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  1. 1 vote

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  2. 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

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  3. 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 vote

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  4. Option to turn off error messages and pop up notifications for the entire organisation.

    4 votes

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  5. As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'

    1 vote

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  6. I would like to be able to go straight to Dashboard please!

    3 votes

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  7. 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

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  8. 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 votes

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    We 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.

  9. I would like to give the ability to add tracking category to a user that is Invoice only with Approve and Pay permissions

    11 votes

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  10. Please see attached doc re keeping some of old xero features in new xero

    1 vote

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    Thanks 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…

  11. Allow users with "Cashbook Client" level permissions to access the 1099 Report

    4 votes

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  12. 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 closed

    6 votes

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  13. 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=newInvoicingGetLinkButton

    And I want them to look like this:
    https://in.xero.com/XXXXXXXXXX

    They 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

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  14. 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

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  15. 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

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  16. Please can you set up an upload template for tracking categories

    93 votes

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  17. 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

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  18. 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

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  19. It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.

    309 votes

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    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

  20. A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.

    1 vote

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