Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  Xero Partner Hub » Partner Hub homepage  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Waseem Naroo commented  · 

    in this place need to add filters for current AS, previous AS or date range. Also filter for Parther and then Manager, by clicking we need to see how many are outstnding for each manager or partner

    An error occurred while saving the comment
    Waseem Naroo commented  · 

    in this place need to add filters for current AS, previous AS or date range. Also filter for Parther and then Manager, by clicking we need to see how many are outstnding for each manager or partner

    Waseem Naroo supported this idea  · 
    An error occurred while saving the comment
    Waseem Naroo commented  · 

    in the home page - can you for activity statements and tax returns, can you add a filter to see which staff or partners work is outstanding