263 results found
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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.
50 votes -
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.
2 votes -
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-authentication2 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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would be great if can we separate the email by , or ; ... instead of copy the email address 1 by1 and press enter to insert a new email. i
would be great if can we separate the email by , or ; ... instead of copy the email address 1 by1 and press enter to insert a new email. its wasting a lot of time. as we can just copy a bunch of email and paste to cc column
eg: xx@gmail.com, bb@gmail.com, dd@gmail.com
as i have tried to do it, but it just didnt work (attached with screenshot)also please allow us to input cc & bcc when we select a few inv for email
1 vote -
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.
1 vote -
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.
141 votes -
email template placeholder option
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 -
JAX - Ability to move icon
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 voteThanks 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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Add the ability for Managers to approve 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.
1 vote -
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.
2 votes -
History & Notes - Login - Timestamps for login history
Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management
18 votes -
Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
50 votes -
Notifications - Make audible alerts optional
Please make audible alerts to "messages", tips, etc optional.
I wear earphones and work across multiple devices and it is quite irritating to hear "bloop" when working across multiple tabs.We don't need more vapid sounds in our lives!
2 votes -
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
4 votes -
MFA | Role that can enable another user to reset multi factor authentication
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…
11 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.
1 vote -
Login - Move 'Trust device' option above Login button
Its a small change but something that bugs me as i do it at least once, sometimes twice, a day.
Currently the "trust this device" check box is below the login button. If logging in solely on a keyboard you have to enter 2fa code, tab twice and hit the space bar to check the trust this device box then shift tab to go back up to the login button. So the keystrokes are enter 2fa, tab, tab, space, shift tab, enter
If the check box was between the password and login button then it would be, enter 2fa code,…
3 votes -
Update to Hubdoc Upload Only User Permissions
Hubdoc User roles - it would be incredibly helpful if upload only users were able to view (not edit or add) tags from a common list. We have 17 staff who have company visa's I'm wanting to use Hubdoc for them to be able to upload their visa receipts & invoices instead of having them manually sent to me the following month for coding and entering.
I've set up the tags with the descriptions of the GL codes, however I've found that they are unable to view or use these tags without setting them up themselves. Having a communal list…
1 vote -
User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
4 votes
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