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Settings and activity

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

    15 votes

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    6 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
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    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. Lodgements

    1 vote

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    0 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
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    submitted  ·  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. 🙂

    Alan Khoury shared this idea  ·