244 results found
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Users - Identify accounting practice users on a clients Xero
It would be good to be able to clearly identify accounting practice users on a clients xero platform. All they see is name and email and it would be good if the accounting firms name was somehow shown to give clients comfort especially where firms outsource work.
1 vote -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks2 votes -
User role - Ability to assign specific email address.
Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?
2 votes -
Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
19 votes -
User Role - Access to specific feature only
"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.
181 votesHi 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… -
Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
1 vote -
Invoices - Allow Invoice Only users the ability to bulk import invoices
As with standard users and bills raised, ability to bulk import invoices from excel.
1 vote -
Branding - Merge Field for the DOCX template Name
Make available to the DocX template a field containing the Template Name, so that its easier to identify which DocX template is being used.
1 voteHi Andrew, coming back across your idea here I wanted to double check your idea - Are you saying that you'd like to be able to show the name of the template that you're using on the invoice itself? If so, though not a merge field you could insert static text on the docx template so this is shown on the invoice.
Or perhaps are you wanting better visibility of the template that you're using when sending an invoice. Want to make sure I'm passing this on correctly.
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Reporting: Profile based defaults for settings and reports - Based on client files and user
Ability to set default reporting options (default to show account numbers, specify no. of results per page, your own date preferences), along with favourited reports - but have it linked to your Xero user profile rather than the client's file.
I work on multiple files a day and don't want to change their file settings - but manually changing to my preferred reports every time the page refreshes is exhausting.
2 votes -
Organisation Settings - Allow seperate branch codes for STP and TPAR
Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.
Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…
9 votes -
Xero Interface - Select/Highlight details on page without automatically following link
Select/Highlight Xero web page details without automatically following link
Most web links allow for text and links to be selected/highlighted by clicking, holding and dragging for additional options when the selection is right clicked (copy, print etc.)
It seems unintuitive when attempting to select/highlight (clicking and dragging over text) items in Xero, such as invoice numbers, that the page immediately follows the link as though clicked.
It is often useful to select text for simple copying, or highlight specific sections for printing on web pages, but this behavior prevents that basic utility.2 votes -
Multi Currency - Exchange Rate Import and Export
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 -
Xero Files - Send file from file library directly to another organisation
Send or transfer files from the file library between organisations
We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.
3 votes -
Spend Money - Add multiple lines
Would be good to have in Spend Money option to insert multiple lines like in Bills & Invoices
3 votes -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
Invoices - Default due date set regardless of an integration upload
Default invoice due date / contact due date can be set when integrated with other products that fed the invoices in. Currently it is overriden with due date from integrated system
Setting due date so we can clearly see what is overdue is an excellent feature and would help significantly with accounts
1 vote -
User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
3 votes -
Organisation Settings - Pull 'Organisation type' from Companies House API
When setting up a new Xero organisation, in Organisation Settings we are being asked for organisation type and registration number. it should be possible, especially for Limited Companies, to pull their details which are stored on statutory register via the API by reference to registration number.
2 votes -
User Roles - Limit access to view transactions for specific tracking categories
It would be really useful to be able to give users (dept. managers) access to Xero, but purely for their department, so they can view real time reports (profit & loss etc) of only their department, without having access to the company as a whole, or other people's departments.
1 vote -
(UK) Year End date change to bases period reforms
With the new basis period changes coming into effect, some clients may want to change their year-end from 30.09 to 31.03. Currently changing the year-end in Xero will cause previous opening balances to change and most likely mean any working papers produced in Xero will no longer match the accounts.
It would be a useful tool to have something whereby a previous accounting period end could be locked so a new year-end could be chosen without messing up the old year-end balances.
38 votesHi everyone, as mentioned earlier our team have been making change across Xero to align with the UK basis period reforms. We recently made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. As a reminder from our last post -
Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.
In the meantime, once your practice is comfortable with the implications of basis period reform, it’s…
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