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153 results found
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Lock dates - Multiple Lock dates that are not linked to each other
Lock Dates - Multiple Lock Dates.
Currently there are two options: "Stop all users (except advisers) making changes on and before" and "Stop all users making changes on and before".
It would be great to have an option where two dates can be entered without one overriding the other.Here is my issue:
I have been trying to put lock dates for different purposes.
i.e. I want to stop ALL users (including advisors) from making changes on or before 31 March 2022, but I also want all users EXCEPT advisors to not make changes on or…3 votes -
Navigation - Ability to customise menus
New Xero ribbon - can it be amended?
Too much! There are things I don't use or need day to day. "Dashboard" became "home". Ok not great, but okay.
The the "+" icon on the ribbon gives me the shortcut to anything.
Xero has just gone and cluttered it up with stuff I don't need day to day. Like "Payroll" and "Reporting". Anyone else agree/disagree? How can it be amended from the users pov?3 votesAppreciate your feedback, and it's good to understand our different users needs when moving across Xero. Its good to hear that the '+' icon helps you get to most places you need.
I want to assure you we did a lot of user research and testing of the new navigation to ensure it would suit the needs of majority of businesses.
We'd like to continue to get a sense of the interest from your idea but want to be upfront that this isn't something we have plans of enabling any time in the near future.
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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 -
Invoice Overview - Able to chose default tab it opens up on (Awaiting Payment)
Invoices - Awaiting payment
When clicking on invoices, it would be helpful to be able to select a default invoices tab I would like to land on. This feature is available for Bills and the user is able to select the 'Awaiting payment' tab as a default.
In the interest of having easy access and a quick view on which customers have not paid, it would be beneficial to introduce this feature.1 voteHey everyone 👋,
Thanks for your feedback and for sharing your thoughts on this idea ✨. We'd like to clear up some confusion. If you navigate through the main menu, the Invoices or Bills pages always default to the All tab, but clicking Invoices owed to you or Bills you need to pay from the dashboard takes you directly to the Awaiting Payment tab. As noted by others in this thread, one option for now is to bookmark the Awaiting Payment tab directly from your browser. Our product teams are continuously reviewing all the feedback on the Xero Product Ideas portal. While we can't make any promises about if or when this idea will be developed, your votes and comments are essential for helping us understand what's most important to you. We'll be sure to post another update if there are any changes to the status of this idea. In…
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Projects - Allow limited-access users to add expenses
we are currently setting up our company so that all employees use projects to keep track of time entries.
however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?3 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We also noticed that your original idea contained two suggestions. We've split these up so that each idea can gain support individually. You can view updates for the other idea here: Projects - Allow assigning employee groups to projects.
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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 -
Branding - Option to remove organisation Name and Address from standard invoice template
Standard invoice template should allow users to remove company name and or address within the tick box options - so that those printing on headed paper (containing pre printed logo and name and address of co) can adapt standard invoice easily and don't require advanced work of docx custom invoice to achieve name and address removal
2 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 -
I need my employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a projec
For Projects, we need our employees to be able to log their time AND expenses, but not see the expenses of other users and invoices associated with a project. Limited role doesn't allow to log expenses. Standard role shows others' expenses and invoices. We need a new role or a checkbox "See only own expenses" in the Standard role.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses
Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.
1 voteYou can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.
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Read Only - Allow viewing imported bank statement
Read Only - Allow viewing imported bank statement
Have it so Read Only users can view imported bank statement, I don't know why this isn't already a thing....
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Cyber Essentials
As an organisation we want to sign up to cyber essentials. It will reduce our insurance liabilities as well as provide us with greater digital security. Currently Xero does not mandate the use of MFA authentication. I would like it to. Primarily for active users but ultimately for staff accessing payslips only as well.
1 voteHi Gavin, multi factor authentication is now mandated globally for Xero customers. We have a bit of information on this that you can read on our blog post, as well as additional information about using MFA on our website.
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New Xero Fonts - Feedback
NEW DISPLAY FONTS - CAN'T STAND THEM.
Xero has changed all the display fonts and this is a major change to how everything looks and reads. Xero should ask users if they want the legacy fonts and display or the new one. Fonts and display make a massive difference and Xero should not underestimate how much difference they make to customer's lives. This is much harder for me to read and for me a significant degrade in how i see the product
1 voteSorry to hear you don't like the font changes with the new navigation, Nick. I have shared this back to our product team.
I want to assure you that the teams did a lot of testing and research of the navigation changes to ensure the experience would suit majority of users. While I will move your post here to Feedback, if there are specific changes that you feel could improve the font for you please start a new idea and we can get a sense of the interest in this build throughout the community here. Thanks
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