243 results found
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Login - Account Settings - Log in to - BUG FIX
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"5 votesHi Andrew, have you come into our Xero Support team about this? This setting is at a user level so should be based on the last organisation you were in.
It would be good for our specialists to take a deeper look into this with you to determine what's going on. If not already could you please raise a case through Xero Central.
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Adding color to templates
I posted just a minute ago, but don't see where it has posted. So I'm reposting:
After looking around at other invoicing programs, I noticed that the Xero invoice is pretty dull in comparison to others out there. Please look at the comparison of Xero & another. The addition of color within the invoice makes it quite a bit more when seen with color. (see attached)
Is this a possibility within the next update?
2 votes -
User Roles - Create a user role that can only access certain bank/debit card/petty cash accounts.
For example, be able to add a user that can access and reconcile debit card accounts and the petty cash account, without having access to the current account. Therefore, the user wouldn't be able to access the bank balance or salary payments etc.
1 vote -
Xero Inventory Plus - Allow access to XIP regardless of user role
Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.
1 vote -
Merge Xero Me Log Ins
As the HR admin and employee, it would be helpful to have just one Xero Me app login so I can view my personal payslips etc and approve staff leave/expenses...any idea when this may be an option?
1 vote -
MFA | Role that can enable another user to reset multi factor authentication
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…
3 votes -
When making an expense claim the Submit and Approve buttons are right next to each other and of equal dominance. If you have Approver permis
A more prominent SUBMIT button, or move Approve and Submit apart from each other on screen
1 vote -
Text in pop-ups is fuzzy - make sharp
The text in pop-ups such as the attachments pop-up on an invoice is very fuzzy compared to the text of the window it overlays. This badly needs to be fixed; I can barely read it - honestly, I thought I needed to get my glasses upgraded until I realised it was JUST the pop-up, and my eyes are automatically straining in a futile attempt to make the fuzzy text clearer which is giving me headaches and can trigger migraines.
To make it very clear the degree of the problem, I zoomed in, took a screenshot, and without changing the size…
1 vote -
Xero Login - Enable Passkeys as a replacement to passwords
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/)
6 votes -
Login page - redirect to ReturnUrl if already logged in
Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.
Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.
It…
2 votes -
Email Settings - customise style
I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.
6 votes -
global chart of accounts
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 -
History & Notes - Login - Timestamps for login history
Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management
5 votes -
lock period flexibility for income or expense type
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 closed1 vote -
Email templates - Remove the organisation name
As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.
The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.
2 votesHi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation.
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Quotes - view contact address
Why is it that customers address details are not shown on the invoice and quotation listings. this is causing time issue problems
These were shown in the classic view in invoices but not in quotations
I’m my mind this is a retrograde step and needs reviewing3 votesHi all, appreciate the interest around this. Being able to view a contact's address would be built separately for invoices and quotes.
We have an existing idea for this in new invoicing that you may like to add your vote and join across here - you'll see this is something we're actively working on.
I'll slightly adjust the title of your idea here to reflect the Quote side of things and we can keep you updated if there's any change for this. Thanks
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Xero Files - Create a transaction whilst viewing the attachment itself
Currently, when an invoice get's sent to Xero, it goes into the Xero inbox. Usually, one needs to go into the attachement itself to view whether it's an invoice or a credit. Once inside the attachment, there's no option to create the bill from there directly. You must go back out, into the list of items in the inbox, click on the three dots to the right to create the necessary document. It would be helpful if we could view the attachement and create the necessary document via that screen, without having to come out of it.
2 votes -
Being able to access multiple Xero Blue data client files at the same time
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 -
User role - Option to restrict project user role access to total invoices or bills
URGENT - Please have a setting to allow XERO subscriber to not allow project user to see the total invoices and billings of the organization. We need XERO improve on this system to create one more layer that allow user STANDARD to
- create quotation, raise invoice and cannot see total organization billing BUT only what they raise and projects that they are involved in.
They will make your system even more powerful! Please review this seriously. Last thing we want is to change to another platform because of this flaw.
2 votes -
Invoice date column for CPA Revenue - Detailed account transactions reports on cash basis with invoice dates
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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