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  1. "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.

    106 votes

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  2. We wish to let some of our users have access to purchase orders, raising & viewing etc.

    Currently if we give them access to purchase orders it also lets them see supplier balances and also click into the supplier and therefore into the accounts i.e invoices etc.

    We would like our staff to just see the purchase orders and raise purchase orders but not have access to anything else.

    62 votes

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  3. Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.

    Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.

    Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.

    Ideal Outcome: The due date would…

    20 votes

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  4. Link to Invoices on Custom Statements

    Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.

    14 votes

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  5. 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.

    115 votes

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  6. We would like our auditors / account reviewers to have Read Only access to our accounts in Xero however this does not enable them to view Xero Files, which is where we save our bank statements, etc.

    Currently we need to give them Standard Access so that they can have access to the documents in Files, however this also gives them the ability to change the accounts as well.

    We would like to suggest the Xero files be added to users with Read Only access.

    Thanks,
    Maria

    11 votes

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  7. Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.

    14 votes

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  8. 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.

    231 votes

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    We 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…

  9. To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.

    34 votes

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  10. For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.

    2 votes

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  11. There should be the ability to select inventory access for users that have invoice only access.

    For example, my office manager handles all the invoicing as well as all of the stock and inventory management. Currently he cannot access inventory to add new items or change pricing without the ability of seeing all of the bank accounts. Second tier management should be able to access invoicing and stock control without seeing critical financials. I suggest that a tab be added to the settings for users to allow inventory to be accessed at the invoice only level user.
    Alternatively, make bank…

    189 votes

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  12. Receipt template options

    The receipt template does not allow for the invoice number, reference or description to be listed on the receipt. I have to manually type this in each time otherwise my clients don't know which invoice I am receipting.

    Please allow for these placeholders and auto send a receipt when the invoice is reconciled.

    9 votes

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  13. 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 reviewing

    3 votes

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  14. 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.

    289 votes

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  15. If a staff member has Manager User access to a client file this doesn’t allow them to add users to a file with Payroll Admin unless they have Payroll Admin permissions.
    It would be good if people are allowed to MANAGE the access without necessarily having themselves.
    Can this idea please get implemented as it will avoid adding administrators with Payroll Admin permissions to our large client list when it isn’t required.

    39 votes

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  16. It would be helpful to be able to add shortcut icons on the dashboard for all of the things you use every day instead of having to go through the dropdown menus. (similar to the way the old quickbooks used).

    For example, have a way to put an "invoice" icon on the dashboard. Or add "spend money" on the dashboard. Basically have a way to add whatever shortcut icons you want as every business is different.

    3 votes

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  17. At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.

    The links currently look like this:
    https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButton

    And I want them to look like this:
    https://in.xero.com/XXXXXXXXXX

    They are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…

    3 votes

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  18. Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.

    3 votes

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  19. Please can you set up an upload template for tracking categories

    44 votes

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  20. 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.

    2 votes

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