Settings and activity
166 results found
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11 votes
Hi everyone, thanks for your engagement on this idea! We completely understand why it matters, especially for our global Partners. A person’s name is a big part of who they are, and having to simplify or change it just to fit into a software field can be frustrating and confusing.
We’ve moved this idea to ‘Gaining Support’ so our product teams can see its impact. Are there particular characters or languages where you notice this most?
Elisa Harris
supported this idea
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17 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.
Elisa Harris
supported this idea
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15 votes
Thanks for sharing what would make the new Xero partner Hub homepage more useful to you. For now we'll get a sense of the interest from other users in a widget like this. Our product team are monitoring these ideas closely and I'll share if there are any updates.
Elisa Harris
supported this idea
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12 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?
Elisa Harris
supported this idea
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44 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.
Elisa Harris
supported this idea
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29 votes
Thanks for your feedback here, everyone. We appreciate hearing how we can keep developing Tax Manager to better your experience.
As you may be aware Tax Manager is currently in beta and was released early for some users so you could access ready to start returns and the lodgment widget.
We're currently working on other features to build on this feature and you can stay up to date with what's in the pipeline on our Xero central page.
Filtering by partners and managers is on our radar too, and I'll shift the idea to Accepted for now, and be sure to share any progress for this here.
Elisa Harris
supported this idea
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38 votes
Appreciate the feedback and hearing what information would be most useful for you on the new Xero Partner Hub homepage.
This is something our product team have eyes on for the longer term but there are a few other pieces of work lined up first.
For now we'll continue to track interest of this here and I'll share as soon as there are any updates.
Elisa Harris
supported this idea
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33 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
Elisa Harris
supported this idea
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43 votes
Hi everyone, we appreciate your feedback and would like to share an update on this idea.
Tax Manager is a new feature currently in beta and was released early to give users access to ready to start returns and the lodgment widget.
There are a number of additional features being worked on to enhance Tax Manager that you can read up about on Xero Central, and you'll also notice a 'Coming soon' button within Tax Manager to see what's in the pipeline.
Showing the count of returns based on their status is something we're currently working on and I'll share again here when this is released. Thanks for your contributions on product ideas.
Elisa Harris
supported this idea
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46 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Elisa Harris
supported this idea
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35 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
Elisa Harris
supported this idea
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57 votes
Hi everyone, we understand interest and how bulk action in the new Tax Manager would improve efficiency when preparing tax for your clients.
Tax Manager is a new experience that is currently in beta in Xero Partner Hub. Bulk actions high on the list of what's coming soon as we build features into this experience.
We appreciate the importance of bulk actions to everyone here and will be sure to update you all as soon as this is rolled out.
Elisa Harris
supported this idea
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19 votes
Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.
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.
An error occurred while saving the comment Elisa Harris
supported this idea
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10 votes
Appreciate how constantly seeing these headers could be useful when dealing with large lists, Angela.
While not a direct solve of what you're asking here a tip to help you quickly navigate back up the page could be to use the 'Home' button on your keyboard.
We'll track the interest of this one here and I'll share if there are any updates planned.
An error occurred while saving the comment Elisa Harris
commented
Not sure why this was changed - it was much more practical before. Every extra click and scroll this new rollout has brought is a loss, not a win.
Elisa Harris
supported this idea
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22 votes
Hi Hannah, thanks for sharing your thoughts on the business structure view in Xero Practice Hub. It’s helpful to understand how important it is to see clearer client details at a glance when you’re managing groups of clients.
Your suggestion around having a more detailed business structure breakdown makes sense, especially as broader categories like Other can cover a mix of different client situations.
We’ve now moved this idea to Gaining Support, which means it’s open for the community to vote and add comments. This helps us understand what’s most valuable to you, and we’ll keep you posted as things progress. If others would find this useful too, feel free to share your thoughts.
An error occurred while saving the comment Elisa Harris
commented
Previous layout was much more streamlined and user friendly.
Elisa Harris
supported this idea
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16 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
An error occurred while saving the comment Elisa Harris
commented
I second the comment that calls this whole mess a "nightmare for admin staff" - couldn't agree more!
Elisa Harris
supported this idea
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21 votes
Thanks for sharing your feedback on editing salutations within the contact view. We appreciate you explaining how this workflow impacts your day-to-day tasks in Xero Partner Hub.
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.
An error occurred while saving the comment Elisa Harris
commented
Wastes a lot of time compared to how it used to be
Elisa Harris
supported this idea
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41 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Elisa Harris
supported this idea
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22 votes
Thanks for your feedback on the pop-up label when hovering over client names in XPM.
This idea has moved to Gaining support, which means our community team have reviewed it and it's open for community support through votes and comments. 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.
An error occurred while saving the comment Elisa Harris
commented
FOr clients with really long company names, I can't actually see the entire client name either. Super inefficient to have to open each one to figure out which is which.
Elisa Harris
supported this idea
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36 votes
We appreciate the time you took to share your feedback with us.
Your idea has been reviewed and is now open for community engagement. To help your suggestion gain momentum, consider sharing it with colleagues who feel the same way. We’re also inviting other members to add their insights in the comments regarding how this change would enhance their use of the platform.
An error occurred while saving the comment Elisa Harris
commented
The change with the client contacts is concerning. I have received so many queries from colleagues why they can't find the correct contact info, and also issues from upset clients because we called the wrong number because the mobile number wasn't visible. At best it makes us look incompetent to clients to say we don't have their mobile, when we've had it hidden in the background all along....
Elisa Harris
supported this idea
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Would love to be able to customise this to suit our needs. Especially since the new layout is so much harder to find what we need!