268 results found
-
Login - Don't Log Me Out/Extend Log Out Time (more than 60 minutes)
Develop the feature where Xero doesn't log user out time is extended for more than 60 minutes when it’s idle.
Purpose: Because having to log in again can disrupt users' workflow, which some users had to be interrupted as they’re also taking care of their business at the same time.
1,057 votesHi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g… -
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.
617 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.
-
Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
617 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… -
Login - Enable Windows Azure Active Directory Single Sign On
Ability to use Azure Active Directory for MFA.
Purpose: It makes Microsoft users easily log into Xero.
520 votesHi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
-
User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
466 votesThanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
-
User Role - Restrict access to specific Settings
Ability to customise user roles to restrict some access in Xero.
Purpose: Some staff should only have limited access in Xero.
419 votesHi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews… -
User Role - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
406 votesHi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… -
History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
398 votes -
Email Settings - Ability to have separate reply-to email address
Ability to have separate ‘Reply-to’ email addresses within the same Xero organisation.
Purpose: Users can easily change the email address that they’d like to use when sending email from Xero, rather than having to go through settings to change it.
350 votesHi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
-
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
348 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…
-
Notifications - Email/notification when items are Awaiting Approval in Xero
Ability to notify an approver within the Xero org when items are in the Awaiting Approval status.
Purpose: Approver can approve or decline the transactions faster.
332 votes -
User Permissions - Access to reconcile without viewing balances
It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.
309 votesWe thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
-
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.
283 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.
-
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.
241 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…
-
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.
232 votes -
Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
211 votesHi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been regularly reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
We'll move the idea back to submitted so we can continue to gauge the interest through votes here. When there is opportunity to pick this up, I will share any news with you all here.
-
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.
161 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.
160 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.
158 votes -
Lock dates - Ability to add password protection
Dear Xero product team,
Please could we have an option to Password protect Lock Dates.
Where certain user can only unlok Lock dates i.e. Accountants or Subscriber
At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.
152 votesWe appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
- Don't see your idea?