Settings and activity
164 results found
-
9 votes
Hi James, thanks for sharing your idea, and letting us know the changes that matter most for you.
We hear you that splitting these into separate, sortable fields would make it simpler to view upcoming deadlines and group milestones in a way that supports day-to-day planning.
This is now in Gaining Support so we can track interest and share with our product team how more structured milestone data could improve timeline and workload management.
Ndzalama Maltin
supported this idea
·
-
6 votes
Hi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
Ndzalama Maltin
supported this idea
·
-
70 votesNdzalama Maltin
supported this idea
·
-
19 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.
Ndzalama Maltin
supported this idea
·
-
18 votes
Hi Cherry, thanks for sharing this idea! It’s clear that not having “My Jobs” on the homepage adds extra clicks and makes it harder to keep on top of daily priorities.
As a workaround in the meantime, the Jobs table on the homepage does have filters — you can filter the jobs by Assigned to me as staff, Assigned to me as manager, or Assigned to me as partner to help focus on the tasks relevant to you. Still, we know a dedicated homepage widget would make this even smoother.
I’ve moved this to Gaining Support so we can track interest and see how many in the community would benefit. Your votes and comments help our product team understand the impact, so please keep them coming!
Ndzalama Maltin
supported this idea
·
-
11 votes
It’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
Ndzalama Maltin
supported this idea
·
-
36 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.
Ndzalama Maltin
supported this idea
·
-
35 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.
Ndzalama Maltin
supported this idea
·
-
20 votes
Hi Jocelyn, appreciate the suggestion. Relying on a single Master Admin can create a bottleneck and adds risk if that person is unavailable. We understand that allowing multiple Master Admins would help share responsibility and improve continuity across the practice.
At the moment, Master Admin role is limited to one user. However, you can look into the Administrator role for the meantime. I’ve moved this to Gaining Support so we can track interest and share it with our product teams.
Ndzalama Maltin
supported this idea
·
-
45 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.
Ndzalama Maltin
supported this idea
·
-
44 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.
Ndzalama Maltin
supported this idea
·
-
78 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.
Ndzalama Maltin
supported this idea
·
-
59 votes
Hi team, thanks for continuing to engage, and share the importance of easily viewing tax filing errors from the Xero Partner Homepage with us here.
Right now, for AU Practices there are a few tax widgets available that those with View tax return permissions will be able to view.
Both Activity Statements, and Income tax returns widgets will show returns with lodgment errors.
We're also in the process of developing tax widgets for NZ practices and I'll be sure to update you with more on this once it's ready 😊
Ndzalama Maltin
supported this idea
·
-
55 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?
Ndzalama Maltin
supported this idea
·
-
81 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!
Ndzalama Maltin
supported this idea
·
-
24 votes
Hi everyone, thanks for the engagement here so far. We understand the request to have Bare Trust available as a business structure option when creating a new client, making it easier to accurately classify and manage these entities.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community.
Ndzalama Maltin
supported this idea
·
-
35 votes
Hi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
Ndzalama Maltin
supported this idea
·
-
73 votes
Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
Ndzalama Maltin
supported this idea
·
-
85 votes
Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.
Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.
Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.
Ndzalama Maltin
supported this idea
·
-
114 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.
Ndzalama Maltin
supported this idea
·
