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268 results found

  1. There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.

    4 votes

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  2. 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

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  3. 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

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  4. 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

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

    7 votes

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  6. Being able to remove or delete staff in Project Timesheet

    2 votes

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  7. 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

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    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.

  8. 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

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  9. 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

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  10. Most of our clients (and I imagine many small businesses in the U.S.) use a hybrid reporting basis. Basically, short term assets and liabilities are recorded using the cash basis while long term assets and liabilities are recorded using the accrual basis.
    Therefore, for example, this will result in sales being recorded when cash received but depreciation and amortization expense are recorded monthly. This method of reporting also results in the accounting basis being more similar to tax basis.

    Xero actually has a webpage describing this (https://www.xero.com/us/guides/cash-vs-accrual-accounting) but states "And if you run a hybrid accounting system, smart…

    7 votes

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  11. Show the email subject line in Xero files.

    It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.

    6 votes

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    Hi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files. 

  12. Hi,

    I would like if Xero can provide an invoice user view only to look at the overdue invoices.

    This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.

    We do not need to let him see previous invoices or give him access to create new invoices.
    Just a view with pending invoices payments for sent invoices

    2 votes

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  13. As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.

    Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
    Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…

    5 votes

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  14. DOCX - Add merge fields for the organisation's Phone number and Email Address in all templates

    4 votes

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  15. If the Total Tax amount per invoice was available for statements, then the Statement could be used as a periodic Tax Invoice.

    6 votes

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  16. 1) Limit which users can use this payment system (for security reasons)
    2) Limit how much they can pay out at any one time (for security reasons)

    2 votes

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    Hi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.

    Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

  17. Implementing touch ID/Face ID verification for users to log into Xero.

    Purpose: Users can have more variety on how to log in.

    7 votes

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    Hi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.

  18. Separate field between office address and postal & physical address.

    Purpose: To make the administration process and setting up organisation details in Xero easier.

    34 votes

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  19. Ability to keep the files attached when users’ they’ve copied it into Bills.

    Purpose: To save users’ time from having to manually send the file attachment separately.

    25 votes

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  20. To make users that have Purchase only access to be able to have Age analysis permission as well.

    Purpose: To have more flexibility for giving other staff access to other parts of Xero.

    8 votes

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