Settings and activity
12 results found
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28 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
Adrienn Davis-Szalma
supported this idea
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2 votes
Thanks for highlighting this improvement. Separating IR526 rebate claims from the Income Tax category could make the NZ Tax Status Widget more useful for monitoring return progress at a glance.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your dashboard reporting, add your vote and share your thoughts on how the categories should work.
Adrienn Davis-Szalma
shared this idea
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5 votes
Thanks for taking the time to raise this idea. It sounds like moving between the dashboard and the Invoices area to act on Work in Progress (WIP) can add a few extra steps when you’re ready to bill. Having a single widget that not only shows outstanding WIP but also lets you raise an invoice directly would help make the handover from work completed to billing more seamless.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how a more actionable WIP widget could streamline invoicing workflows across practices.
Adrienn Davis-Szalma
supported this idea
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11 votes
Thanks for sharing, Rhys. It'd be good to get an understanding of other practices that'd also find this helpful.
Be sure to share your idea here with others in your practice that'd find this helpful so they can add their vote too. 🙂
Adrienn Davis-Szalma
supported this idea
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3 votes
We can see how being able to group or sort the Jobs widget by Partner or Manager would make it easier to understand how work is distributed across the team, without needing to leave the dashboard.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams for consideration.
Adrienn Davis-Szalma
supported this idea
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4 votes
Thanks for raising this. We understand the request to make the Timer and Client Search bar persistent across the page, so they're available without needing to scroll back to the top.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this is something you'd find useful, share how you’d like these controls positioned.
Adrienn Davis-Szalma
supported this idea
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58 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?
Adrienn Davis-Szalma
supported this idea
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9 votes
Hi Catherine, thanks for sharing this suggestion.
As mentioned in the community, you can currently access this from the Home Page via the View Timesheet option in the Time Summary widget. That said, we do understand that a one-click shortcut will be more convenient and visible.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how this kind of shortcut could improve day-to-day time entry.
Adrienn Davis-Szalma
supported this idea
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38 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.
Adrienn Davis-Szalma
supported this idea
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117 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.
Adrienn Davis-Szalma
supported this idea
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89 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⭐.
Adrienn Davis-Szalma
supported this idea
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100 votesAdrienn Davis-Szalma
supported this idea
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