239 results found
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User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…
74 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
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AU Payroll - Merge Xero Me Log Ins
As the HR admin and employee, it would be helpful to have just one Xero Me app login so I can view my personal payslips etc and approve staff leave/expenses...any idea when this may be an option?
1 vote -
User role - Option to restrict project user role access to total invoices or bills
URGENT - Please have a setting to allow XERO subscriber to not allow project user to see the total invoices and billings of the organization. We need XERO improve on this system to create one more layer that allow user STANDARD to
- create quotation, raise invoice and cannot see total organization billing BUT only what they raise and projects that they are involved in.
They will make your system even more powerful! Please review this seriously. Last thing we want is to change to another platform because of this flaw.
2 votes -
Settings - Set default for 'Show [x] items per page'
Can the items per page be made an updateable default on all tabs? i.e. remember my setting until I change it again. So, on the contacts page I'd like to select 200 per page and have Xero remember that preference until I change it again.
72 votes -
My Xero - Show company logo in drop down
You can upload your logo and it appears on your invoices. Great. But here is an easy win, replace the initials on the Menu drop down with the company logo too? It would just be a nice touch.
11 votes -
New invoicing - Make Pop up text clearer
The text in pop-ups such as the attachments pop-up on an invoice is very fuzzy compared to the text of the window it overlays. This badly needs to be fixed; I can barely read it - honestly, I thought I needed to get my glasses upgraded until I realised it was JUST the pop-up, and my eyes are automatically straining in a futile attempt to make the fuzzy text clearer which is giving me headaches and can trigger migraines.
To make it very clear the degree of the problem, I zoomed in, took a screenshot, and without changing the size…
1 vote -
New organisation setup - Global chart of accounts
If we are running multiple companies, can we not get option to have global chart of accounts, that all entities have to use / can select which entities the global chart of accounts apply to?
1 vote -
Navigation - Add support for Opera Browser
It is time to add support for alternative browsers than just the big 4. There are many privacy and security benefits with browsers like Opera, compared to say Chrome. And not so much tracking and privacy impacts.
2 votes -
Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
149 votes -
Navigation - Buttons at top to navigate between pages of a list
Having a ‘Back to top’, ‘Next’ and ‘Previous’ page link options at the top of the page as well.
Purpose: To save users time from having to scroll the page.
155 votes -
User role - Invoice only user to issue payment by cheques
Invoice Only : User role - I would like more options assigned to this role. So they can issue payments by cheque. Similar to an accounts payable role. Currently, this user cannot issue cheques, even though Xero states this user can pay bills.
2 votes -
Invoicing - DOCX merge field for Payment Currency on Paid invoices
When I send a paid invoice pdf to a customer I would like it to show the original currency and also the currency they paid in. I'd also like it to show the exchange rate of the payment, rather than the Xero calculated currency. At the moment this field isn't available in the docx merge fields.
3 votes -
Invoice Templates - Make a separated option for Quantity and Unit Price
Please could you allow the ability in Invoice settings for invoice templates, to show only the quantity and not the unit price. Separating these would allow to show how much of a material is used.
2 votes -
Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
117 votes -
Branding - Create custom templates using Apple Pages
The ability to use Apple Pages to create invoice and quote templates.
We, in common with countless other businesses worldwide use Apple computers, iPads and iPhones, as such we are disadvantaged as we are unable to create templates using any Apple software programs. Please address this for us as soon as possible so that we can make full use of Xero capabilities. This feature would no doubt make Xero more attractive to new Apple based users also.
2 votes -
DATA WAREHOUSING- AU
In Australia, if your company wants to offer training services for a recognized Qualification, like an Apprenticeship or Traineeship, and (in particular) claim the associated subsidies from the Government, then the RTO Company must be registered with the Government training/education department.
Under that system, the RTO company has a contract with the department, which stipulates in detail the matters that the RTO’s operation must comply with.
In Qld State, the contract requires that the RTO’s data be warehoused in Australia. A strict reading of the clause includes the financial data related to our Students, which is held in the RTO’s…
1 vote -
Xero Accounting app - Password Confirmation
The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.
2 votes -
Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
41 votes -
Permissions - Add Receipt option for Invoice Only user role
For users with Invoice Only access, they currently can only use the 'Receipt' option to add expenses via the mobile app, not via the desktop site version.
Would make sense to have the same options for same access regardless of what device is being used.1 vote -
Currency - Add USDC as a currency option
It would be nice if we could issue invoices in stablecoins, especially in USDC (the USD-backed ERC-20 token that can be redeemed 1:1 for US dollars).
1 vote
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