Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. XPH - Add interactivity and Partner/Manager filters to Activity Statements widget

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, it’s helpful to hear that the Activity Statements widget could do more to support quick oversight. Being able to filter by Partner or Manager and click through to those filtered views sounds like it would make it much easier to stay on top of workloads and keep deadlines visible across the practice.

    For now, a good option is to run the full Activity Statement report and use the filters there to drill into specific staff portfolios.

    I’ve moved this idea to Gaining Support so we can keep track of interest and help our product teams see the value of adding more interactivity and staff-level filtering here.

    Alan Khoury supported this idea  · 

  2. XPH | Homepage - Ability to filter the Lodgements widget

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this suggestion. The main request is to add filtering to the lodgement widgets in Xero Tax or Partner Hub, allowing practices to view lodgement progress for a selected location.

    This could reduce manual cross-checking and help office managers focus on the returns and deadlines relevant to their teams.

    We’ve updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and let us know how you're currently tracking lodgements from multiple offices.

    Alan Khoury shared this idea  ·