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  1. 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

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  2. 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

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  3. 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

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  4. 1 vote

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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.
    Thanks

    2 votes

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  10. 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.

    26 votes

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  11. 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

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  12. 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

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  13. Ability to have multiple online payment options in one Invoice.

    Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.

    80 votes

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    Hi everyone, we've begun rolling out improvements to the way you manage your online payment methods in Xero. It's going to be a slow release so our team can closely monitor usage and ensure it's working well with our customers - we'll keep you updated on when it's available to 100% of users.
    To give you a taster of what's coming, we've designed a new flow that allows you to easily set up and access differing payment methods to your customers when sending invoices.
    You'll have more control by being able to offer multiple payments services and customise the payment types you offer customers.

  14. It would be useful if it were possible to restrict the posting of journal entries to specific users.

    19 votes

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    Hi 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?

  15. 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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  16. I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.

    7 votes

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  17. Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1

    2 votes

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  18. I have clients whose bookkeeper does the payroll and also processes accounts payable/receivable invoices. Currently we can't have submit/draft only invoice access AND payroll access. This means that if they want to do payroll, they also get access to approval of invoices. Can we please create a user role where draft/payroll access is combined?

    29 votes

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  19. I love the Xero filing cabinet as I can put files in there for the accountant and owner to view. However I have been using this cabinet for over 7 years and would like the ability to archive / consolidate by year.

    2 votes

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  20. To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank

    28 votes

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