4574 results found
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Tracking - Not For Profit Tracking Categories for Statement of Activities
Ability to produce statements of activities that can specifically produce tracking categories for not for profit organisations.
Purpose: This will make a not for profit organisation can classify different types of income that they’ve received using these specific tracking categories.
8 votes -
User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
521 votesThanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
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Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
615 votesThanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for… -
Purchase Orders - Physical Address as default delivery address
Ability to make Physical address as default delivery address when creating Purchase orders.
Purpose: It’s saving users time rather than change the address manually.
72 votesHi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
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Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
44 votes -
Contacts - Allow duplicate contact names
Ability to have duplicate contact names in Xero.
Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.
161 votesHey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
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Sales Invoices - Pop-up reminder of notes
Ability to have a pop up reminder feature from the notes when creating a new invoice.
Purpose: This will make users’ easily identify if there’s any special note from their contacts in Xero, when they’re creating invoices for them.
62 votes -
Settings - Unique Reference Number for Transactions
Ability to add unique reference numbers to transactions so that user can search by the Xero reference number.
Purpose: Will be helpful in identifying which transaction belongs to the paper copy of the invoice in a client's records
22 votesHi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
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User Role - Restrict access to specific Tracking categories
Ability to restrict access to specific tracking categories for some users in Xero org.
Purpose: To help users hide the incoming and outgoing transactions from some users within the Xero org. Some organisations (e.g. not for profit) need this to protect the privacy of their donors and departments.
52 votes -
Reporting: Account Transactions Report - Show Files icon & number attached
Show files icon and number of documents attached within Account Transaction report.
Purpose: To easily search the attached document from the main account transaction report screen.
105 votes -
Fixed Assets - Ability to include additions to existing assets
Feature where users’ can include addition to existing assets.
Purpose: To save users’ time rather than having two create two different assets in Xero.
121 votes -
Login - Enable Windows Azure Active Directory Single Sign On
Ability to use Azure Active Directory for MFA.
Purpose: It makes Microsoft users easily log into Xero.
518 votesHi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
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Contacts - Warning if entering contact simliar to existing
Ability to have a notification when there’s a duplicate contact in Xero.
Purpose: To make users easily check contacts that have similar details.
55 votes -
Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
30 votes -
Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
208 votesThanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
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Sales Invoices- Flag as 'in dispute / query'
Ability to flag an invoice or bill when it’s in dispute or query.
Purpose: To ensure users do not pay an invoice/bill when it is currently 'under query/dispute' in error.
479 votes -
Inventory - Add default tracking options to items
Adding default tracking option for inventory items in Xero.
Purpose: To make users don't have to think about or forget to add the correct tracking.
79 votesAppreciate the interest in being able to set default tracking options against inventory items.
While this isn't possible at an item level atm, it might be useful to some here knowing that you can set default tracking for your contacts.
To be open we don't have any immediate plans for extending default tracking set up against items, however we'll keep a pulse on the interest here and if there are any plans made we'll be sure to let you know.
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Tracking - Ability to bulk add and delete tracking on invoices
Ability to bulk add and delete tracking options on invoices
Purpose: Ease of updating old invoices and purchases.
59 votesHi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
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Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
217 votes -
Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
142 votes
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