Settings and activity
164 results found
-
4 votes
Hi Logan, thanks for raising this. We understand the preference to have the Search feature position on the far right of the header. For teams who use it frequently throughout the day, even small layout changes can affect established workflows.
As a tip in the meantime, you can press / on your keyboard to jump straight to the global search field without needing to navigate to it with your mouse.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are other navigation changes that have impacted your workflow, we'd love to hear more.
Ndzalama Maltin
supported this idea
·
-
9 votes
Hi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.
We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.
Ndzalama Maltin
supported this idea
·
-
13 votes
Thanks for raising your feedback with us here! Our product team are closing close attention, and I'm pleased to share that this is a widget that they are exploring for the Partner Hub homepage 😊
For now, we'll shift to in discovery and I'll give you another update as it moves along.
Ndzalama Maltin
supported this idea
·
-
24 votes
Hi Gabby, thanks for sharing your thoughts. It's clear that when multiple tabs are open, it can be easy to lose track of which tab is the client tax return.
Adding clearer visual cues like colour-coding or more distinct tab titles could help you move between Tax and Practice areas more confidently.
I’ve moved this to Gaining Support so we can gauge the interest from the community.
Ndzalama Maltin
supported this idea
·
-
18 votes
Thank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
Ndzalama Maltin
supported this idea
·
-
32 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Ndzalama Maltin
supported this idea
·
-
3 votes
Thanks Sarah for sharing your feedback here. We understand the request for a more dense Jobs widget that displays more items at a glance. Having greater visibility from the dashboard could make it easier to keep track of work without needing to open the full Job Manager.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
Ndzalama Maltin
supported this idea
·
-
3 votes
Thanks for starting this conversation. We understand the request to show all assigned staff in the Staff Assigned column in Job Manager, rather than only the primary staff member. Having everyone visible at a glance could make it easier to review job allocations without opening each job.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
Ndzalama Maltin
supported this idea
·
-
4 votes
Hi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
Ndzalama Maltin
supported this idea
·
-
6 votes
Thanks for sharing your idea, Louis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll start getting a sense of the interest here and share if there are any updates.
Ndzalama Maltin
supported this idea
·
-
9 votes
Hi Amy, thanks for taking the time to share this idea.
It sounds like being able to see the dollar value of Work in Progress (WIP) directly within the Jobs list would give much better visibility over workload and billing readiness. Having unbilled time and costs displayed at a glance, without needing to open each job or run a separate report, would make it easier to quickly spot what’s ready to invoice.
I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding a WIP value column could support a smoother billing workflow and clearer visibility across jobs.
Ndzalama Maltin
supported this idea
·
-
11 votes
Thanks for sharing back on how you enter time for Jobs, Lisa. We'll start to get a gauge of others interest ion this from your idea here.
We'll keep a close watch and let you know if there are any updates planned for this here.
Ndzalama Maltin
supported this idea
·
-
2 votes
Thanks for sharing this idea — we can see why having more control over the number of jobs shown in the client record Jobs list would be helpful.
We’re moving this idea to Gaining Support so others can add their vote and share how they’d use it.
We’ll continue to monitor the interest and updates on this idea as it gains support.
Ndzalama Maltin
supported this idea
·
-
7 votes
Thanks for your feedback, Karen. Can see the logic in being straight back to the job you were in rather than to the full jobs list.
While we'll get a wider sense of interest around this here , I'll be sure to update if there are any changes planned for this behaviour.
Ndzalama Maltin
supported this idea
·
-
11 votes
Thanks for your feedback on viewing current and archived jobs together in XPM. We appreciate you sharing how important this unified view is to your workflow.
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.
Ndzalama Maltin
supported this idea
·
-
17 votes
Can totally appreciate your idea from a consistency stand point, any. I've shared this back with our product team and will let you know if there are any updates. 🙂
Ndzalama Maltin
supported this idea
·
-
22 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.
Ndzalama Maltin
supported this idea
·
-
2 votes
Thanks for bringing this to the community. We understand the request for more control over staff access in Xero Partner Hub, particularly when different team members need access to different clients or practice functions.
I've moved this idea to Gaining Support so we can continue tracking community feedback. If this would be useful for your practice, share how you currently manage staff access and which additional controls you'd like to see.
Ndzalama Maltin
shared this idea
·
-
4 votes
Thanks for sharing your idea with us!
I’ve had a look through your suggestion, and I can definitely see how a "hours remaining" tracker would be a huge help for those of us balancing flexible schedules.
I’ve assessed your post against our community criteria and have moved it to Gaining Support. This means other members can now vote on it and share their own feedback, which helps our product teams understand the demand for this feature.
To make it easier for others to find and support your idea, I’ve updated the title slightly to: Dashboard - Weekly hours remaining widget
In the meantime, while we don't have a live tracker on the main dashboard, you might find the Xero Me mobile app or the Projects tab useful for keeping a closer eye on your logged time during the week.
We’ll keep an eye on how much interest this gains…
Ndzalama Maltin
supported this idea
·
-
4 votes
Hi everyone, thanks for sharing this suggestion. It’s clear that not all work during the day is tied to a specific client job, and having to assign a job to every timesheet entry can feel limiting.
We hear you that being able to log time without linking it to a job would make it easier to capture internal work, training, and general admin tasks that don’t sit under a project.
This is now in Gaining Support so we can track interest and share with our product team how more flexible time entry could better reflect day-to-day work.
Ndzalama Maltin
supported this idea
·
