276 results found
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Invoices - display autopay label to users who do not have standard/advisor roles
Current user role permissions require the Standard or Advisor role to use the auto pay feature for invoices. However, this role also reveals financial information that a sales rep should not have. Our sales reps, therefore, have Invoice Create/Edit capabilities. Within these capabilities, or perhaps as an optional toggle, I would like them to be able to set up auto pay and see if it is active so they can get it set up for clients as part of the closing process.
1 voteThanks Diane, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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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 -
NZ Payroll - Xero Me: Display Company Credit Card Balances for Employees
It can be a dashboard view on the app.
1 voteThanks, Merilda, for sharing your idea!
We've reviewed it, and it's now available for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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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.
4 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.
57 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 -
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.
3 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 -
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
23 votesHi 👋 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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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.
153 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…
15 votesHi 👋 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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Bank Reconciliation - Recording refund through bank reconciliation tab
Recording refund through bank reconciliation tab rather than doing a cash refund on the bill/invoice
55 votes -
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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Invite user: bulk-invite user to multiple organisations
i would like to add a user with same profile to a number of organisations at the same time rather than individually access each company in Xero
9 votes -
Login - Account Settings - Log in to - BUG FIX
Please fix the Account setting for the Log in to preference so that it works as advertised.
Currently the option to log in to "The organisation I was last in" does NOT work as advertised. It will log me in to a seeminly random organisation from the list of my organisations.
I believe that it is logging me into the "Last organisation that ANYONE was in"9 votesHi community, returning back to this idea and connecting with product we've found users in the same situation have often accessed Xero from a saved bookmark.
If you're still running into the same and have saved a bookmarked URL to access Xero we'd recommend removing this, and going to my.xero.com, or login.xero.com to login to Xero.
If the issue persists it's really best for our specialists at Xero Support to investigate further. You can reach them by raising a case through Xero Central.
With issues like this being best looked into with our support team directly we'll close this idea. Please feel free to respond to let others know if the method above helps. Thanks!
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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 -
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.
5 votes -
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 votesHi Shane, we're grateful for your engagement and for sharing this idea to improve the login experience.
We've reviewed your suggestion to move the 'Trust this device' option, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this change could improve their daily workflow in Xero.
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Check Style - Copy from one org to another
To be able to copy a check style created for one organization to another organization to keep the format so we don't need to format a new one all over again.
3 votes
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