57 results found
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Xero Partner Hub | Homepage - Lodgements Widget include out to sign
Please add "Out to Sign" in the Lodgements Widget Calcuation, it's important. If you are showing as say 74% on time and you have 10% out to sign, we want to know this so that we know that we are really at 84%. I love that the suspended returns are in the number but we should also have the out to sign, even if it's an added bar.
So you have On time, out to sign, not lodged, late. So instead of the 3 bars in the image, 4 bars.
Thanks!
28 votesThanks for your feedback on the Lodgements widget in the Xero partner Hub here, Keith. Our product team are staying close to the feedback we're receiving on this new Homepage and we'll be sure to share if there are any updates planned for this.
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XPM - Audit Trail for jobs in XPM
When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:
- When a job was created or reassigned
- Who changed the job’s due date or status
- When a job’s responsibility moved from one team member to another
This lack of transparency makes it almost impossible to track accountability or performance accurately.
Why is this so important?
As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or…75 votesThanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.
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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AU Xero HQ - Payroll Manager
It would be great to have Payroll Manager for Australia, to be able to see a list of clients who have payroll, reporting on last posted payrun, last filed payrun, last superannuation payment, status of superannuation payment (ie: submitted, approved, rejected, failed, etc). this would save significant time rather than having to open each client file one by one to check this information.
19 votesThanks so much for taking the time to share this idea with us.
This is something we’ve heard interest in from other customers as well, so we’re moving it into the Gaining support stage. From here, other users can add their votes and comments, which helps show how many people would find this useful and the different ways it would help them.
Our product team regularly reviews ideas in this stage alongside other work. While we can’t promise if or when this will be developed, the level of support and detail shared here is an important input into future planning.
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XPH - Allow time allocation budgets to roll over into recurring job
Would be great if you could add estimated time budgets to tasks at the recurring job level, rather than having to manually add them each time a new job is created from the recurring template.
Having the ability to set time budgets at the recurring job level would save time, particularly for annual accounts jobs where the estimated time is consistent.
19 votesHi everyone, appreciate all the engagement on this idea. We understand why having time budgets saved and carried over on recurring job templates could be valuable, especially for practices managing recurring work and monitoring team capacity.
The idea is to allow estimated time budgets set on a recurring job template to automatically flow through to each new job created from that template, reducing manual updates and helping teams track expected effort more consistently.
We'll keep track of the votes and feedbacks on this idea to continue gauge interests.
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Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager
Include the [Client] Balance Date field in a recurring jobs report in Xero Partner Manager.
When you want to report on certain recurring jobs it would be helpful to have the financial yearend (Balance Date) field available as the financial yearend determines when a lot of recurring jobs start and end.9 votesThanks 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 (XPM) - Restore date and time details in Notes
XPM Notes - Restore date and time details.
With the new changes to notes in XPM it now shows an approximate timeframe ie- a month ago, 2 months ago.
It no longer shows an actual time stamp on the note to know when it was created or when it was edited...
We use the notes section to record ATO interactions and being able to give them an exact date is much more effective than to say about 2 months ago. Especially when they haven't met their requirements with solving issues.
33 votesThanks for taking the time to share your idea and what’s most important to you.
We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.
Community members can also comment to share how this idea could improve their experience with Xero.
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XPH | Jobs - include future recurring jobs on calendar
The current calendar in practice management under Jobs->Jobs manager->Important dates would only show jobs that are already created. However, for recurring jobs that's done routinely it doesn't show up in advance as they only generate on the planned task date. For example, if I do job A every Monday and it is something usually finishes on Monday too, and today is a Tuesday, then I don't get to see my next Monday's schedule ahead of time. For management and organisation purposes, we need to have these recurring tasks planned at a future date generated for the foreseeable future, which means…
11 votesHi everyone, thanks for the engagement on this idea. We can see how being able to view future recurring jobs on the calendar could make it easier to plan workloads and manage capacity.
Currently, recurring jobs only appear on the calendar once they've been generated. As a workaround, you can configure recurring job templates to generate further in advance, allowing upcoming jobs and their assigned tasks to appear earlier for planning purposes.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular planning timeframes or scheduling workflows this would support, we'd love to hear more about them.
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XPM - Ability to Archive tasks
Please allow tasks set up under Business - Settings - Tasks to be made inactive by master administrators so that they no longer show up in the list of available tasks to be added to jobs for team members.
We've had a number of tasks that we set up to track/monitor key items like jobkeeper or specific reporting periods that are no longer required/relevant.
While they have been removed from tasks within job templates, if a team member wants to add a task to a job/job template they need to scroll past many many tasks that no-one is using anymore…
7 votesThanks for sharing this idea. We understand you'd like the ability to archive unused tasks in Xero Practice Manager so they no longer appear when adding tasks to jobs or job templates, while still preserving historical records.
We've moved this idea to Gaining Support so we can better understand how many customers would find this helpful. If this would improve your workflow, please add your vote and share more detail in the comments about how you'd use it and the impact it has on your practice.
We review the ideas with the most support as we plan future improvements, and we’ll keep this idea updated here as it progresses 🙂
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Xero AU Tax - Audit report of deleted returns
We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediately deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.
14 votesHi everyone, thank you for sharing this here. We've moved this idea to gain more support from the community as we can see there's quite a few votes. We want to get an understanding of other users that might want to see this feature implemented as well. In the meantime, please feel free to share this with your friends and colleagues so they can add their votes and comments too.
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Practice Manager - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
19 votesThanks 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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Xero Tax (AU) - History report for client changes
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
13 votesThanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
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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Time Tracking in Xero Practice Manager (XPM)
It would be great if Xero Practice Manager included an automatic time-tracking feature similar to Memetime.
Instead of manually starting and stopping timers, XPM could detect which client, Xero organisation, or work files a user is actively working on and automatically suggest time entries. Users could then simply review and approve their time at the end of the day.
This would:
Reduce missed billable hours.
Save time on admin.
Improve the accuracy of timesheets.
Make time tracking much easier for accounting and bookkeeping practices that switch between multiple clients throughout the day.This would be a huge productivity improvement for…
2 votesThanks 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 - Freeze Menu Panes for easy navigation
Have the top 2 menu panes frozen at the top of the page so we aren't needing to scroll all the way back up from the bottom to access these options
2 votesThanks for taking the time to share this suggestion, Jacinta. We can appreciate how sticky navigation panes could make moving through XPH more efficient, particularly when working on longer pages or switching between different sections of a client record.
We've updated the status of this idea to Gaining Support so we can continue collecting community feedback.
Keep adding your votes and sharing your use cases. Hearing how this would support your workflow helps us build a better picture of the value this enhancement could bring.
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Jobs - Archived jobs list default to newest first
When viewing the list of archived jobs the default view is sorted by name. As our annual jobs start with the year this means the oldest jobs show first. I want the newest jobs to show first so click on the Due column which sorts by the oldest date and then click again to reverse the order to show by the newest date.
It would be great if the view automatically sorted by the newest due date as most of the time it is the most recent jobs that you want to look at.
1 voteThanks for bringing this idea to the community. We understand the request to change the default sort order for archived jobs so the newest records appear first. This could make it easier to access recently archived jobs.
We've moved this idea to Gaining Support so we can continue gathering votes and feedback. If this would be useful, share how you'd use it
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XPM - Include Date of Death and additional contact fields in Report Builder
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
7 votesYour idea is now live! Thank you for sharing your thoughts on how we can improve. To move forward, your suggestion needs community support—feel free to share it with your colleagues to gather more votes. Other Xero users can now also provide feedback and additional details in the comments section to help us understand the potential impact.
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Xero Practice Hub - Option to email directly from Client list
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again,…6 votesHey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
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Partner Program - Eliminate 60-day Subscription Requirement
This may not gain much traction with established partners, but for those of us who are new to Xero and are working to establish a business, the requirement to sign on a client within 60 days is a problem. At one time, the requirement was 90 days but was shortened to 60 in 2017.
It should, however, not exist at all.
Note that your closest competitor has no such requirement.What management may not realize is that it comes across as a threat from the beginning, which frankly stopped me from signing up for the program for a while. Now…
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you David. We'll open this idea up to the community so they can share their thoughts and add votes. Make sure to share this with your friends and colleagues who might also benefit from the implementation of this idea.
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Make the menu navigation easier. There are too many different areas such as My Xero, Xero Central, Xero HQ with different options in them.
Make menus easier, there are too many different places in Xero such as My Xero, Xero HQ, Xero Central. It is very confusion what is where, one would be enough such as Xero HQ with all in one place. Cannot raise cases anymore without speaking to AI first which is also annoying. I struggle to remember what is in Xero HQ, My Xero, Xero Central etc - could we not just have one area for all of this.
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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standard Date of Death field to made available in Report Builder,
The standard Date of Death field needs to be made available in Report Builder as an option rather than having to creaite a custom field doing the same job, just so you can run a report
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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report on number of clients per group
When I view the groups in the client tab, then manage groups, it shows the number of clients in each group, but I cannot export that information, or I cannot report on the Group number of clients data.
Seems that this isn't a big issue to create a new field to add to the Group report for number of clients in each group, because the data is there...
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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