager - Display assigned staff name on tax lists
staff name under tax manager who is working on particulare task
1 voteThanks for highlighting this improvement. We understand how having the staff member assigned to each tax task visible in the list could make workload tracking and task follow-up more straightforward.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful for your practice, add your vote and share your preferred way of displaying staff assignments.
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Partner Hub - Ability to re-order the Quick Actions menu
Quick actions are great but I would like to be able to re-order these to have the most used at the top etc
4 votesHi Stacey, we can see how much time being able to customise the Quick Action menu would save, especially when managing a large portfolio of clients.
This idea has been moved to Gaining Support so our product teams can understand the interest in this feature. We’d love to hear what other actions or pages would you like to be able to pin to your Quick Action menu? Your input helps the community and shows the value of this idea.
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XPH | Home Page open in a new tab when working on a tax return
Previously in XPM, if you were in a client's tax return, you could select the XPM option from the dropdown menu under your practice name and it would open a brand new tab and take you back to the Dashboard.
Currently, the new partner tab no longer has this feature (for obvious reasons), and when you click Home, rather than opening a new tab, it takes you away from the tax return returning you to what used to be the Dashboard page (now the Home page).
It's minor I know, but it's been a pain point most of today for…4 votesHi Karen, thanks for sharing this suggestion. It’s clear that having the Home Page open in a new tab while working on a tax return would make it easier to quickly check the dashboard without interrupting your flow. Being able to keep your place in a return while referencing other information sounds like a helpful way to stay efficient.
As mentioned in the thread, you can currently right click the Home link and select “Open in new tab” as a workaround. I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of making this behaviour more seamless during tax prep.
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Xero Tax (UK) - MTD for IT running total on homepage
Include MTD running total for self-employed and landlords.
Tracking tax payable can help inform decisions about, for example, pension contributions, investing in property upgrades or paying off mortgages that affect tax bills.3 votesThanks for sharing this idea about MTD running totals for self-employed individuals and landlords.
We appreciate you highlighting how visibility into tax payable could support financial planning decisions.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Clients | Jobs - Ability to search
Please add "Search Function" under the client Jobs - same as in the job manager in order to search for specific "current" and "archived" jobs, the sort function is not sufficient.
6 votesThanks for sharing your idea, Louis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll start getting a sense of the interest here and share if there are any updates.
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Partner Hub Homepage - VAT widget
Have a widget on the homepage showing VAT returns due
1 voteThanks for sharing this idea 😊 We can see how having VAT returns due visible on the Partner Hub homepage would make it easier to stay on top of upcoming obligations without needing to navigate elsewhere first.
Having this available as a widget could give practices a quicker view of what needs attention and help with day-to-day planning. We’ve moved this idea to Gaining Support so we can track interest and help our product teams better understand the value of bringing VAT due visibility onto the homepage.
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XPH | Jobs widget - Ability to sort and group jobs by Partner or Manager
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.3 votesWe can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
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Xero Partner Hub - Document Request Portal
Allow accountants to request documents from clients directly from Xero.
Example:
"Please upload your July fuel receipts."
Client uploads directly against the request.No more chasing documents by email or WhatsApp.
1 voteThanks for sharing this idea. We understand the value of being able to request documents in one place and make it easier for clients to provide what’s needed, without relying on separate emails or tools. We’re moving this idea to Gaining support so we can gauge how broadly the community would use this capability and understand the scenarios that matter most. Please vote and comment, including how you would use it and what types of documents you would request, to help us assess the level of interest.
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XPH - Declutter header by separating Help/Notifications from other action buttons
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.
3 votesHi everyone, thanks for the suggestion. We get that as more tools are added to the practice header, things can start to feel a bit crowded.
Separating Help and Notifications from your main action buttons could create a cleaner layout and make it easier to focus on the tools you use most often.
I’ve moved this to Gaining Support so we can track interest and share with our product team how this could improve clarity and everyday usability in Xero Partner Hub.
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