226 results found
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Xero Me | Expenses - Remove Employee from 'Nothing to review'
It would be useful to be able to remove employees who are no longer working for the company from the Xero Expenses app. It's annoying having their names pop up under the "Nothing to review" section as it's easy to continue to file expenses under their name even though they no longer work for the company.
5 votes -
Organisational Settings - Add Caribbean Netherlands to the list of countries
My company is based on Bonaire, an island in the Caribbean. Bonaire is a special municipality of the Netherlands. Together with two other islands in the Caribbean, namely Saba and Sint Eustatius, we form the country Caribbean Netherlands. Please add this country to your list of countries. Before 2010, these islands were part of the country called Netherlands Antilles, but in 2010 this country was dissolved.
1 vote -
Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave20 votes -
User - Restore deleted user
Once a user is deleted it would be helpful to have a list of deleted users, where you can then restore from if needed.
1 vote -
My Xero - Show company logo in drop down
You can upload your logo and it appears on your invoices. Great. But here is an easy win, replace the initials on the Menu drop down with the company logo too? It would just be a nice touch.
6 votes -
Invoice Branding - Increase limit from 15 Custom DOCX themes
There is no reason to have a limit of 15 Custom DOCX Branding Themes (when those are needed to be used as RCTI). Organisations that issue RCTI do so for many clients so why limit it.
17 votes -
User Role - Ability to share a published report with users
Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.
7 votes -
User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
18 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
20 votes -
1 vote
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Xero UI - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
2 votes -
Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
27 votes -
Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
84 votes -
History & Notes | All activity - Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
7 votes -
Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
2 votes -
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 roles - Give users with Invoice Only Access option to change online payments
Our administrator generates our invoices and has Invoice Only Access, we need her to be able to change whether an invoice is paid by GoCardless or not, one of our company owners has to do this at the moment which is an inconvenience, please change so users with Invoice Only Access have the ability to change online payments.
1 vote -
Navigation - Hide tool tips/help banners
Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?
Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.
They take a significant amount of space at the top of the screen so you actually have to X them out.
1 vote -
User Roles: Restrict access to manual journals
It would be useful if it were possible to restrict the posting of journal entries to specific users.
19 votesHi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
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Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
2 votes
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