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

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    1 comment  ·  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.

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    PKF Perth commented  · 

    Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients

    Eg - Darren Tax Partner should be able to have a widget that just shows his client list

    PKF Perth supported this idea  ·