12 results found
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Accessibility - Allow files in the inbox to be renamed without requiring a mouse
If you aren't using a mouse, files in the inbox can only be acted upon by using the checkbox and then tabbing to the buttons at the top of the inbox. You can open the kebab button to the right, but then you can't action any of the options on the pop up menu using spacebar or enter, which are the usual button-press keys.
It takes infinite button presses to go from the top of the screen to a file halfway down and then all the way up to the top to action it, but eventually you get there. So…
1 voteHey Freya, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We have recently made some changes to the Files pages, and this includes support for keyboard only interactions for the kebab menu 🎉
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User roles - Add invoices, but not view the main dashboard
Staff to be able to create invoices and not see dashboard!
1 voteHi Andrea, it sounds like you'd be able to use the Invoice only user role. With this role, the information shown on the dashboard is limited by the level of additional permissions you provide them with.
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Xero Blue | Global Search - Search Contacts by address
Ability to search contacts by address and phone number.
Purpose: To have more options for users to search their contacts in Xero.
85 votesHey community,
Just following on from our last update, this is being rolled out - you'll have it now or in the next few days!
You can now use the global search function to find contacts by Address line 1 - 4 as well as Postcode/Zip code. I’ve attached a screenshot so you can see it action
Thanks again for all the comments and feedback around this idea, for more on this change, check out our Xero Central support article.
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Lock Dates - Ability for Advisor users to override
Please can we have the product enhancement for the LOCKED DATES, whereby the Advisor role can LOCK THE DATES to stop other employees/departments posting entries, but the Advisor can OVERIDE the lock dates to post month end/year end journals.
This is critical !!3 votesHi there
There are two Lock Date settings in the Financial Settings screen; one for all users except advisers, and one for all users.
To do this, you could leave the 'all users' date blank, and set a relevant lock date for 'all users except advisers'.
This would allow Adviser users to bypass the Lock Date, while still leaving this restriction in place for other users.
Alternatively, you might leave the 'all users' setting in place to prevent Advisers unknowingly making an change prior to the Lock Date.
If the Adviser does need to override this, they could temporarily delete this date, or move it forwards.
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Audit Trail for Financial Settings page
It would be great to have an Audit Trail on the Financial Settings page, similar to the new Audit Trail for payroll.
5 votesHey community - we're delivering this idea 🎉
The Financial Settings screen now has History & Notes. Changes you make will now appear on the History & Notes table below, and also the History & Notes screen (advisers only).
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Invoice reminders - Set for 14 days after due
An option to turn ALL active reminders off/on for if you are planning to go away for a week or so.
The invoice reminders currently automatically send 7 days after due, which is too early.
Many of our clients pay within the 7 days after due and if I haven't had time to reconcile the payment within that time they will get a reminder.
Please let us be able to adjust when we would like to send reminders such as 14 days or a month or manual option.3 votesHi team, appreciate the default settings aren't suitable for all and it is possible to Edit an Invoice Reminder and enter the number of days before or after the invoice is due that you want the reminder sent at - See our help article here🙂
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Branding - Merge field for Credit Terms on Custom DOCX Statements
To allow for the statements in the docx set up to have a field for terms. The due date whilst it prints on the statement it is helpful to the client to see their terms
3 votesHi all, not having any response since my last update we're going to move this idea to delivered. If terms are generally the same you could use Advanced branding and add your payment terms to the docx template as static text so this would be included when sending statements to your customers with that branding applied.
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Dashboard - Ability to add quick access to reports
It would be great to be able to add custom reports, such as Profit & Loss and Balance Sheet, to the Tax and reporting tab on the Dashboard
2 votesHi Beth, it is already possible to favourite custom reports in Xero.
This'll make the selection of the report available from the 'Accounting' tab in the blue navigation - see more here and in my image below.
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User Permission - Books Closing Date Restriction
The ability to set a closing books date so that no entries in a prior period closed date can be changed without an administrative password or an approval process chain of more than one approver.
3 votesHi community, this is possible via the use of Lock Dates in the organisations Financial Settings.
You have two optional date settings:
- One date that applies to all users except Advisers
- A date that applies to All users, including Advisers
These prevent the relevant users from adding or making changes before these dates.
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Community - Restore datestamps on idea posts
Ability to view date stamps against a post in the community forum.
Purpose: The lack of date stamps creates difficulty when you're looking for help/info and you can't feel confident that the information is current.
1 voteHello and welcome everyone! Xero Product Ideas (formerly Feature Request) has a fresh new look and updated features and we really encourage you to keep sharing your thoughts, feedback and ideas with us on this new site.
Along with a larger range of topics to share ideas on, publishing dates of ideas/comments are visible, and you have a new unlimited voting system, If you need more guidance on how to navigate and use the site, have a look at our article here 🙂.
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Multi-factor authentication (MFA) - Enforce for all users
Need the option to be able to force all users to use 2FA.
Security is only as strong as its weakest link.
2 votesHi everyone. Multi-factor authentication has now been rolled out across the globe and this is now a requirement for all Xero users.
We have a hub of resources available to help everyone get set up and accustomed to the change - Please feel free to share these with your clients and employees. (Sept 21) -
Increase limits of the Starter Pricing Plan
I find this very frustrating that you have put a limit of 20 transactions per month on the basic membership. I don't really need all the features of the upgraded membership and would prefer at minimum 30 transactions per month. At least a transaction per day.
Would be over the moon if you increased the 20 transaction minimum or got rid of it all together. That would be perfect. Seriously considering moving to MYOB in the cloud.
1 voteHi everyone, I want you to know that the conversation has definitely been a topic of interest internally, and your feedback has been taken seriously on how we can improve the Starter plan.
Many of you may have heard the news that we’ve revitalised the Starter plan 🙂 - As of 14 September 2020, existing and new Xero users can benefit from added flexibility in the Starter plan.
First and foremost, one vital change that I’m sure you’ll be enthused, is that we’ve removed the limit on bank reconciliations! That means no more counting how many transactions you or your client’s reconciled 😌
We’ve also increased the invoice limit to 20 from 5. That means you’ll have almost one every business day.
All other inclusions remain the same, so you’ll still have 5 bills and you’ll even continue to have the use of Hubdoc to capture bills & receipts.
See…
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