193 results found
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Xero partner hub - Custom date range selection insights tab
Product idea: Custom date range selection for Turnover/Profit reports
Currently, the Turnover and Profit reports only allow selection of "This Month" or "Last Month." There's no way to pull this data for a specific past period.
Proposed change: Allow users to select a custom date range (start and end date) to view Turnover, Profit, and related figures across all clients for that period, rather than being limited to the two current fixed options.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage - Default filter preference and full scrolling on Partner Hub Jobs widget
In the new partner hub, when I filter the jobs widget to just show my jobs I would like that setting to remain. It seems to go back to all jobs if I go out and come back in. Also it would be useful if I could scroll down to see all my jobs directly in the widget.
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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Ability when filtering for "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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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.
8 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.
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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.
8 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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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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AU Tax - All Tab for All Returns
Have an "All" Tab that is actually all of the returns. So when searching you're not having to search within In Progress tab and then again within Filed Tab to check on what searching for.
An ALL tab that is all of the returns (including filtering option of type/period)
1 voteThanks for sharing this idea wiht us , we appreciate the time taken to do so. We can see how an All Returns view could make it easier to work across In Progress and Filed returns without switching between tabs. This idea is now open for community support, so others can vote and add comments with their use cases. We’ll keep an eye on the feedback and engagement to help us understand the broader need.
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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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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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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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AU Tax returns - Notes: Add and Display Notes before history
In a tax return we have the option to Add notes. When we add them, we can't see them without clicking into them. I use Notes to say if a return is manually signed.
My suggestions are:
1. Logically the option to Add Note should be immediately above the History listing (ie on the line where the View Notes toggle is) so users don't have to hunt around for it.
2. The Note details (ie the text of the Note) should be visible in the listing, not behind another link.1 voteThanks for sharing this idea. We understand the request to display user notes above the system history in tax returns. Having key notes more prominently positioned could make it easier for reviewers to find important context without scrolling through the full history.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you'd like the notes to be displayed.
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XPH – Add Client Activity Toolbar
Please reinstate the summary toolbar or menu at the top of client pages. It previously acted as an effective dashboard for client activity and allowed us to see what was happening at a glance.
In XPH, key items (for example, active tax returns) no longer clearly show status or progress, which forces users to click through multiple screens just to understand what is going on.
Overall, XPH feels clunky and significantly more admin intensive. It feels like a system that previously worked has been pulled apart by developers with little regard for how accounting practices actually operate or for the…
5 votesHi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
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XPH | Homepage - Change spelling of Lodgements Widget
The new Lodgements widget has the word 'Lodgements' spelled as 'Lodgments'. Please fix.
5 votesAppreciate the feedback, Ben. We'd like to track the interest in this spelling through your idea here. Both ways of spelling this are correct and 'lodgments' currently aligns with how ATO's spelling of this.
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Partner Hub - Add Gatekeeper functionality to the HUB
It would be great to add the Gatekeeper functionality to the Xero Hub
2 votesHi Bruce, thanks for sharing with us here.
As a first step, we'll be releasing a brand new refreshed look for Gatekeeper to better align with Xero Partner Hub - this is coming soon.
We're also exploring embedding Gatekeeper functionality within Xero Partner Hub, however we don't have timelines to share on this yet. I'll come back to share when there's more progress 🙂
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