12 results found
-
Tracking - Increase the number of tracking categories
I have a real estate client who wants to track clientID and Postcode but also Agent name and property value range. I can only use 2 categories and so have had to make a number of Item codes for each agent 30+ codes per agent in order to do this. If we could have more than 2 tracking categories that would be great!
216 votesHi everyone, we appreciate all the interest in Tracking. As widely used as this feature is we have no plans at this point to develop and extend the current limitations of Tracking in Xero.
As some here may have explored - there are connected apps that may serve some of the needs of Tracking, as well as Xero Projects for those looking to monitor and record finite business projects or jobs.
If there's any change, we'll return here to update.
You're welcome to continue to share detail of how increasing options for tracking could benefit your business, however we want to be transparent in our position, so you can make the best decision as needed for your business.
-
User Role: More options for access rights
More granular level for user access rights
I have seen lots of ideas around this same topic but worded slightly differently.
Essentially, the access rights are far too high level causing users to have access to tasks and rights to delete, approve when they shouldn't
11 votesAppreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
-
Xero Settings - Add built-in spell check
All of a sudden it seems that spell checker doesn't work when typing an invoice, not putting in a comma or full stop highlights but not mis-spelled words. Has something changed? Maybe it should be automatic?
3 votesHey Kelly, Xero doesn't include a dedicated spell check feature.
It sounds like you've been using the one built-in in to your internet browser.
In this case, I'd reach out directly to their support for troubleshooting the spell check 😊
-
Xero Tax(UK) - Ability to change default tax code
Ability to change tax code
Not everyone has the default tax code, an option to edit the tax code.
2 votesThanks for the added feedback, James - Connecting with our Xero tax UK team on this I want to be upfront that there's no plans to develop for your idea here.
To explain the rationale here - As you'll understand, tax codes are used with the aim that people pay the correct tax on their employment income and do not underpay or overpay, so that a tax return or repayment claim forms do not need to be completed.
Tax codes are only used against PAYE sources. The actual personal allowance is to be used in the self assessment calculations.
- Personal allowance is reduced in the calculation if someone earns above £100k or they transfer their marriage allowance.
- If a person receives the marriage allowance, then this is provided as a tax reducer at the bottom of the calculation as per legislation.
Allowing Personal Allowance to be set based on tax…
-
Demo - Ability to wipe all data
Demo Mode - Option to "Blank Slate" all the prebuilt settings, to save settings and to upload settings.
2 votesHi team, while we don't have intentions of providing the ability to blank slate the demo company in Xero, you can start a new trial organisation to start fresh. The demo company itself will reset every 28 days or, you can reset and wipe any change you've made while testing anytime.
-
User Roles | Individual permissions to use Pay with Wise
1) Limit which users can use this payment system (for security reasons)
2) Limit how much they can pay out at any one time (for security reasons)2 votesHi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
-
Organisation settings - Dark mode
Ability to change darker backgrounds in Xero.
Purpose: White text against a Dark Background, is easier to see for the eyes.
355 votesHi all, appreciate the interest in this idea and its importance to help reduce eye strain and headaches for improved user comfort, especially during extended usage.
We understand that this has been a longstanding request, and we genuinely appreciate your patience and dedication to making Xero an even better platform for all.
While this may be a function we look to explore in the long-term, we want to be upfront that this is not something we'll be developing in the near term due to the complexities involved and the need to prioritise other impactful updates. We know that this may be disappointing but hope that this provides some clarity.
In the meantime, as some users have mentioned you may be able to use a third-party app like Google's High Contrast, which allows you to change the colour on your screen to make it easier to read.
-
Files - Ability to upload any type of file to the library
To make the user able to upload any type of file into the library in Xero.
Purpose: To have more variety of file types that can be uploaded into Xero.
7 votesHi everyone, there’s already a pretty wide range of accepted file types available for upload, listed here. Allowing any file type to be uploaded is not best practice from a security perspective, so we need to manage the file types available. For example, the XML file type can be used to perform a variety of attacks that we want to avoid to protect our customer’s data. For that reason we don’t have any plans to make the XML file type available. If there are other specific file types that you want to see, feel free to start a new idea per file type so we can gauge demand and assess associated risk.
-
SSO - Add SAML authentication support
Implementing SAML for authentication to allow businesses to manage the identities themselves such as businesses that connect their identity provider to LDAP
Purpose: Allow staff to login easier and depending on the identity provider setup securely.
37 votesHi everyone, we appreciate adding SAML authentication support to Xero is important to you all. But to be open, this is not on our team’s roadmap right now and we'll close the idea here to give clarity to anyone coming across.
As I see that some of you have mentioned Azure SSO, we have an idea for this that you can join in. Alternatively, if there's a different SSO provider that you'd like to integrate with, start a new idea.
-
Xero Mail - Send as @company-name.com not message-service@post.xero.com
Ability to make an email sent from Xero appear as @company-name.com instead of message-service@post.xero.com, when users send an email to their client/customer.
Purpose: To provide more validity when sending communications from Xero out to clients/customers and avoid items ending up in Spam/Junk mail.
156 votesHi everyone, thank you for your thoughts and feedback to the idea here. We understand the interest and rationale for why you’d like to be able to send from your own company address when sending items from Xero.
This capability is something our product teams have reviewed multiple times, however being transparent with you all the road to developing a feature of this kind is rather complex and requires extra steps outside of Xero for customers to enable, and possibly impact delivery and spam control through the process. For the time being, this is not something that we have planned to develop.
To confirm how this currently works, when you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set… -
Organisation settings - Backup / export copy of Xero file
Ability to export copies of the Xero org data.
Purpose: Because the ability to export the copy of the Xero file data makes the user more comfortable. In case there’s incident happens.
149 votesHi everyone, we appreciate wanting the ability to create your own back of your data. For individual use, we recommend creating your own backup by exporting the relevant data from Xero - There are many areas of Xero you can export data from and we have an article that details this more.
Protecting your data is important to us. We do daily backups of customer data to safeguard against data corruption and any hosting service failure. However, these backups aren't designed to be used by individual organisations to undo/reverse data changes performed by users in the organisation.
You can read more on Security at Xero on our website.
Being transparent, this isn't something we're looking to develop for individual use ourselves. If of importance to your business, we do have some official app partners who can fulfill this need and you can explore these through our Xero App… -
Offline/Online Syncing Xero Accounting Desktop Program?
I'm thinking along the lines of Dropbox. When you dont have internet connection and a file or folder is added, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud.
Im thinking of the same thing for Xero, if for some reason internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
What does everyone think?1 vote
- Don't see your idea?