273 results found
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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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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.2 votes -
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,
Maria24 votes -
1 vote
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Hubdoc - More control of 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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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.
4 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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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
12 votes -
Permissions - 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 -
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.
152 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.
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New invoicing | History - Change the display to show all detail together
Please see attached doc re keeping some of old xero features in new xero
1 voteThanks for your feedback as well as sharing screenshots to show the differences and what would help you when using new invoicing.
Taking a look across these, the first around using a draft invoice as a template with only text in the description - this is currently possible, but may depend on how you are entering the information in your invoices. I'd recommend having a read of my update on this idea and joining if you'd like to receive updates.
We appreciate different users have different preferences to how they consume information and we'll track the interest in the layout of detail in History through your idea here. I've slightly changed the title of your idea, here. However just reflecting on your examples - all the information for the approved action as shown in your 'old xero' image, is the same detail as shown in the second note of your…
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Permissions | Cashbook Client - access 1099 report
Allow users with "Cashbook Client" level permissions to access the 1099 Report
4 votes -
Lock dates - Flexibility in setting period and accounts applied to
we have specific cut offs for certain aspects of our EOM so more options for locking periods in certain categories would be so beneficial.
lock revenue for a specific period once reviewed
lock a payroll period once closed for EOM
lock expenses or AP once closed6 votes -
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 -
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 -
User role - Read Only access to reports only
To be able to add restrictions to the Read Only permission for users so that bank account details are not available but allow users to only have access to reporting, income/expenditure transactions etc.
54 votes -
Tracking - Ability to import categories
Please can you set up an upload template for tracking categories
93 votes
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