Settings and activity
22 results found
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3 votes
Thanks for feeding back to us here. We understand for practices that do use schedules that this view can be quite useful. To be transparent this widget had relatively low usage in Xero Practice Manager and we don't have plans for developing a specific widget for this in Xero Partner Hub.
That said, you can still get to this view from within Jobs under Job schedule, and it's possible to add a custom link to the homepage in the Quick Actions widget to make navigating here more efficient🙂
Jonathan Amos FCA
supported this idea
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8 votes
Hi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.
We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.
An error occurred while saving the comment Jonathan Amos FCA
supported this idea
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19 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Jonathan Amos FCA
supported this idea
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22 votes
Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
Jonathan Amos FCA
supported this idea
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33 votes
An error occurred while saving the comment Jonathan Amos FCA
commented
This should have been covered years ago; three years after the idea was submitted, still not fixed. The manual journal number is a unique identifier in the whole accounts file and can be a very efficient way of identifying a transaction. An accountant at Ernst & Young has just asked me about "voucher no. 11278", no other information was given. The search function should identify it immediately but instead we have to hunt around manually.
Jonathan Amos FCA
supported this idea
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22 votes
An error occurred while saving the comment Jonathan Amos FCA
commented
Copying costs to the new job without warning is obviously a design error from the very beginning of WorkflowMax before it became XPM. I charge the monthly Xero subscription to clients as a cost and it's madness to add 12 months of subscription to a new job the moment it's been created. I complained about this years ago to Xero and nothing has ever changed. I can only assume that it would be time consuming to change the program but it's time consuming for us to have to delete all costs every time we copy a job and very stressful if we forget and the client gets charged by mistake.
Jonathan Amos FCA
supported this idea
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22 votesJonathan Amos FCA
supported this idea
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69 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Jonathan Amos FCA
supported this idea
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3 votes
Hey Jonathan., I completely understand that you personally don’t need the Import bank statement option there.
However, we’ve chosen to keep it visible because, across all Xero organisations, it’s actually one of the most frequently used actions on the bank widget.
Many businesses still rely on manual statement uploads at different times – for example when a bank doesn’t support feeds, there’s a gap in the data, or a feed is temporarily unavailable.
So while it might not be something you use every day, it’s a key shortcut for a lot of other customers, which is why it still appears on the homepage.
If your feeds are working well, you can safely ignore it – it’s simply there as a convenient backup when it’s needed.
Jonathan Amos FCA
shared this idea
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20 votes
Hi team, we appreciate the interest from users in this idea and while this isn't something we have immediate plans for at this stage we are continuing to watch interest in this closely and will share if there are any updates. Thanks
An error occurred while saving the comment Jonathan Amos FCA
commented
My list of Active organisations includes two expired Xero trials. Obviously, an expired trial should not be an active file so this functional error should be fixed.
Jonathan Amos FCA
supported this idea
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57 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Jonathan Amos FCA
supported this idea
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2 votes
Thanks for your feedback, Jonathan. I'll share this back with our product team, and for now we'll track the interest from others Partners on this here.
Jonathan Amos FCA
shared this idea
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8 votes
Appreciate your feedback, Kerry. Currently the time summary widget is based around capacity which is only Mon-Fri. However, our product team are keen to get a better sense of interest around this and will be keeping a watchful eye on the support in this idea.
I'll let you know if there are any updates.
Jonathan Amos FCA
supported this idea
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33 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Jonathan Amos FCA
supported this idea
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25 votes
Appreciate the feedback, Arnie. Our product team are staying close to the feedback we're receiving about updates in Jobs. It'd be good to see if there are others in the new experience that feel the same way.
I'll let you know if we have any further enhancements around the layout for you here.
Jonathan Amos FCA
supported this idea
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31 votes
Hi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
Jonathan Amos FCA
supported this idea
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3 votes
Thanks for sharing here, community. Our product team are keeping a close eye on feedback and we'll watch interest in the ability to hide decimals.
Jason - appreciate there are other points you've noted in your feedback and I've shared a few links to other ideas you may also like to join. It helps for us to have one idea per post to gauge support in and keep you updated on.
Jonathan Amos FCA
shared this idea
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7 votesJonathan Amos FCA
supported this idea
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5 votesJonathan Amos FCA
supported this idea
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168 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Jonathan Amos FCA
supported this idea
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Overdue milestones used to change from blue to red, now they don't. Please fix this.