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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.

    228 votes

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    Hi 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…

  2. I would like to be able to customise the styling on the invoice emails sent to customers. Changing the colour of the buttons etc.

    25 votes

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  3. Passkeys (https://fidoalliance.org/passkeys/) are rapidly taking over passwords and are infinitely more secure than passwords.

    Intuit are already using Passkeys (https://fidoalliance.org/case-study-intuits-roi-from-passwordless-customer-authentication/)

    18 votes

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  4. 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"

    7 votes

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  5. 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

    10 votes

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  6. 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.

    26 votes

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  7. 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.

    92 votes

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  8. 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.

    11 votes

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  9. 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…

    28 votes

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  10. 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…

    7 votes

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  11. Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice

    26 votes

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  12. 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

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  13. 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

    20 votes

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  14. 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.

    24 votes

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  15. Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.

    3 votes

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  16. 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

    6 votes

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  17. 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.

    141 votes

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  18. 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.

    6 votes

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    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

  19. 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.

    48 votes

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  20. I would like to attach my pricelist to every email invoice I send out from my files in xero like a link in the invoice email.

    Also I would like to send my whole client base announcements via email eg price change or change to my terms and conditions through xero.

    2 votes

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