273 results found
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Batch Payments - Option to lock bank account numbers
I would like to be able to choose to lock the Bank Account field in the Batch Payments screen where you can change/add bank account numbers. Making the user add the bank account number into the contact screen and the redo the batch payment so it draws that information from there - and any changes from here are notified to the Contact Bank Acc Admin.
2 votes -
Xero Login - Authenticate with Face ID on desktop
Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.
2 votesGreat to hear that you find the Face ID authentication on your app useful, David. This may be something we bring to the desktop over time but isn't in the plans just yet. We'll feel out the interest for this from the idea here and I'll keep you updated of there's any news to share.
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User Roles - Ability to filter and sort list by roles and permissions
As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.
It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.
5 votes -
Login - Ability to set a Password Expiry
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.
4 votes -
Oustanding supplier invoices
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 -
Expenses - User profiles need updating for more variables
Expenses - I want to be able to give an employee the ability to submit on another's behalf but not to be able to approve them or see everyone else's expenses e.g. Executive PA should only be able to submit her the Executive and not have the option to approve or see another employee's expenses.
1 voteThanks 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.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Bank accounts - Ability for Managers to approve updated bank account details for contacts.
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.
3 votes -
Custom Titles for Prepayments
Invoice Settings - Branding Themes - Prepayment title
Why can't we alter what shows on a prepayment? We have several customers who mistakenly pay us twice for invoices, this is made worse when we send them the prepayments (of the double payments) which say "Tax Invoice" suggesting this is money owing to us. Why can't we change the title to "Credit Note" or similar, so that our customers know that they've overpaid without us needing to manually contact each customer.
It should be a fairly easy fix, seeing that most types of invoices, quotes, drafts, etc have the ability to…1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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pdf security
Please enhance security for all PDFs produced by Xero to prevent editing and stop potential fraud and theft.
Xero should have a setting to password protect the PDF from editing, which the administrator can control.
This should be a default setting that can be changed.1 voteHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Cybersecurity - Phishing resistant MFA & logging of failed MFA attempts
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-authentication4 votes -
AU Payroll - Customise User Permissions
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 -
Branding - Links to Invoices from custom DOCX Statements
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 -
Products and Services - Add description column
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 -
Multicurrency - Change ANG to XVG
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 -
History & Notes - Give access to Standard user
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 voteThanks Guillaume that's good context to know. We don't have any immediate plans around this at present but we'll begin to track the appetite here and share if there's any plans made.
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Dashboard - View exceeded credit limit
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
6 votes -
Notifications - Ability to create custom notifications
CUSTOM STAFF / BUSINESS NOTIFICATIONS
This page states I can set up custom notifications in the business section under features and notifications but this is not available in my xero, only 'practice organizations' have these features.
I want to be able to set up notifications or reminders for my staff. For example to follow up a sent quote or other tasks.
Also, I think quotes should have the same reminder system as invoices as I think this will assist with getting quotes accepted.
3 votes -
Bank Reconciliation - Option to disable the "Suggest previous entries" feature for users
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 -
User Roles - Purchase order only access
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.
150 votes -
Financial Settings - Ability to adjust time settings
Adjust time settings in Xero for accurate timestamp reporting during BST
1 voteHi 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?
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