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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.
21 votes -
Files - Automatically include specific file attachments when emailing Invoices
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.
21 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.
15 votes -
Payment Service - Multiple online payment options per invoice
Ability to have multiple online payment options in one Invoice.
Purpose: The receiver of invoices will have more options on how they’re going to pay the invoices.
11 votes -
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.
12 votes -
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.
11 votes -
Xero Blue | Global Search - Search Contacts by address and phone number
Ability to search contacts by address and phone number.
Purpose: To have more options for users to search their contacts in Xero.
6 votes -
Navigation - Return to previous screen after editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
6 votes -
Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
5 votes -
User Role: Quotes access only
Ability to only give new users quote access only.
Purpose: Having more options when giving someone else access to Xero org.
2 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
3 votes -
Conversion Date Mid-Month
When posting conversion balances, you have to post balances at the end of the month. If you could select a day, i.e. 5th of April, it would make posting conversion balances a lot easier
2 votes -
the ability to limit users access to the P & L report and the balance sheet
The ability to limit users access to the P & L report and the balance sheet
2 votes -
Demo
Demo Mode - Option to "Blank Slate" all the prebuilt settings, to save settings and to upload settings.
1 vote
AdminKelly Munro
(Admin, Xero)
responded
Hi Russell, if you'd like a blank slate to start from you can set up a trial org.
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User Access - Restrict Invoice only role to Customer list
There is a role setup for Invoices Only (Purchases). This is useful if you want to have a User process Accounts Payable Invoices, but without providing access to Sales Invoices.
However, if you login with this role, you can see 'All Contacts' as well as the list of all 'Customers' and the billing amounts outstanding. Surely this is inappropriate if the role is for Invoices Only (Purchases)?
The suggestion is that a user with the role 'Invoices Only (Purchases) can see Supplier contacts, but cannot view Customer contacts (which is really what most people would expect if this role is…
2 votes -
Organisation settings - change colour/add branding to header to differentiate Xero orgs.
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.
2 votes -
User Access: Payroll - Payroll admin access only
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
2 votes -
Organisation settings - Read only file option
Ability to have read only file options to retain the record of the business.
Purpose: Users who close their business can still retain their records
2 votes -
Files - Ability to send documents to cloud storage from Xero Files
Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).
Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.
2 votes -
Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
2 votes
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