Settings and activity
20 results found
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21 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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32 votes
An error occurred while saving the comment Jonathan Amos FCA
supported this idea
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21 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
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21 votesJonathan Amos FCA
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68 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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3 votes
Hi Josef, I can totally see how a "Priority" column could be a real game-changer for practice management. When you’ve got a long list of client jobs, it helps to see instantly which ones need attention right away and which can wait.
For now, some partners find it helpful to use the Job Status or Due Date columns to sort tasks, or even add a visual cue in the Job Name to highlight urgent work.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see the impact. We’d love to hear your thoughts on how this can be impactful to you.
An error occurred while saving the comment Jonathan Amos FCA
commented
Urgent jobs must be shown on the home page, as they were before with double red exclamation marks!! The current homepage is useless for me.
Jonathan Amos FCA
supported this idea
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48 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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25 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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20 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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17 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
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5 votesJonathan Amos FCA
supported this idea
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166 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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335 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Jonathan Amos FCA
supported this idea
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90 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Jonathan Amos FCA
supported this idea
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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.