191 results found
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Xero Partner Hub - Expand notes entry space
For boxes that we are typing into, we need to expand the box, so we can see the full view, not a scrolling box that cuts information off. In the normal XPM, you can grasp the corner and expand it out. Please bring this back.
6 votesHi Glennis, after looking into this further, it sounds like this relates to the Notes field within a client’s record.
At the moment, the field expands as you type, but after several lines it stops expanding and instead introduces a scroll bar. This means reviewing and updating notes involves additional scrolling, particularly when working with a lengthy note.
This idea has now been updated to Gaining Support, and we’d encourage others in the community to share their thoughts, use cases, or vote if this would be valuable for them too. Thanks again for starting the conversation, your input helps shape future improvements.
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XPH - Add a dashboard widget specifically tracking tax returns that are ready to be prepared
Where there is a widget showing the Tax Returns required to be prepared for 2025, would it be possible to tap onto that Bar Chart, so that it hsows the names of the entities or takes you to the listing of the entities to have theirreturns prepared?
1 voteThanks for sharing this idea. We can see how having a dashboard widget that highlights tax returns ready to be prepared could make it easier to monitor workloads and prioritise work throughout the day.
In the meantime, you can use the Ready to start tab in Tax Manager to view returns that are available to prepare. This provides a dedicated list of returns that are awaiting action, helping you keep track of upcoming work.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would help your practice, add your vote and let us know how you'd like to see this information displayed on the dashboard.
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XPH - Practice-wide Billable Hours widget with Client dollar-value breakdown
On the billable hours widget add the ability to show billable hours for all staff, also to show by client and the timeframe should be daily,weekly,monthly
3 votesHi team, thanks for outlining this suggestion.Having a clear view of billable hours alongside a client-level dollar breakdown would make it easier to stay across how the practice is tracking day to day. Seeing that information directly in the dashboard would also help connect time spent with value, without needing to jump between reports.
Right now, the closest way to get this view is by running the Billable Time report.
I’ve moved this idea to Gaining Support so we can keep track of interest and give our product teams a better sense of how helpful this would be in practice.
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XPH - Add a direct shortcut to enabled practice from the homepage
It would be useful as a business owner to be able to access our firms blue xero file directly from the new homepage, similar to how we can for clients and there blue files.
4 votesHi Kat, thank you for the suggestion! A shortcut to your enabled practice organisation could cut down on repetitive clicks and speed up everyday tasks. We understand that partners often need quick access, so a single-click option makes sense.
For now, the closest workaround is the Organisation Switcher’s “Recent” list or a browser bookmark for your practice dashboard. These give faster access while the homepage doesn’t yet have a dedicated button.
We’ve moved this idea to ‘Gaining Support’ so our product team can track interest in a direct shortcut from the homepage.
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Tax Manager - Add button to request Income Tax Client report directly from the "Ready to Start" screen
have a button within the 'ready to start' screen that requests the income tax client report list (per article: https://central.xero.com/s/article/Income-Tax-Client-report#ViewtheIncomeTaxClientreportdetailsinReportBuilder), and the ability to bring in all the client tax returns ready to file (where not already brought in)
3 votesWe appreciate you sharing this idea, Bec! We understand that having to leave the Tax Manager just to pull a client report can slow you down when you’re ready to work on a return. A direct "Request Report" button on the Ready to Start screen would make the pre-filing process more seamless and help you stay focused.
Currently, the workaround is to open a separate tab or go to the Reports menu to run the Income Tax Client report manually. We’ve moved this idea to Gaining Support so we can track interest and show our product teams how this simple shortcut could speed up your tax preparation workflow.
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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 | Clients - Add a "Groups" tab to the Clients section
Add a Group Tab for all clients in a group
2 votesHi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
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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.
4 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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Dashboard - Weekly hours remaining widget
A way to update how many hours left per week are shown on the dashboard would be good. I know a lot more people work flexibly, and this way they could see how many hours below the total required they are (e.g. 38 hours per week). Just makes it easier when you're managing time during the week
4 votesThanks for sharing your idea with us!
I’ve had a look through your suggestion, and I can definitely see how a "hours remaining" tracker would be a huge help for those of us balancing flexible schedules.
I’ve assessed your post against our community criteria and have moved it to Gaining Support. This means other members can now vote on it and share their own feedback, which helps our product teams understand the demand for this feature.
To make it easier for others to find and support your idea, I’ve updated the title slightly to: Dashboard - Weekly hours remaining widget
In the meantime, while we don't have a live tracker on the main dashboard, you might find the Xero Me mobile app or the Projects tab useful for keeping a closer eye on your logged time during the week.
We’ll keep an eye on how much interest this gains…
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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.
5 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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XPH | Jobs - Auto-Generate VAT and Statutory Jobs Using HMRC Obligations
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 -…
2 votesHi Louis, thanks for sharing this suggestion. We can see how having VAT and jobs automatically created from HMRC obligations would reduce manual setup and help with staying on top of deadlines.
At the moment, HMRC obligation dates and statuses are already brought into Xero for VAT and Tax Manager to support filings, but XPM jobs sit separately as a workflow tool for managing internal work and time. Because of this, jobs don’t currently generate automatically from HMRC data.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
With regards to the Companies House integration suggestion, this will be best raised in our Xero Developers Ideas website instead as it involves external app.
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Workpapers - Ability to attach to multiple jobs
It would be so useful if there was an ability to have workpapers attached to multiple jobs - EG Workpapers created for the 2026 attached to all BAS/IAS jobs, FBT, Annuals
3 votesThanks for your feedback, Jess. This isn't something we have planned at this stage but we'll start to gauge the interest from community here. I'll share if there are any updates.
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XPH | Clients - Table of contents for navigation
For XPM / green xero
1/ can we have a table of contents link so we can navigate the client profile faster? Like if we want to jump to TAX DETAILS, or other custom contact fields we made
2/ can you include BACK TO TOP link function
1 voteWe understand that as client records grow, it can take a bit of time to scroll through and find the right section. Having a Table of Contents or quick links at the top of the client record would make it easier to jump straight to areas like Tax, Jobs, or Custom Fields.
At the moment, navigation is done through scrolling or the tabs at the top of the page.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to client record navigation.
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XPM - Automating Recurring Compliance Jobs using selected client onboarding options options
Suggestion:
When onboarding a new client in Xero, it would significantly improve efficiency if recurring compliance jobs could be automatically generated based on a few initial inputs.
For example, during client setup, include fields such as:
Company registration date
Is the company registered for PAYE? (Yes/No)
VAT registered? (Yes/No)
UIF registered? (Yes/No)Based on these selections, Xero could automatically generate recurring jobs with the correct deadlines aligned to South African Revenue Service requirements, such as:
EMP201 returns due monthly (e.g. by the 7th of the following month)
VAT201 returns generated bi-monthly with submission deadlines
UIF declarations
Companies and Intellectual Property…1 voteThank you for taking the time to share this idea in such detail 😊
We can definitely see the value in this, especially for practices managing compliance work across multiple clients in South Africa. The ability to automatically generate recurring compliance jobs when setting up a new client could save a significant amount of manual effort, reduce the risk of missed deadlines, and create a more consistent onboarding experience for firms.
The examples you’ve included are especially helpful. Using client setup details like registration date and whether a client is registered for PAYE, VAT, or UIF to trigger the right recurring jobs and deadlines makes a lot of sense. We can also see how the ability to apply a reusable template, such as a South African Compliance Pack, would make this even more valuable for firms that want a repeatable and standardised process.
Because of that, we’re moving this idea…
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XPH - feature to suspend client licenses for payment arrears
Just like many other partners, we pay subscriptions on behalf of our customers. It will be very usefull that Xero permit suspends a client's license when they have not paid.
Example, in many times we need to pay all licenses to prevent Xero suspend all licenses, so in that case Xero suspend licences for some customer, even those customers that paid on time. Otherwise, Partner has obligation to pay on time all licenses, so is very complicated suspend license for a few customers, that not pay on time.
for now we change user role to user read only, so in…
2 votesHi everyone, thanks for raising this suggestion. It’s clear that managing practice cash flow is a key priority, and having a way to handle client access when accounts are overdue would help streamline credit control. We hear that manually adjusting permissions or subscriptions in these situations can take time, and a more centralised approach would be helpful.
As noted in the thread, the current process involves manually updating client or staff permissions, or adjusting subscription settings where needed.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more formal suspension or control option could support better accounts receivable management.
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2 votes
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.
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Xero Practice Manager - Allow fixed or uniform costs to be set directly on tasks independent of staff rates
I don't want to bill all tasks by time. I need to add the cost to the task so that they are uniform across all clients. I used to do this in XPM but now Jax says I have to update the staff costs??? I don't want to bill by the hour.
1 voteThanks for letting us know what changes matter most to you! Your idea is officially live and ready for community backing. Pass it along to your colleagues so they can vote, and keep an eye out for comments from other Xero users sharing how this feature would help them, too.
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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
3 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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Search | Jobs - View budget & staff
Include budget and staff member in job search summary - as per attached
2 votesAppreciate 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.
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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.
4 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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