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Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

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6 results found

  1. 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.

    30 votes

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    3 comments  ·  Settings  ·  Admin →
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    Appreciate 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.

  2. 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

    3 votes

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    0 comments  ·  Settings  ·  Admin →
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    Hi 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.

  3. 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.

    2 votes

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    0 comments  ·  Settings  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  4. The Organisation settings page should have collapsible headings, similar to the Reports page, for clear, concise, and faster access to settings.

    Currently, the new look of the organisation settings page is a large step backwards. It is difficult to quickly find and select a setting area that is not part of the shortcut menu options in the new look homepage/menu rollout.

    The current organisation settings page is an exercise in excessive scrolling abilities to find the setting you need to access quickly.

    The old (clunky-looking) Basic Settings listing and the Advanced Settings listings were a faster and better layout to…

    1 vote

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    0 comments  ·  Settings  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  5. XERO is the only system I know which does not automatically add the hyphen between the numbers. e.g. 00-00-00 Instead XERO goes 000000 and you have to add 2 hyphens. This would just be nice!

    1 vote

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    0 comments  ·  Settings  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  6. 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.

    1 vote

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    0 comments  ·  Settings  ·  Admin →
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    Hi 👋 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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