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  1. "Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.

    337 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

  2. I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.

    48 votes

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  3. When I login to Xero, I enter my email address and password and am taken to the second page (MFA).

    I'm then asked for the authenticator code, but I have to click into the field to enter the code.

    Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.

    Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.

    21 votes

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  4. Passkeys (https://fidoalliance.org/passkeys/) are rapidly taking over passwords and are infinitely more secure than passwords.

    Intuit are already using Passkeys (https://fidoalliance.org/case-study-intuits-roi-from-passwordless-customer-authentication/)

    42 votes

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    Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.

  5. Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.

    24 votes

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  6. When emailing receipts to Hubdoc, anything written in the email title or body should stay with the receipt. Currently, Hubdoc turns one email into 2 uploads. One upload is the email. One upload is the receipt. It is nearly impossible to know which email matches which receipt. The result is that important documentation is lost. For example, my clients often email a receipt to Hubdoc for meals and they write who was present at the meal and the business purpose into the email's title or body. Those details are required by the IRS but the current Hubdoc system does not…

    5 votes

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  7. It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.

    9 votes

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  8. Provide an option to allow standard users to publish bank reconciliation reports, but not all reports.

    As a Xero Advisor, I don't always perform all of the accounting functions for my clients. For some clients we mutually prefer to have them perform the bank reconciliation process each month. This is a standard internal control that isn't always outsourced. Requiring publishing bank reconciliation reports at the Advisor level user seems overkill and limits how advisors can manage levels of service assumed by the advisor and their clients.

    2 votes

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  9. We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up…

    6 votes

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  10. Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.

    2 votes

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    Hi Linda, this sounds more like something that would be best resolved individually with our Xero Support team directly(you can reach them through the Contact Xero Support option at the bottom of this link).

    With the Standard or Advisor user role you should be able to access outstanding bills (supplier invoices) in the organisation.

  11. Many of my clients are partnerships and trade using the partners initials e.g. J & J Doe but on their reports it displays as %26 and on emails that they are sending with sales invoices, it displays as "& amp;" meaning that when I save reports or they send their invoices, this has to be changed. Having worked in a software house previously, I know that this is a programming issue and one that should have a relatively simple fix so can you please look at this.

    4 votes

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  12. Link to Invoices on Custom Statements

    Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.

    45 votes

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  13. As a charity funded entirely by donation we receive the majority of funds via online bank receipts. Because the bank receipt is standard, I currently manually create a receipt for our donors in word which I can attach to the bank receipt transaction and email to the donor. This is very time-consuming and I think it would be a very easy fix to allow customisation as with invoices

    4 votes

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  14. We wish to let some of our users have access to purchase orders, raising & viewing etc.

    Currently if we give them access to purchase orders it also lets them see supplier balances and also click into the supplier and therefore into the accounts i.e invoices etc.

    We would like our staff to just see the purchase orders and raise purchase orders but not have access to anything else.

    136 votes

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  15. Please fix the Account setting for the Log in to preference so that it works as advertised.
    Currently the option to log in to "The organisation I was last in" does NOT work as advertised. It will log me in to a seeminly random organisation from the list of my organisations.
    I believe that it is logging me into the "Last organisation that ANYONE was in"

    9 votes

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  16. Please make audible alerts to "messages", tips, etc optional.
    I wear earphones and work across multiple devices and it is quite irritating to hear "bloop" when working across multiple tabs.

    We don't need more vapid sounds in our lives!

    2 votes

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  17. Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.

    Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…

    11 votes

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  18. Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice

    44 votes

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  19. We operate multiple xero files/organisations. It is easy to accidentially post bills and invoices to the incorrect organisation and therefore need to be voided and put in to the correct one.

    Please add a setting so I can change the color of the toolbar so each organisation has its own distinct color which may eliminate some of these user errors from occurring?

    1 vote

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  20. Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.

    Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter

    If the check box was between the password and login button then it would be, enter 2fa code,…

    3 votes

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