Settings and activity
11 results found
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35 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
An error occurred while saving the comment An error occurred while saving the comment 
Glennis Stuckey
commented
It would be amazing if we could edit the menu bar to suit ourselves - that would be a huge improvement.
Often Xero 'improves' things by making us click more (e.g. Xero Files recent release (it wasn't broken))- this is not an improvement.
Glennis Stuckey
shared this idea
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An error occurred while saving the comment Glennis Stuckey
commented
Reports is now buried under Practice, and for custom reports, I can't find my favourites, so have to go to the second options, then find them.
Can we please have both standard and custom back on the main blue bar under Reports? We use it a lot and now there is more clicks.
It would be amazing if we could edit the bar ourselves - what we find important might be different for someone else. Like settings, can we have a settings cog on the blue bar - maybe near the profile?
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38 votes
Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.
We get how this is a need for some businesses to validify expenses and process payments.
Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.
Glennis Stuckey
supported this idea
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3 votes
Appreciate you sharing your idea in the forums here, Glennis. Sort of 2 pronged for a report as well as a widget I found another idea related to your first suggestion and added your vote for.
Separately, we'll get a gauge of the interest from others in a widget in Xero Partner Hub for this purpose from your idea here.
Glennis Stuckey
shared this idea
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38 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
Glennis Stuckey
supported this idea
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111 votesGlennis Stuckey
supported this idea
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1 vote
Hi 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.
Glennis Stuckey
shared this idea
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3 votes
Thank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
Glennis Stuckey
shared this idea
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3 votes
Hi Glennis, Milestones aren't available from the new Xero Partner Hub homepage, however if you'd like to use this you can still switch back to the old Dashboard.
Right now our product team are watching the feedback through this forum closely, and we'd like to gauge the interest from others for this on your idea.
An error occurred while saving the comment Glennis Stuckey
commented
I use the milestone feature of the dashboard daily. How long will the old dashboard be available?
It might be the fastest way to get to favourite reports too.
Glennis Stuckey
shared this idea
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4 votes
Thanks for your feedback on enabling JAX in Demo Company. We appreciate you sharing how important it is for your team to explore JAX's capabilities in a test environment.
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.
Glennis Stuckey
supported this idea
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9 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
Glennis Stuckey
supported this idea
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38 votes
An error occurred while saving the comment Glennis Stuckey
commented
This would be useful.
Yes, I noticed only a few in my list, I thought I was going nuts. Please give us back the flexibility to use favorites how we like.