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  1. 20 votes

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     ·  9 comments  ·  Practice tools  ·  Admin →
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    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  · 
  2. 21 votes

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    Jonathan Amos FCA supported this idea  · 
  3. 68 votes

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    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  · 
  4. 2 votes

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     ·  System responded

    Thanks 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. 🙂

    Jonathan Amos FCA shared this idea  · 
  5. 20 votes

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    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

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    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  · 
  6. 2 votes

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    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.

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    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  · 
  7. 45 votes

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    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  · 
  8. 2 votes

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    Jonathan Amos FCA shared this idea  · 
  9. 7 votes

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    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  · 
  10. 21 votes

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    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  · 
  11. 18 votes

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    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  · 
  12. 14 votes

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    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  · 
  13. 3 votes

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    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  · 
  14. 7 votes

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    Jonathan Amos FCA supported this idea  · 
  15. 5 votes

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    Jonathan Amos FCA supported this idea  · 
  16. 166 votes

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    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  · 
  17. 331 votes

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    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  · 
  18. 90 votes

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    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  ·