22 results found
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Invoice Editor - Registered Business Name in Footer
"Doing Business As" is an important aspect of doing business because it allows separation of business and organizational administration as well as important banking, tax and branding functions. Something as mundane as cashing a check at the bank can be done in the name of your registered brand or dba but not if the check is written out to an LLC or Inc. However, there doesn't seem to be a way to make this distinction officially in the Xero software. As an example, my company is X-Ray and Digital Services, LLC but I do business and all my branding is…
6 votesThanks for sharing this idea with us Joseph, we understand that having the registered business name and address in the footer of the invoice is something you would like see returned to the invoice settings options. This Ides is now open for others to vote and comment on so we can gauge interest from the wider community. I can see that you have raised this wiht our Support team and they have suggested using the DOCX invoice option, however you can also add the registered business name and address to the bottom left of the standard invoice by utilising the Payment Notes section as seen in the screenshot Below. Any updates to this idea will be posted here.
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Financial Settings - Hyper link to Lock Date from other areas
Lock Date Message - link directly to financial settings
Adding a hyperlink when you get the lock date error message to take you directly to the financial settings to update this instead of having to navigate there manually.8 votesThanks for bringing this to us Kory, we appreciate the time taken to let us know that having a hyperlink to the lock date section in the Financial Settings would be desirable. This Idea is now open for votes and comments from others in the community, so you can share this with friends and colleagues, this will allow us to gauge interest. We will post any updates here.
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Lock Date: ‘Unlock for Me Only’ Option for Accountants
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
48 votesAppreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .
We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.
We’ll update more here once we gain more traction.
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My Xero - Group client organisations on the organisations list
Bookkeepers and accountants often manage multiple clients, with each client having multiple Xero organisations (e.g. trading entity, trust, SMSF, property entity, or separate business divisions).
Currently, all Xero organisations are displayed in a single flat list within My Xero, making it difficult to quickly locate the correct organisation for a particular client.
Proposed Feature
Introduce the ability to create Client Groups (Folders) within My Xero that allow users to organise multiple Xero organisations under a single client.
4 votesAppreciate your suggestion here, Martha. We can understand how being able to organise your organisations into custom folders or groups on the My Xero page could make it easier to navigate when you're managing multiple entities.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. While we don't expect this feature to be on the roadmap anytime soon, we'd still like to gather feedback and better understand how customers would use it.
If you're an accounting or bookkeeping practice, similar organisation management features are already available in Xero Partner Hub, where you can organise and manage clients using tags and filters. If that's a better fit for your business, you may want to consider joining the Xero Partner programme to access these capabilities.
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Lock Dates - Add timed auto-locking feature for lock dates
Please add an option to temporarily unlock accounts. For example, a user could unlock them for five minutes, see a countdown, and have them automatically lock again when time ends. This would prevent users from forgetting to re-lock the accounts and reduce the risk of accidental changes.
(The unlock should apply only to that user, while all other users remain locked out.)3 votesHi Muhammad, thanks for starting this conversation. We understand the request for a temporary lock date unlock that automatically restores the lock after a set time. This could be a useful option for teams that occasionally need to make adjustments after a period has been closed.
I’ve updated the post to Gaining Support so we can continue tracking community feedback. If you have a preferred way for the timer or auto-lock to work, please share it below.
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Can you please enable ABN entering when creating a new contact in the invoices/bills screen
Can you please enable ABN entering when creating a new contact in the invoices/bills screen 'Update Contact details' box
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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View data when file cancelled
Ability to access a cancelled file to view the data only.
I don't need to process any transactions, but be able to view the client history for warranty information, etc. We are required to keep data for 7 years to be able to provide to the ATO, why can't we have read-only access for the file once it's finalised. One client has restructured, but still needs to be able to view the sales, and pay for a file he is getting no usage out of (even as a ledger).
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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Homepage - Have one consolidated homepage for Group of companies
Where you have a group of companies, it would be great if you could have a HomePage which consilidated the position across all Group companies. Forinstance if you had 3 subsidiaries under 1 topco, it would be great to see the cash balances, creditors and debtors of all 4 companies in one place.
8 votesHi Peter, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers!
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Quotes - Letters of Engagement
Attach engagement letters to quotes and collect electronic signatures
It would be helpful to attach an engagement letter when sending a quote to a new client in Xero, with the option for the client to electronically sign the letter as part of accepting the quote.
For accounting practices, accepting a quote and signing an engagement letter are both essential steps in onboarding a new client. Bringing these steps together would simplify the process for both the practice and the client.
Ideally, this feature would allow us to:
Attach an engagement letter to a quote and mark it as requiring a…
1 voteThanks for sharing your idea about sending engagement letters with quotes and collecting signatures in one flow 🌟 . We’ve opened this idea up to gauge interest from the Xero community.
If this would help your practice, please vote and share how you’d use it or what matters most to you—for example, tracking quote acceptance and signatures separately, or keeping a signed copy and audit trail with the client record. Your feedback will help us understand the community’s needs.
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Organisation settings - Ability to set calendar weeks to start Monday
To be able to globally set the entire Xero platform to week start on a Monday
6 votesHi Harvey, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your colleagues and friends who might find this feature useful. Cheers
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Jaxのテキストを送信をcommand+enterで送信にして欲しい
Subject: JAX sends incomplete messages when typing in Japanese (IME Enter key issue)
Summary
In the JAX chat panel, pressing Enter sends the message immediately. For users typing in Japanese, Chinese, or Korean, Enter is also used to confirm character conversion in the input method editor (IME). As a result, JAX sends my message the moment I confirm a word, often in the middle of a sentence.Steps to reproduce
Open JAX in Xero.
Switch the keyboard to a Japanese IME (macOS or Windows).
Type a sentence and press Enter to confirm the kana-to-kanji conversion.
The partial, unfinished text is…1 voteReally appreciate the detail and framing of your idea here, Shinsuke. I've shared your feedback with our team and will keep you updated of any news.
In the meantime, I'd recommend sharing your idea with any colleagues that would also find this useful, so they can vote on this too. 🙂
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History & Notes - Expand User access History, time tracking duration, and date filtering
Improve User History.
Allow History to show more than current number of entries (at least a month)
Even better - make it like reports where to can select option like Day/Month(s) etc
Also include the time of duration the user is in the account.This would allow owners to keep track of user's access account, including time duration for invoicing purposes. This would allow to go back to past accesses if there was any dispute etc regarding access.
1 voteThanks for sharing your feedback here. We appreciate the request for a more comprehensive way to review user activity across an organisation.
At present, History & Notes report can show recorded actions and timestamps, with the ability to search for specific date. However, this report does not show duration of when a user is active in Xero.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your organisation, add your vote and tell us what information or filters you’d expect from an improved User Access History view.
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Financial settings - Tax terminology to be driven by region e.g VAT v Tax
It would be good to have consistent terminology for VAT settings and drop down cells. System seems to flip between words tax and VAT.
1 voteThanks for sharing this feedback. We understand the request for VAT terminology to be used consistently across settings and dropdowns in regions where VAT is the relevant tax terminology.
A more consistent interface could make it easier to navigate tax settings and understand the fields being used during data entry.
I’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, add your vote and share your use case.
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Organisation Settings - Allow customisation of company name abbreviations (initials)
The 3 letters that are by the company name are automatically chosen by Xero, we should be allowed to change this to something relevant, for example, my company is called ACR Fabrications Ltd, common sense would dictate those 3 letters should be ACR yet xero has chosen AFL which is obviously the first letter of each part but that's not relevant to my company
7 votesHi Ashley, thanks for sharing your idea. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Central | Profile - Option to sync profile picture with Xero blue avatar or remove from Xero Central
Currently, you can't change your profile picture in Xero Central - which is bizarre, because you can change it in the "My Xero" profile.
Therefore, in the spirit of "one ledger", surely profile pictures entered manually in My Xero profile should sync your Xero Central profile.
1 voteThanks for sharing this suggestion, Hayley. We understand the request for more control over your profile picture in Xero Central, including the option to sync your Xero profile picture or remove it and return to the default avatar.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your experience, add your vote and let us know how you'd like your profile picture to work.
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Settings | Keyboard shortcuts - Ability to update shortcuts at user level
kindly introduce the option to edit the custom shortcut keys, according to the user's choice.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Find and Recode - Warning that highlights impact when recoding tax type
Find and Recode should not be able to change tax type without fair warnings in Sales Invoices.
This is a risky feature to be used without warning. I have noticed that it doesn't change the sales invoice, which it shouldn't. But surprise was it could change any invoices selected no matter if those were already issued/ paid/ closed etc.
1 voteAppreciate the added detail, Ankit. Understand how an extra warning and drawing attention to the impact a change could make may help some users.
I've slightly edited the title of your idea and we'll get a sense from the wider community here that'd find this helpful (feel free to share with your own client too!)
It's not something we have planned at present, but will update you here if any are made. 🙂
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Xero Central - Add change logs to Xero Central Support pages
Please include the date that support pages are updated and the version of Xero to which they are applicable.
Some of the support pages are out of date and do not relate to the current version of Xero.5 votesThanks for sharing your idea here Flynn and letting us know the changes that matter most for you.We understand the need to have a log of when changes were made to an article. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
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Xero Product Ideas - Notifications - enable/disable per post
Currently Product Idea notifications are either enabled or disabled.
Which means I get a ridiculous amount of emails for every single product idea I've ever commented or voted on. And given Xero's inability to actually resolve any of these issues, the number of notifications is going up and up.
Currently, because of the amount of complaints about the new homepage my inbox is full every morning.
I don't want any more notifications reminding me how bad the new home page is. However, I do want notifications on a lot of the other 'Product Ideas' that I am following.
2 votesThanks for sharing that you'd like the notifications to be enabled on certain posts
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Progressive Web App (PWA)
Make Xero a Progressive Web App (PWA)
https://en.wikipedia.org/wiki/Progressive_web_app
Gusto offers this
and many Google apps also
nice feature1 voteHi Douglas, appreciate you sharing how Xero could be a more powerful tool for you. We understand that a Progressive Web App (PWA) experience could be useful for those looking for a more app-like desktop workflow with quicker access and a dedicated workspace.
Xero is currently designed to run through your web browser, alongside our mobile apps, and a full PWA version is not currently on our roadmap. In the meantime, you can create a desktop shortcut using Chrome or Edge to open Xero in its own window, which can help keep your workflow separate from other browser tabs.
I’ve updated this post to Gaining Support as we are keen to continue tracking feedback and gather more insight from the community on how this would support their workflows.
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