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241 results found

  1. If we are running multiple companies, can we not get option to have global chart of accounts, that all entities have to use / can select which entities the global chart of accounts apply to?

    1 vote

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  2. Access rights in the system is an issue for many companies and has also been a reason for companies to opt for another software.

    We believe that it would be beneficial if you can add an option to choose between simple and advanced user roles.

    Advanced should include the option to restrict access to certain menu items.
    Even a high level restriction would be helpful i.e. Hiding Dashboard tab, in Business being able to select Invoicing, purchases or stock or a combination of these menus to access, etc.

    In addition, an option to be an approver or not in the…

    1 vote

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  3. It is time to add support for alternative browsers than just the big 4. There are many privacy and security benefits with browsers like Opera, compared to say Chrome. And not so much tracking and privacy impacts.

    2 votes

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  4. we have specific cut offs for certain aspects of our EOM so more options for locking periods in certain categories would be so beneficial.

    lock revenue for a specific period once reviewed
    lock a payroll period once closed for EOM
    lock expenses or AP once closed

    1 vote

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  5. Being able to access multiple Xero Blue client files at the same time. In other words being able to have them open in different Windows or Tabs at the same time. At the moment it only allows you to have one Xero Blue file open at a time.
    As accountants, some of our clients have multiple Xero data files and we need them open at the same time to track inter-entity transactions and this cannot be done, unless you use a different internet browser.

    1 vote

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  6. Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.

    2 votes

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  7. Can we have Xero to add an invoice date column in the account transaction report when we pull the revenue report on cash basis

    1 vote

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  8. In Australia, if your company wants to offer training services for a recognized Qualification, like an Apprenticeship or Traineeship, and (in particular) claim the associated subsidies from the Government, then the RTO Company must be registered with the Government training/education department.

    Under that system, the RTO company has a contract with the department, which stipulates in detail the matters that the RTO’s operation must comply with.

    In Qld State, the contract requires that the RTO’s data be warehoused in Australia. A strict reading of the clause includes the financial data related to our Students, which is held in the RTO’s…

    1 vote

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  9. The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.

    2 votes

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  10. Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.

    Purpose: To save users time from having to scroll the page.

    143 votes

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  11. To have notes in the Xero Dashboard.

    Purpose: Users within the Xero org can leave the notes and easily remind one another.

    135 votes

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  12. For users with Invoice Only access, they currently can only use the 'Receipt' option to add expenses via the mobile app, not via the desktop site version.
    Would make sense to have the same options for same access regardless of what device is being used.

    1 vote

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  13. We need to give specific users access to specific sales.
    We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out

    2 votes

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  14. It would be nice if we could issue invoices in stablecoins, especially in USDC (the USD-backed ERC-20 token that can be redeemed 1:1 for US dollars).

    https://www.circle.com/en/usdc

    1 vote

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  15. Please add the ability to dismiss/hide the setup guide without the need to have clicked through and used all options in the guide. Some do not apply to my organization and so there is no way to get the blue setup guide button to disappear and it gets in the way of other things on the screen.

    6 votes

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  16. Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.

    6 votes

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  17. The Xero Dashboard online is great for reconciling daily transactions however, there is no way to give administrators access to just the dashboard in Xero without seeing further private company information. If there was an API to the dashboard, developers could choose to show or hide other confidential information from administrative staff

    1 vote

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  18. Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.

    I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.

    2 votes

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  19. Can the items per page be made an updateable default on all tabs? i.e. remember my setting until I change it again. So, on the contacts page I'd like to select 200 per page and have Xero remember that preference until I change it again.

    43 votes

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  20. Overall Cash Balance widget for Xero Dashboard. I actually love the Overall Cash Balance widget for the app. Can we have that as an option for the Xero Dashboard for the web version as well? It's handy to be able to log in and instantly see the total cash for my business.

    1 vote

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