243 results found
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Organisation Settings - Ability to set colour of organisation
Ability to set colour of organisation in the naivgational banner
Purpose: To help distinguish between clients, and avoid entering data incorrectly when working with multiple clients.
214 votes -
Files - Automatically include specific file attachments when sending from Xero
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.
202 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.
83 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
22 votes -
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.
144 votes -
Payment Service - Multiple online payment options per invoice
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.
78 votesHi 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. -
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.
9 votes -
Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
110 votes -
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.
138 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.
101 votes -
MFA - Touch ID and Face ID verification
Implementing touch ID/Face ID verification for users to log into Xero.
Purpose: Users can have more variety on how to log in.
3 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.
49 votes -
User Roles - Expenses: Two step approval process in the New Expenses feature
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
37 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.
29 votes -
User Roles - Purchases Only access to Age Analysis
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.
7 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.
18 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.
41 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.
35 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.
130 votes -
Email Settings - Specify date/time to send transactions
Ability to specify date/time when users’ want to send emails from Xero.
Purpose: So clients/customers can receive the email during the working hours and not at random time.
303 votesAppreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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