225 results found
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File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
1 vote -
MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
7 votes -
Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
3 votes -
Dashboard - Edit dashboard layout
Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.
9 votes -
Check - Limit 'Check Style' Editing for Standard User Role
Any user with the 'Standard User Role' AKA the role with the least amount of permissions that can still access and perform bank reconciliation, has access to Setting>Check Styles which contains your bank account routing & account number, if you need to have that information printed onto blank check stock. This is a major security overlook. I do not want my employee that is helping with bank reconciliation to have access to my bank account information.
1 vote -
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"8 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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Organisation Settings - Dark theme for light sensitive eyes
Just to add on to another users request (see organisation settings - Dark mode) highly voted request
Could you please consider the darker mode theme on Xero for those who have light sensitivity or migraines due to white screens etc
26 votes -
Permissions | Cashbook Client - access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
4 votes -
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.
2 votes -
Organisation settings - Increase options and favourite companies in dropdown list
Xero Dashboard Company Toggle - Change Organizations:
Please add the ability to have more than 6 companies in the dropdown list. Possibly allow the user to choose how many companies they would like to be able to choose from. Also, it would be nice to be able to "Favorite" the companies you use most often and have them appear at the top of the list.6 votes -
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…
8 votes -
New invoicing - Make Pop up text clearer
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 -
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.
33 votes -
New organisation setup - 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
8 votes -
Lock dates - Flexibility in setting period and accounts applied to
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 closed2 votes -
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.
5 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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