205 results found
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Navigation - Buttons at top to navigate between pages of a list
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.
158 votes -
Files - Ability to send documents to cloud storage from Xero Files
Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).
Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.
11 votesHi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
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Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
166 votes -
Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
129 votes -
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
73 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
37 votes -
Files - Include attached files when using 'Copy'
Ability to keep the files attached when users’ they’ve copied it into Bills.
Purpose: To save users’ time from having to manually send the file attachment separately.
25 votes -
Email Settings - Set which users to receive Bank account change notification
Ability to select one or two users to receive the notifications when there’s some changes in a Bank account.
Purpose: Because some staff in Xero doesn’t need to know if there’s changes within the bank account.
78 votes -
Email Settings - Ability to add other email address when user choose 'Send me a Copy' option
Ability to add ‘Send me a Copy’ check to also include other email addresses.
Purpose: To make other colleague within the users' workplace get the copy of the email, so they’re all informed.
42 votes -
User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
167 votes -
User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)
Ability to have read only permission when setting up staff access in Xero.
Purpose: Because some staff aren’t allowed to make changes to certain area (e.g. access to bank accounts and reports).
90 votes -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
Ability to send an automated 'Payment received with thanks' email to the customer
Purpose: To give a professional image to users’ customers/clients, and save time in a current manual process
360 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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User Role - Allow users access to specific reports
Ability to only allow some users to access specific reports.
Purpose: Because in some organisation, only some people can only see the information for some reports.
264 votesHi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
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Manual Journals - Editing journal with auto-reversal to update related journal/s
To have an option to automatically update the reversing journal.
Purpose: To save time and help avoid errors in updating both entries.
48 votesHi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
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Organisation setting - Ability to hide/delete the demo company
Option to hide or delete the demo company in Xero.
Purpose: Often a demo company creates confusion for users, so it’s better if they can hide/delete it.
292 votesHi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.
That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.
While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.
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User Role - Restrict access to specific Tracking categories
Ability to restrict access to specific tracking categories for some users in Xero org.
Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.
53 votes -
Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
30 votes -
Organisation Settings: Email Templates - Add a default CC email address
Ability to add a default CC email address in the email template.
Purpose: Users can easily input another email address when they have to add they create an email template.
70 votesHi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
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Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
647 votesThanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for… -
Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.
Ability to copy/duplicate details into Demo Company.
Purpose: To easily test any changes in the Demo Company rather than implementing it directly into ‘Live Xero organisation’.
44 votes
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