262 results found
-
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.
10 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?
-
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?
-
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 -
file library to dashboard
I would find it helpful to be able to add 'file library' to my dashboard. I have to upload receipts for on account purchases through the month in preparation for the end of month statement and it would speed things up to be able to open file library from dashboard
1 vote -
Organisation settings - Increase options and favourite companies in dropdown list
Xero Dashboard Company Toggle - Change Organizations:
Please add the ability to have more than 6 companies in the dropdown list. Possibly allow the user to choose how many companies they would like to be able to choose from. Also, it would be nice to be able to "Favorite" the companies you use most often and have them appear at the top of the list.6 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?
-
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 -
keeping some of old xero features in new xero
Please see attached doc re keeping some of old xero features in new xero
1 vote -
Lock dates - Ability to add password protection
Dear Xero product team,
Please could we have an option to Password protect Lock Dates.
Where certain user can only unlok Lock dates i.e. Accountants or Subscriber
At the moment anyone can unlock the Lock dates which defeats the purpose of the Lock Dates.
146 votesWe appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
-
Permissions | Cashbook Client - access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
4 votes -
Xero Expenses - Ability to populate with a contact's default tax rate
When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.
1 vote -
MFA - Set up additional options
It would be really helpful to have more MFA options active - to be able to have the option of authenticator, back up email and security questions all active at the same time.
1 vote -
Support for Alderney addresses
I would like to be able to update my company address in Alderney. I currently have an Alderney address in Xero but I am unable to update it as Xero is not currently supporting.
1 vote -
Invoicing - Remove UTM tracking parameter from online invoice links
At present when you create an invoice and then use the triple dot menu and "get Link" option you are presented with a overlay which gives you the Invoice link that you can give to the customer. But this link includes an extra querystring parameter utm_source - I want a setting that stops this being added to any links.
The links currently look like this:
https://in.xero.com/XXXXXXXXXX?utm_source=newInvoicingGetLinkButtonAnd I want them to look like this:
https://in.xero.com/XXXXXXXXXXThey are long and ugly looking with the UTM parameter and current I have to remove this manually from every link. I also think adding…
5 votes -
User Roles - Invoice only (Approve and Pay) to add Tracking categories
I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions
9 votes
- Don't see your idea?