261 results found
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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.
158 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 -
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.
118 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 -
History & Notes | All activity - Include item for invoice Sent (Via email or E-Invoice)
The History and Notes in Advanced Settings does not include the action of Emailing (or Sending) an Invoice (or any other document), yet this action appears on the individual Invoice History.
11 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 -
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 -
Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave26 votes -
Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
126 votesHi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
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Navigation - Hide tool tips/help banners
Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?
Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.
They take a significant amount of space at the top of the screen so you actually have to X them out.
2 votes -
Xero Accounting app - Organisation Switching in "Share/Context" menu
Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.
I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.
2 votes -
Invoice Branding - Increase limit from 15 Custom DOCX themes
There is no reason to have a limit of 15 Custom DOCX Branding Themes (when those are needed to be used as RCTI). Organisations that issue RCTI do so for many clients so why limit it.
19 votes -
MFA - Allow setup of Multi-Factor Authentication on first Login
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…
2 votes -
Xero Me | Expenses - Remove Employee from 'Nothing to review'
It would be useful to be able to remove employees who are no longer working for the company from the Xero Expenses app. It's annoying having their names pop up under the "Nothing to review" section as it's easy to continue to file expenses under their name even though they no longer work for the company.
5 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
23 votes -
User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
5 votes -
Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
101 votes -
Branding - Enable SKIPIF function in advanced DOCX templates
Please enable the Microsoft Word function SKIPIF for use in docx invoice templates. Currently, we can use the "IF" function in customized invoices to skip item records according to its ItemCode, but as noted by another user in the Microsoft Office discussion, a blank row will still appear for records that meet the filter test. Read a detailed discussion of the issue here: https://answers.microsoft.com/en-us/msoffice/forum/all/microsoft-word-mergefield-code-to-skip-certain/3414ecba-e0c9-46aa-90bb-b5a205d25f5a?page=1
3 votes -
User Roles: Restrict access to manual journals
It would be useful if it were possible to restrict the posting of journal entries to specific users.
24 votesHi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
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