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  1. Being able to access supplier invoices using the link in the email. Currently we can only access the invoice related to the email. When trying to view other outstanding invoices, I get the message that I don't have permission to view that page and to have my access upgraded even though I have full access (bar subscriber). It would be great to be able to, as a bookkeeper, access other outstanding invoices. A lot of clients will use the link, see that they can access the other invoices, and not see an issue.

    3 votes

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  2. Hi Community,

    In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.

    3 votes

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  3. we are currently setting up our company so that all employees use projects to keep track of time entries.

    however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?

    we have also assigned project managers standard user so they are able to keep track of projects,…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    Our Community team will soon review and respond to your idea.

    You can find out and stay updated with Xero releases on Xero Central.

  4. we are currently setting up our company so that all employees use projects to keep track of time entries.

    however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?

    we have also assigned project managers standard user so they are able to keep track of projects,…

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    Our Community team will soon review and respond to your idea.

    You can find out and stay updated with Xero releases on Xero Central.

  5. we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
    Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
    is there a way we can give them access, without upgrading their user role??

    1 vote

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    Our Community team will soon review and respond to your idea.

    You can find out and stay updated with Xero releases on Xero Central.

  6. We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up…

    7 votes

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  7. 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.

    55 votes

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  8. The option to view the product descriptions when in the Product and Services list should already be a feature.

    Many of our products have an abbreviated item name, with the description containing the expanded product information. Opening individual products to view the description takes a significant amount of time as we have over 1,500 items.

    It is also the product description, not the product item name, that appears on invoices to customers, so it only makes sense to be able to view the descriptions from the P&S list.

    2 votes

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  9. Our currency is changing from ANG (antillian guilder) to XVG (caribbean guilder) as 31 march 2025

    https://www.centralbank.cw/functions/banknotes-coins/caribbean-guilder

    2 votes

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  10. Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.

    2 votes

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  11. Cybersecurity - Phishing resistant MFA & logging of failed MFA.
    The Australian government publishes a set of 8 essential security measures. In order to progress beyond maturity level 1, platforms need to provide central logging of failed multifactor attempts and phishing resistant methods. Xero currently provides neither and can achieve this via SSO. Please add single sign on support with advice per https://www.cyber.gov.au/resources-business-and-government/maintaining-devices-and-systems/system-hardening-and-administration/system-hardening/implementing-multi-factor-authentication

    3 votes

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  12. It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.

    1 vote

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  13. 3 votes

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  14. Please add the ability to switch off the suggested reconciliation entries for individual users or for all users if easier. It is a setting that shows an OK button that looks a lot like the OK for rules and other matches, and it makes users trigger happy with the OK, which leads to reconciliation account coding errors.

    2 votes

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  15. 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.

    149 votes

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  16. Adjust time settings in Xero for accurate timestamp reporting during BST

    1 vote

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    Hi Candice, timestamps in your org are set by the timezone set in the organisation's financial settings. From your idea here, would you want to be setting this manually or based off another setting somewhere?

  17. Hi, It would be great to see customers who exceeded their credit limits on the dashboard. We push sales invoices from third-party app therefore we don't see alerts if someone has no credit limit left. If we could see a list on the dashboard we could act immediately. Thanks

    5 votes

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  18. 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…

    13 votes

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  19. Can you add a placeholder option for Overdue Invoices so that a statement can be sent out stating the amount that is currently overdue, not just the outstanding balance.

    1 vote

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  20. Move "jax" and the new "Apps" icons into the Company Drop Down on the right hand side so they don't clutter our tool bar and you can go in there and chose to activate them or not.
    Give us some choice please - I'm not loving having the search icon so far over now, as it has to make space for these 2, which I will not be using.
    p.s. I did sign up for the Beta of jax and the first answer was wrong...

    1 vote

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    Thanks for your feedback, Rachel. I've passed this onto our product team.

    We don't have any plans for changing the placement of the JAX icon atm, but it'll be good to get a sense from the community that also feel this way, here. We're keeping a close eye on feedback, and I'll let you know if there's any news to share with you here.

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