Settings and activity
28 results found
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13 votes
Thank you for your input on the changes that matter most to your workflow.
What happens next? Your idea is now live for community support! To increase its visibility, share it with any colleagues who would benefit so they can vote.
The community can also now use the comments section to provide more detail on why this update is a win for Xero users.
Rochelle Louden
supported this idea
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14 votes
Hi Sue, thanks for sharing this! A merge feature for jobs could make managing duplicates much easier and help keep your records accurate and up to date. It would ensure that notes, tasks, and time entries all stay in one place, giving you a clearer view of each job’s progress and profitability.
We’ve moved this along to Gaining Support so the product team can see how useful a merge tool could be.
Rochelle Louden
supported this idea
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23 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.
Rochelle Louden
supported this idea
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16 votes
Thank you for sharing your idea and highlighting the changes that are most important to you.
Your idea has been reviewed and is now open for community support. We encourage you to share it with colleagues who may benefit, so they can add their vote.
Community members can also comment to provide additional insight into how this idea could improve their experience with Xero.
Rochelle Louden
supported this idea
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20 votes
Thanks for feeding back here, Stacey. We have an existing idea around the Tax warnings that I've just added your vote to, and slightly amended your idea title to the graphs point so we can gain interest in this specifically here.
I'll let you know if there are any updates for this here.
Rochelle Louden
supported this idea
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50 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
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.
Rochelle Louden
supported this idea
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54 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.
Rochelle Louden
supported this idea
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27 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?
Rochelle Louden
supported this idea
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41 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.
Rochelle Louden
supported this idea
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72 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.
Rochelle Louden
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Rochelle Louden
commented
Bulk update functionality is critical, particularly for filing. The Tax Agent is required to complete the “filing” step, as this action formally stamps the return as filed by the Tax Agent.
The bulk update option enables this process to be completed efficiently and accurately in minutes. Without it, we are expecting our Tax Agent, who has the highest charge-out rate, to spend up to an hour during peak periods completing repetitive administrative tasks that add no value and significantly reduce efficiency.
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284 votes
An error occurred while saving the comment Rochelle Louden
commented
Please including reporting functionality on repeating invoices
Rochelle Louden
supported this idea
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12 votes
Appreciate the additional support this idea is getting. Please know this has been shared back with our product team who are taking a closer look into this.
While we can't commit to development atm, I'll shift the idea to In discovery and we'll let you know of any further updates around this, here. Thanks
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28 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Rochelle Louden
supported this idea
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43 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.
Rochelle Louden
supported this idea
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38 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!
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Even when a job is closed and archived, unrelated entities are still showing in the archived job.
If you then click on one of these unrelated entities, it is automatically added to the job, despite having no connection to that client.
It looks like the system is now reading client types rather than client groups, which is causing entities to be pulled in incorrectly.
This needs to be fixed urgently.
At this point, there is no trust in XPH/XPM. We cannot tell what is feeding into what. There are duplicates everywhere, basic controls are missing, and functionality has gone backwards.
As an accounting practice, this is extremely concerning. We are worried about:
incorrect client information appearing where it shouldn’t
jobs including entities with no relationship to the client
the risk of information being incorrectly displayed or shared
This is not just frustrating — it is a practice risk!
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17 votes
Hi team, really good to hear your feedback on what could improve your experience with new Tax Manager which is currently in beta.
We're listening to the feedback we're receiving about this from our community and while not in the works just yet, the ability to save custom filters is a feature we plan to develop.
You can get more of a view of what's to come in Tax Manager through Xero Central, and I'll keep you updated here once this idea progresses with the team.
Rochelle Louden
supported this idea
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270 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.
An error occurred while saving the comment Rochelle Louden
commented
From an accounting and practice management perspective, it’s extremely disappointing to see a system that worked really well (and that we genuinely valued) now broken. It has moved beyond inconvenience and into practice risk. Check the issues with the 'new' Tax Manager!
While we’re being told to “stop beta”, the reality is that many of these changes are applying across all users regardless, so they can’t be avoided.
Hopefully Xero can lift the platform back to the standard it was previously operating at.
An error occurred while saving the comment Rochelle Louden
commented
XPH has taken us backwards!
Rochelle Louden
supported this idea
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20 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
Rochelle Louden
supported this idea
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An error occurred while saving the comment Rochelle Louden
commented
Contacts should have the same merge functionality as Clients, allowing consolidation of duplicate records. This feature previously existed in XPM (for Contacts) and should be reinstated.
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3 votes
Hi Rochelle, thanks for bringing this up. When you’re working across a large client list, having a clearer signal of what’s changing can make a big difference. A Client Activity Toolbar could give practices a quicker sense of where things are moving and where a nudge might be needed.
Rather than jumping in and out of individual part of XPH, this kind of view could help you prioritise what to focus on.
We’ve moved this idea to Gaining Support to see how much wider interest there is.
Rochelle Louden
shared this idea
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6 votes
Hey Louis, thanks for bringing this up! Having client info in both the Partner Hub and your practice contacts gives you flexibility, but it would be even smoother if updates could flow automatically between them.
Right now, exporting your client list from the Hub and importing it into your practice contacts is a simple way to refresh records in bulk. It’s a handy way to keep everything up to date.
We’ve moved this idea to Gaining Support so the product team can see how helpful a more connected, unified experience would be for Partners.
Rochelle Louden
supported this idea
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Re-add icons for: NOA processed by ATO, Locked and suspended returns.