Settings and activity
8 results found
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4 votes
Hi there, thanks for the suggestion. We understand the need to quickly distinguish between other client type and a trustee.
Right now, this is often managed with naming conventions or custom fields, which aren’t always easy to see at a glance.
I’ve moved this to Gaining Support so we can track interest and show our product team how a dedicated “Trustee” indicator could improve the Client List experience.
Janah Verver
supported this idea
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7 votes
Hi everyone, thanks for sharing this suggestion.
We understand why having a dedicated place to record previous client names or aliases would be useful, especially for businesses and practices that manage long-term client relationships where details can change over time.
This idea is suggesting the ability to store historical names directly on a client record, so teams can keep a clearer record of changes without losing access to previous details.
We’ll continue to track feedback and interest from the community around this. Please keep sharing your workflows and use cases here, as this helps us understand where improvements could provide the most value.
Janah Verver
supported this idea
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78 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Janah Verver
supported this idea
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288 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
Janah Verver
supported this idea
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12 votes
Thanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊
For now, we'll shift to in discovery and I'll give you another update as it moves along.
Janah Verver
supported this idea
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34 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?
Janah Verver
supported this idea
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50 votes
Hi team, thanks for continuing to engage, and share the importance of easily viewing tax filing errors from the Xero Partner Homepage with us here.
Right now, for AU Practices there are a few tax widgets available that those with View tax return permissions will be able to view.
Both Activity Statements, and Income tax returns widgets will show returns with lodgment errors.
We're also in the process of developing tax widgets for NZ practices and I'll be sure to update you with more on this once it's ready 😊
Janah Verver
supported this idea
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8 votesJanah Verver
shared this idea
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