262 results found
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My Xero - Permanently remove cancelled org from list
Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.
5 votes -
Multicurrency - Enable CNH currency
Add CNH.
Ability to add CNH currency which is offshore RMB traded outside of China.
13 votesThank you for rounding back, Scott. I’ve changed your idea slightly here, so it’s sounded more CNH currency instead of bank feeds. This is because, before bank feeds for CNH can be implemented, CNH currency needs to be enabled first.
In saying that, we’ll keep an eye on this idea to gauge the interest from the community here :)
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Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
1 vote -
Invoices - Allow Invoice Only users the ability to bulk import invoices
As with standard users and bills raised, ability to bulk import invoices from excel.
1 vote -
Navigation | Edit display picture for organisations in dropdown
It's very hard to tell multiple organizations apart, particularly if they have the same initials. Currently, Xero simply displays the organizations' initials. It also assigns a random color to each organization. It would help distinguish these greatly if the organization settings allowed me to upload an avatar for each organization. Xero's Demo Company already illustrates how this feature would look. Also, it would help edit the color Xero assigns so that the color could match each organization's branding.
6 votes -
User roles: Restrict access to Invoice Settings
For internal control reasons the 'invoice settings' section should be only accessible for certain access types. Anyone with Xero access (excl read only) can go and adjust the bank account manually entered on the invoices sent to customers.
It would be great to have this locked the same way bank account admin is for supplier payments.
10 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.
30 votes -
Tracking categories for bank accounts
i need tracking categories for bank accounts - my client has three different branches within the organisation and all have their own bank account. i have managed to create tracking categories for income and expenses but Xero hasnt provided the function for bank accounts. So when drawing the Financials the bank accounts dont reflect with each relevant branch. Is there a way that this function could be created/considered or has anyone have any recommendations on how to bypass this problem?
10 votesAppreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
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User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
9 votes -
Notification | Email to bills - Send Failed upload email back to user who sent
It would be good if ''xero bills'' would send a failed upload notification message back to the email that it was sent from if the upload had failed. This would mean that you would know what upload had failed and issue that caused it to fail.
2 votes -
Financial Settings - Tick / Untick for defined lock periods
Can i request for lock period for specify period such as
Tick Lock./ untick lockJan23 /
Feb23. /
Mar23
Apr23. /
May23. /
OnwardjExisting lock practise lock until mar23.
If i want to do amendment on feb23, i need to unlock mar23 and feb23, then i can do amendment on feb23.2 votes -
User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
20 votes -
Branding - Option to remove organisation Name and Address from standard invoice template
Standard invoice template should allow users to remove company name and or address within the tick box options - so that those printing on headed paper (containing pre printed logo and name and address of co) can adapt standard invoice easily and don't require advanced work of docx custom invoice to achieve name and address removal
2 votes -
Organisation settings - Ability to set colour of screen and fonts of display.
I would love to be able to adjust background colors and font colors. I find working for several hours in Xero leaves me with eye fatigue and headaches.
22 votes -
Projects: create different teams
In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.
5 votesHi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
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User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
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.
25 votes -
Reports - Set a default comparison period on reports
I use the P&L report (a custom one) a lot and regularly compare the current period I'm analysing to the same period the previous year. I have set this as the default in my custom report.
However, it's frustrating that as soon as you change the date you're analysing, Xero changes the comparison period back to the previous month or previous quarter etc. I want it to stick to my default of the equivalent period the previous year but I'm told this is not currently possible by Xero support so here I am!
The only way to resolve this is…
1 vote -
Lock Dates - Allow standard users to set lock dates
I would like clients who prepare their own BAS to be able to lock periods - as this is good practice for obvious reasons. Currently if they are a Standard user they are not able to access this area to lock periods. If I make them an Advisor they have access to unlocking prior years and make changes (been there done that - never again).
Please have the option to give standard users the ability to lock periods (i.e. the first lock period date, but not the second date), or provide a solution to address the above issue.1 vote -
User Role | Invoice Only Users: Ability to remove and amend invoice amounts
Hi Xero.
Currently, User's with Invoice Only Access can only approve invoices and bills. However they are unable to remove a payment (or part thereof) from an invoice.
This is a problem if the User accepts a payment, then realises that there is an error on the invoice, as they are then unable to remove the amount and fix the invoice.
It would be great if these User's could have this ability without having access to the business bank accounts5 votes
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