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.
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Kwei Ma commented
on top of this, allow opening multiple entities. would be easier to cross-check related party transactions
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Kylie Pascoe commented
I have three companies I switch between and although it seems like a small thing, being able to select the colour for each would be super helpful. Some of these companies have colours already associated with them, which don't correspond with the colours allocated and becomes confusing!
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Merryn Waight commented
I agree the confusion that can occur as several clients have the same colour, maybe a pattern could help
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Michael Simpson commented
One of the colours of my firms is the same as the demo firm which can be confusing. Would be handy if we could change firms icon colours.
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Ryan Oltman commented
Agree that color customization between companies and tile icons would be good.
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Matthew Allen commented
Colours in Customers don't come over to projects - in fact they change randomly to some colour. Some days 5 different clients all in orange - go to their customer account and they are different colours. Surely they should sync up and also be customisable on customer accounts. Making xero sense at the moment :-/
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Andrew Gowers commented
I use multiple Xero accounts and switching between them isn't the easiest, for understandable reasons. However it would be most helpful if we could more easily differentiate each ledger - perhaps an option to have a different colour theme?
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Fay Watson commented
Where a user has access to several Xero companies it can be too easy to enter a transaction into the wrong company. This risk could be minimised if there was the ability for a user to customise the toolbar colour that displays for them for each company they log into.
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Hinterland Accountants & Advisors commented
Clients with multiple entities are asking for different colours to distinguish between them and not accidentally post in the wrong entity
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Dayle O'Callaghan commented
Not just for people with multiple clients but also business owners with multiple businesses for both them and their accounts staff...I have x3 Companies I am always flicking between, with a fourth soon to be added.
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AdminXero Team (Admin, Xero) commented
Ability to change colour/add branding header to make users able to differentiate Xero orgs.
Purpose: Users can easily distinguish each Xero org that they have access to.