153 results found
-
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.
-
XPH - Show job notes number in red
Notes on Job to be RED
2 votesThanks for sharing this idea about making job notes more visible in Partner Hub.
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.
-
XPH - Add an "ATO EFT Report" widget to the Partner Hub homepage
Allow us to manage client refunds more effectively.
1 voteHi Cam, appreciate you bringing this idea forward.
It sounds like keeping track of tax refunds and payments is an important part of managing your practice, and needing to jump into the Tax module to run the EFT report can interrupt your flow. Having this information available on the Partner Hub homepage would make it easier to stay on top of client cash positions and spot anything outstanding.
Right now, the only way to view this is by navigating to the Settings and running the EFT Reconciliation report.
I’ve moved this to Gaining Support so we can track interest and help our product teams assess how bringing this into the homepage could better support day-to-day visibility.
-
XPH | Homepage - Ability to control widget access for other practice users
Customise widgets at a master level; for example graduates do not need to see lodgement tracking and status, we should be able to remove these widgets at a master level without having to edit from within each staff members login.
1 voteThanks for your feedback, Amy. Appreciate why you may want to be able to better control the widgets other staff in your practice may see on the Xero Partner Hub Homepage.
We'll start to get a better understanding of the interest from practices in this control here and I'll let you know if there are any updates.
-
1 vote
Hi Bruce, thanks for bringing this idea to the community. It’s helpful to hear that having a dedicated revenue widget on the practice dashboard would make it easier to keep an eye on performance. Being able to quickly view Monthly, Quarterly, or Year-to-Date figures at a glance sounds like a valuable addition for tracking progress.
For now, you can access this information by heading to the Reports section and running a Profit report or Client Revenue report.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing this visibility directly into the dashboard.
-
XPH - Improve visual differentiation between Practice-wide views and Client sections
We need a different look for the practice manager home site, not a black header with Clients on it.
1 voteThanks for sharing this suggestion! We understand that when switching between your practice dashboard and a client’s file, it can sometimes be hard to tell where you are. A clearer design or color-coding would make it easier to see which view you’re in and help reduce mistakes.
We know a stronger visual distinction would make navigating Xero Practice Manager more intuitive. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
-
Search | Jobs - View budget & staff
Include budget and staff member in job search summary - as per attached
1 voteAppreciate your feedback and hearing what details would be useful for you at a glance when searching Jobs, Jess.
This isn't something we have immediate plans of but we'll track interest and let you know if there are any updates, here.
-
XPH - Show archived Tax Returns and Activity Statements within the linked Job
Please return the facility that was in XPM whereby an archived TR or AS still showed in the to which it is attached. It makes it incredibly difficult now to get an overall view of the completed AS during the year. Having archived TR or AS disappearing from the job is incredibly inconvenient.
1 voteHi Sean, thanks for the suggestion! We understand that when you’re reviewing a job’s history, not having a complete view of all related tax returns and activity statements in one place can add extra steps to your workflow.
At the moment, you can view this information by navigating to the Tax menu and filtering for archived returns. We can see how having a full audit trail of returns and statements directly within the job would make things more efficient.
We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
-
XPH - Make "Email to Client" button visible
Email client button has been hidden away in the three dots at top right. I use this everyday and it's so annoying that it's not visible anymore
1 voteThanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.
It sounds like those extra clicks at the final step of a return can really slow things down.
I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.
-
Job Notifications - should show in Job Manager
Job Notifications - new notifications do not open up until you open an existing job (so we do not know that they are even there until you open the job)..Suggest Job Notifications should open when entering Job Manager (i.e. One level up).
2 votesThanks for the suggestion, Barry. Good to be hearing this sort of feedback on how we could improve your use of Jobs in Xero Partner Hub.
We'll get a sense of the interest from community in this here and I'll share if there are any changes for the notifications planned.
-
XPH - Add a "Staff Member" filter to the All Tasks view
When going to all tasks, it would be great to filter by staff member
1 voteHi Sue, thanks for bringing this idea to our attention! A staff member filter sounds like it could be a real time-saver for managing Tasks in XPH. Being able to see everything assigned to one team member instantly would make it much easier to balance tasks and ensure nothing slips through the cracks.
We’ve moved this idea to Gaining Support so the product team can see how helpful more granular task filtering would be.
-
Practice tools | Jobs - Set priority for recurring jobs
XPM - Set priority for recurring jobs
1 voteAppreciate your feedback on how we could improve Jobs for your practices use, Robert. We'll start to get a sense of the community interest around this here.
Our product teams are paying close attention to feedback on this feature and I'll share if there are any updates here.
-
XPM - Updating Job States in bulk using CSV files
Xero Practice Manager currently allows bulk job state changes only through the Job Manager interface or via API integrations. However, there is no native feature to bulk upload a CSV file to update job states for existing jobs. This limitation creates inefficiencies for practices managing large volumes of jobs, especially when correcting errors or applying workflow changes across hundreds of jobs.
Proposed Solution:
Introduce a Bulk CSV Upload for Job Updates feature in XPM that:Matches existing jobs using Job Number as a unique identifier.
Allows updating specific fields such as:Job State
Priority
Assigned StaffProvides a preview screen…
1 voteThanks for sharing this idea with us. We appreciate you outlining how a bulk CSV upload feature for updating jobs could help practices manage large volumes of jobs more efficiently.
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.
- Don't see your idea?