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258 results found

  1. User Role: Ability to only create drafts + view reports

    Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?

    This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.

    View reports can help the initiator to check the effect of the transaction after approval.

    We are looking for your kind consideration.

    Thank you

    5 votes
    submitted  ·  1 comment  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  2. Xero Files | Report: Ability to see user access

    Ability to identify which Xero files staff members who leave the firm have direct access to the client Xero file as opposed to being granted access from a firm level. This way, before you delete the user from Xero HQ/Blue you can check to see if any clients need to be contacted to update to invite the firm rather than a specific employee.

    5 votes
    submitted  ·  1 comment  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  3. Tracking - Ability to search Category & Options

    To be able to search the Tracking Categories on the set up page. Also to have a duplicate warning would be very helpful.

    This search function would stop a Tracking number/ name, being entered twice. The list for us is very long!

    2 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  4. NZ Tax - Ability to have bounce back email when email address is invalid

    When sending tax payment letters out via email it would be great to get an email if the address used is invalid. Like a bounce-back when you send an email from your usual email program. At the moment you have no idea if the client received the tax payment letter at all.

    8 votes
    submitted  ·  2 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  5. Xero Accounting app - Invite users in an organisation directly from the Xero App

    Enable to invite a user into an organisation via the Xero App interface.

    8 votes
    0 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  6. Find & recode - Export or Print

    How I can print (find and recode ) or a journal as PDF or Excel?

    11 votes
    3 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  7. User Roles - Ability to assign default tracking options per user

    Right now it’s not possible to have users automatically assigned to tracking categories.

    We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.

    Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…

    2 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  8. Organisation settings - Invite other users to demo company

    Being able to invite users to the demo company so that we can see how the system we are setting up works.

    10 votes
    submitted  ·  2 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  9. Client Details - Hide Blank or Unnecessary field in XPM Client data

    Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.

    2 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  10. User Access: Lock Dates - Specify User Access

    Ability to specify which user has access to the lock dates.

    Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.

    69 votes
    submitted  ·  11 comments  ·  Settings & user roles  ·  Admin →
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  11. Xero Accounting app | iOS - Give IO + draft users ability to create purchase orders

    Please provide invoice only + draft users with the ability to create purchase orders from the mobile app

    4 votes
    0 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising this, Amy. 

    I've done some testing to check around this and can confirm - While not currently available for iOS devices when using the Xero Accounting app, this is possible on and Android device with the mobile app, or when using Xero on a desktop.

    There are some complexities adding to iOS and with a very little usage from IO users there are no plans at present to develop this there. However, it'd be good to get a better sense of the interest, and we'll start to track this through the idea, here. 🙂

  12. User Roles - Invoice Only: Ability to see balances of supplier accounts

    An employee is in charge of paying our foreign supplier accounts. So we gave him the role "Invoice only (Approve and Pay). Unfortunately, he is not able to see a full statement of the supplier account with all invoices, credit notes and payments made so he does not know how much is owed. He is also unable to enter payments against a supplier without an invoice already existing in Xero, which is an issue when making payments to suppliers who require payment in advance. We cannot grant him full access to see bank details because if we did he would…

    5 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  13. User Role | Permissions - Allow Invoice Only users to connect apps

    Change the permissions required to connect apps, most importantly the Pipedrive app. Since currently Pipedrive users (sales people) are required to have full access to Xero in order to connect and use the integration. We can't give our sales team full access to our accounts due to sensitive transaction details and salaries contained in Xero as you would expect.

    4 votes
    submitted  ·  1 comment  ·  Settings & user roles  ·  Admin →
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  14. Lock Dates - Add a Dashboard link for Advisor users

    Lock dates should be on main dashboard for Advisors. The setting is buried three layers deep when it needs to be preferable on the main dashboard taskbar. It is very annoying when there you have a client with Advisor privileges who also likes to make backdated changes. Either the lock date option should on main dashboard or allow journals to be outside of the lock.

    5 votes
    0 comments  ·  Settings & user roles  ·  Admin →
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  15. Shopify Integration - BNLP providers (such as AfterPay)

    Better integration with Shopify including BNPL providers like AfterPay including syncing across their fees.

    7 votes
    1 comment  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  16. Projects: Remove staff from project

    Being able to remove or delete staff in Project Timesheet

    2 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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  17. Email Templates - Consistency in placeholders with invoice templates (e.g Expiry date)

    I have just spend over an hour trying to add the 'Expiry Date' to my Quote emails.

    I attempted so many ways of adding [Expiry date] as is written on the quote in Xero; however, it just wouldn't work. I found other suggestions that did not work, until FINALLY I found that you have to add this field in your email template as [Expiry].

    Now... when all of the other fields are listed in the template, exactly as they show up in Xero; why would you not have the Expiry date the same????

    Please have this amended so that there…

    1 vote
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?

  18. 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.

    11 votes
    3 comments  ·  Settings & user roles  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.

    We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.

  19. Organisation settings - Ability to select landing page after login

    Ability to select your own landing page after login.

    Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?

    I would love to able to choose which page I see when logging in.

    5 votes
    submitted  ·  2 comments  ·  Settings & user roles  ·  Admin →
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  20. Login - Option to set login preference

    Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.

    4 votes
    submitted  ·  0 comments  ·  Settings & user roles  ·  Admin →
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