263 results found
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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
6 votes -
Notifications - Screen to maintain settings for notifications
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
3 votes -
User Roles - Full remittance advice access for Invoice Only Approve and Pay user
For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.
12 votes -
Login - Single Sign-on (SSO) across Xero Products
Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.
37 votes -
Email templates - Ability to format date placeholders
Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.
Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.
Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.
Ideal Outcome: The due date would…
28 votes -
Invoice Template - Associate files to a specific template that are included with invoice raised
Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template
2 votes -
Dashboard - Add custom shortcuts as required
It would be helpful to be able to add shortcut icons on the dashboard for all of the things you use every day instead of having to go through the dropdown menus. (similar to the way the old quickbooks used).
For example, have a way to put an "invoice" icon on the dashboard. Or add "spend money" on the dashboard. Basically have a way to add whatever shortcut icons you want as every business is different.
12 votesHi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
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Xero website - Bulletin board for posting businesses for sale
Xero now has a vast database of businesses many of which are profitable, and many of which are probably less so. At any rate, it has access many savvy business individuals who have capital willing to invest within and outside of their boarders. Perhaps it could create a meeting place for willing buyers and sellers of businesses. I for one am ready to retire. My business is marginal but has opportunities for someone who wants to get into my domestic market.
1 voteVery interesting idea, Myles. It's not something that exists atm, but I've shared back with our team that manage our website. We'll keep an eye on the interest from others in this here and let you know if there's any updates to share.
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Email templates - Remove the organisation name
As you’ve found, right now it’s not possible to only show the organisations logo or to remove the organisation name from the email. This would help in customizing what is shown to recipients/clients.
The best way to get your voice heard is by adding your thoughts to our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the Xero Product Ideas page where you can view and support current ideas or create a new one to share your thoughts.
7 votesHi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation.
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Specified Access for individual users within the Accounting module
We would like to suggest that you enable clients to be able to provide our individual users with specified access to certain functions/reports in the Accounting module.
2 votes -
1 vote
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Xero Files - Ability for Read Only users to access Xero Files
We would like our auditors / account reviewers to have Read Only access to our accounts in Xero however this does not enable them to view Xero Files, which is where we save our bank statements, etc.
Currently we need to give them Standard Access so that they can have access to the documents in Files, however this also gives them the ability to change the accounts as well.
We would like to suggest the Xero files be added to users with Read Only access.
Thanks,
Maria23 votes -
Hubdoc menu
I just started using this program and the ability to close the left-hand menus is needed, at minimum the ability to adjust the column width.
When the "Folders" and "Docs" menus are both open constantly with no way of adjusting them, I lose almost 1/2 the screen.
The webpage is basically broken up into 4 columns, yet there is no way to adjust any of them for a better user experience or easy viewing of documents. Currently it is impossible to view all of the information needed for individual docs without moving the document around a bunch. It's a very…
1 vote -
Date Fields - Hotkey shortcuts on all Forms
Similar to QB, in the date field, use hot keys to move quickly without all the clicks.
Use the "+" to go up one day at a time, the "-" key to go down one date at a time.
Use "w" to go to the beginning of the current WeeK and "k" to go to the end of the current week.
Use "m" to go to the beginning of the current MontH, and "h" to go to the end of the current month.
Use "y" to go to the beginning of the current YeaR, and use "r" to go to…1 voteHi Terry, not exactly the same shortcuts as you've mentioned here, however there are date entry shortcuts that you can use in many places throughout Xero. You can see all of the different options in our Xero Central article. Is there a particular place you're wanting to use these shortcuts where they aren't currently applied?
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User Roles - Select which reports a user can access
It would be useful if a feature was added so that when granting access to users you can choose which reports they have access to. At the moment, in order to give any member of a business access to see any report they may need or find useful they will also have access to view far more intrusive reports like full Profit & Loss reports and Balance Sheets. A current situation we are trying to deal with is that our client would like one of their managers to provide them with estimated figures for specific expenses in order for them…
2 votes -
Navigation - Add "new expense claim" to 'Create new' drop down
As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'
1 vote -
Log on - Go straight to Dashboard
I would like to be able to go straight to Dashboard please!
3 votesHi Milla, you can set up whether you're taken straight to the last organisation you logged into or if you're taken to your My Xero homepage. Or is it something a bit different you're referring to here?
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Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
3 votes -
UK Payroll - Improving User Experience for Closing Payroll Schemes
When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
Your step-by-step explanation was helpful, but some adjustments could enhance user experience.1 vote
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