69 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!
31 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…88 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.
21 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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Jobs - Include Client Balance Date in recurring jobs report
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 bringing this idea to the community. We understand the request to make the [Client] Balance Date field available when building recurring job reports.
I’ve updated this idea to Gaining Support so we can continue tracking interest. It would be helpful to hear how you’d use this information and whether there are any other client fields you’d find useful alongside recurring job details.
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Staff allocation
Staff Allocations
Job Manager screen > Staff allocations
Would be great if the month was displayed above the day at the top of the diary. As you can see from the screenshot there is no clear indication of what month you are reviewing.
Would also be greatly appreciated if we could get a monthly snapshot per staff manager as well as hours allocated vs available.
6 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 | 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…
12 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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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.
34 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 - Display custom fields when recording time using Timer
Under the new UX in Xero Practice Manager, the Timer button does not display a custom field when recording time, only essential details like client, job, task, and notes. It might be good to add the custom fields on the same page when using Timer to lessen navigating or going to View Timesheet. This will save a lot of time. Thank you.
6 votesThanks for sharing this suggestion. Having custom fields available directly from the Timer window could make it easier to capture all the required information while logging time.
At the moment, custom fields can be completed from the detailed Timesheets view, but they aren't available in the Timer window.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which custom fields you’d find most useful to have available in the Timer.
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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
6 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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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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Add minor functionality adjustments to Tax Manager to retain functions that exist in old Tax Returns view
In the old Tax Returns view, I used to leave returns in 'Filed' until assessments were received, check the assessments, then tick the assessed returns and archive in a single bulk lot. All of this was achieved on a single page of the view.
In the new Tax Manager view, the assessments view has no tick boxes or functionality to archive returns, and the 'filed' view has no column or visibility on which returns have been assessed vs which are still pending. In addition, the 'filed' view defaults to 'all returns' including archived, rather than defaulting to 'filed' returns which…
3 votesThanks for sharing this idea, Jen. We understand the request for bulk archiving from the Notices of Assessment tab and an Assessment Status column. Having these options in Tax Manager could make it easier to manage completed returns without moving between different views.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know which part of the post-filing process you’d find most useful.
Regarding your suggestions on Tax Manager default view, I've created a separate idea for this and added your vote there.
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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.
18 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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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.
15 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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Make the 'Xero Organisation last viewed' attribute available in reports
This would remove the very manual process recommended for checking usage and would allow a simple way to review files that could be removed... especially important for large firms.
The data is there, please let us use it!
3 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 - Allow spaces in Director ID fields for better readability
Allow space in Director's ID for easy reading.
20 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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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.
12 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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Client - Address field integration and synchronization across related client entities
Address field enhancements
- copy button (similar to ABN copy button)
- intergration of addresses between clients, so that if client changes address you dont have to go into each related entity and update multiple addresses for many clients
3 votesAppreciate you raising this suggestion. Being able to update an address once and have it reflected across related clients or entities could make managing family groups and corporate structures much easier.
We’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share which client relationships or address fields you’d want to keep linked.
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Partner Hub - Add a Milestones widget to the new homepage
As a manager the Milestones on the XPM home page helped a lot with an overview/ snapshot of the team, the outstanding jobs and helped with planning the day, but with the new Partner hub there's no option to add a Milestones widget to the Home page.
4 votesAppreciate you sharing this feedback, Jana. A dedicated Milestones widget could give practice managers a quick overview of job progress and upcoming deadlines directly from the Partner Hub dashboard.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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Add a Partner and Manager filter option to Tax Manager
To align the new Tax Manager with the functionality currently available in the Return List view, please add Partner and Manager filtering options. This would allow firms to efficiently view, manage and allocate work based on responsibility assignments.
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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