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Practice tools

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5 results found

  1. I need to quickly navigate between multiple tabs open on my browser and the more tabs I have open, the less clear it is what they relate to because very little text shows up. Under the old XPM screen, the tab for Xero tax appeared with a green icon so I could easily use the visual cue to switch between a Xero tax tab and classic workpapers. The new partner hub including tax has black tab icons very similar to Xero classic workpapers (slightly grey) and it's very unclear which tab is which. See attached.
    Please make the tab colour…

    3 votes

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    Hi 👋 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 🙂

  2. XPA - New dashboard is missing 'returns by month' line graph.

    It was helpfull in that we could easily flick between tax years and see how this years line graph was in relation to the same time last year to get a feel on how our tax returns are progressing.

    I dont see this in the new dashboard.
    Looks like we can remain on the old dasboard until 25th October. Could this date be extended out until the widgit is available on aworking on the new dashboard.

    1 vote

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    Hi 👋 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 🙂

  3. Job manager > Important dates

    It would be good to be able to customise this view.

    I would like to be able to select 'Milestones' from the 'Show important dates for' dropdown menu.

    I like that the view shows three months, however, it's too expanded; I need to scroll down considerably to view the current date and future months. Considering it could probably not include less job information than what the calendar already shows, it may be helpful to have more options in the 'Show important dates for' dropdown menu, or the ability to customise the view (such as view…

    1 vote

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    Hi 👋 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 🙂

  4. With the change from XPM to XPH I was really hoping that the PLS Reports would be accessible from the Reports menu. As an accounting firm with a trust account for our clients refunds I have always found it frustrating that I have to go into settings to run the daily report. I know it's only a few extra steps but it makes much more sense for it to be listed under Reports, than in Settings.

    1 vote

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  5. currently, recording timekeeping in XERO, and ticking off the steps in the activities is really disjoint. There should be a timer in XERO, not XPM, that can at least identify the client you are recording against, and you can then pick the activity and it record the time against it AND it give you the activity list so you can tick them off, and then forward the activity to the next person in the chain. it shoudl all be done within XERO, not XPM and XERO. thanks

    1 vote

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