284 results found
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Organisation Settings - Display more than 5 organizations from change organisation drop down list
When a person has more than 5 organizations in their portfolio the 'Change of Organization' drop down list only shows the most recent 5 used. It would be helpful if ALL your organizations showed on screen to choose from. Or of course, having the option to reduce to the 5 normal.
94 votesHi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
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Xero - Reduce white space
There seems to be a lot of white space on each page. An accounting system really needs to show concise, compact, neat lines so it is easy to compare figures without having to scroll up and down all the time. I feel that Xero is more interested in the look of the screen, when really the information is the most important part of an accounting system.
The important information seems to start half way down the screen!
12 votesHi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
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Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
22 votesThanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, 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 votes and comments about how this would help them, too!
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Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
129 votes -
MFA | Add support for Yubikey
Please can you add support for Yubikeys, the development webpage is here:
77 votesThanks for your recent comments, and for continuing to support this idea, everyone. We appreciate the passion here, and I’m sorry it’s taken a while to return with another update.
Since our last post, we’ve made progress with passkey authentication through mobile access. Looking ahead, we also intend to explore desktop passkeys later this year.
When this work does get picked up, Yubikey passkeys will be considered, however we can’t confirm at this stage whether they’ll definitely be included. As soon as we have more concrete news to share, we’ll update you on this thread.
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Xero Accounting app - Ability to view watchlist from mobile dashboard
I would love for the Watched Accounts box from the website dashboard to show up on my phone app dashboard. Sometimes I just need to see a bank balance or expense balance while traveling. Currently have to go to online website to see those watched accounts on my dashboard. Would be super cool to have them on phone app dashboard as well.
17 votesThanks for your feedback on the Xero Accounting mobile app dashboard.
We can see how having more options to customise the widgets on your dashboard would help you tailor the app to what matters most for your business when you're on the go.
We've reviewed your idea and moved it to Gaining Support so other community members can vote on it and share how more widget flexibility would improve their experience too.
If this is something you'd find valuable, feel free to share the idea with others who may want to add their support and comments as well 🌟.
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Quotes - Restrict users to send quotes but not invoices
Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk…
5 votes -
User Role - Reconcile without access to approve invoices
Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.
Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.
This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…
79 votesAppreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
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Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
195 votes -
Xero Analytics Plus | STCF - Options to export
Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?
84 votesThank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
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Navigation - Quick access to last few pages accessed
On the taskbar, it would be useful to have a dropdown option to link through to the last few pages that you have accessed. Maybe the last 10 pages accessed would be good, a mixture of recent searches and recent transactions. I know QBO has this and I use it a lot for navigating.
For example, when I run a P&L and drill down to a specific bill, sometimes I would make an amendment to said bill. When I save and go back it spits me out at the CoA when I want to return to the P&L. So instead…
4 votesHi team, appreciate the thoughtful feedback in your idea here and while not a complete solve for what's being asked I did want to highlight for this specific scenario you may find favouriting reports useful. This will make that report easily navigable from the Reporting menu in our new navigation 🙂
Also, just another tool that might help to find items that have recently been edited - the History & Notes could be used and filtered to quickly see what transactions have been edited.
While we don't have immediate plans for enabling these sort of breadcrumbs our teams are continuously thinking about the logic and flows as they keep developing Xero features.
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UK Payroll - Allow Xero users permission to authorise employee timesheets
Allow Xero users permission to authorise employee timesheets. At the moment only the payroll administrator or specific employee has the ability to do this. Payroll permissions under settings/users should be expanded to be more granular, with an option to allow users permission to authorise timesheets. Alternatively, under the employee details in Payroll, an option to select authorised Xero users whom may sign off timesheets for that user.
58 votesHi everyone, thanks for your feedback on the ability for employees to approve timesheets.
Payroll is definitely an area we know needs more permission controls. This is something our product teams are beginning to explore and do deeper research of.
We'll keep you updated as our team progresses through the discovery work.
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Notifications - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
5 votes -
Xero Accounting app - Password Confirmation
The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.
3 votesHi team, appreciate the idea here and how a confirmation via pin re-entry or password would help when setting up a authentication for the Xero Accounting app on your mobile device.
Though we don't have any immediate plans around this we'll continue to keep a watchful eye on the interest for this here. In the meantime, if you do happen to set up your pin incorrectly i's possible to uninstall and then reinstall the app to login with your full credentials and reset up your pin.
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Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave35 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support this idea. Make sure you share it with any colleagues that this could benefit, so they can add their vote too!
In the meantime, you might like to use Xero's own authenticator app, Xero Verify, which does support push notifications when you log in.
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Organisations Settings: Ability to have other language in Xero
Ability to use other languages (apart from english) in Xero.
Purpose: To make Xero can be more user friendly to people who speak and use other languages.
138 votes -
User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
30 votes -
Permissions: Payroll - Payroll admin limited access
Ability to give payroll admins only permission to staff.
Purpose: To make the staff have fully access to Payroll but not other parts of Xero.
124 votesHi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
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Xero Me - Payroll Authorisers to NOT include advisers
Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.36 votesThanks for your patience; it’s been a little while since you first raised this idea. I wanted to point you toward a similar request regarding granular payroll permissions: [Permissions: Payroll - Payroll admin limited access].
It’s clear that having precise control over who can access specific payroll areas would significantly improve how you manage timesheets and leave approvals.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
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User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
32 votes
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