285 results found
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Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
11 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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My Xero - Permanently remove cancelled org from list
Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.
6 votes -
User Role | Invoice Only Users: Ability to remove and amend invoice amounts
Hi Xero.
Currently, User's with Invoice Only Access can only approve invoices and bills. However they are unable to remove a payment (or part thereof) from an invoice.
This is a problem if the User accepts a payment, then realises that there is an error on the invoice, as they are then unable to remove the amount and fix the invoice.
It would be great if these User's could have this ability without having access to the business bank accounts9 votes -
Dashboard - Ability to group Accounts in the Watchlist
ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria
10 votes -
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesHi team, coming back across your idea here I wanted to share a new AI tool that we've launched that is currently in beta Just Ask Xero (JAX).
Currently JAX can automate some tasks and answer your questions ab out using Xero. We're continue to develop on JAX capabilities so you can stay up to date with what's coming next with JAX through our releases page here.
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Organisation settings - Ability to set colour of screen and fonts of display.
I would love to be able to adjust background colors and font colors. I find working for several hours in Xero leaves me with eye fatigue and headaches.
28 votes -
User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
24 votes -
User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
9 votes -
Email Templates - Option to select different font for outgoing emails
Ability to have options to select different fonts for outgoing emails.
Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.
24 votesHi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
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Find & recode - Export or Print
How I can print (find and recode ) or a journal as PDF or Excel?
14 votes -
Organisation settings - Invite other users to demo company
Being able to invite users to the demo company so that we can see how the system we are setting up works.
13 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
10 votes -
User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
6 votes -
Xero settings: Option to automatically insert decimal places
Ability to customise how data is entered - decimal places. To speed up data entry the user should be able to have a setting where they can opt to have the decimal place automatically entered. I.e. type in 12345 and the result is 123.45
5 votes -
Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
7 votes -
Organisation Details - Add Instagram organisation field
As an Xero customer, I would like to be able to add Instagram as a contact field within organisation details, so that I can easily direct customers to my Instagram page.
Instagram is becoming more popular than facebook, twitter and websites for certain industries.
8 votes -
User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
81 votesHi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
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User Role - Allow Admin Projects users to see custom project reports
There are users who need access to custom projects reports but no others. Currently they either have to repeatedly customise the base reports or have access to all the reports.
5 votes -
User Roles - Invoice Only: Ability to see balances of supplier accounts
An employee is in charge of paying our foreign supplier accounts. So we gave him the role "Invoice only (Approve and Pay). Unfortunately, he is not able to see a full statement of the supplier account with all invoices, credit notes and payments made so he does not know how much is owed. He is also unable to enter payments against a supplier without an invoice already existing in Xero, which is an issue when making payments to suppliers who require payment in advance. We cannot grant him full access to see bank details because if we did he would…
5 votes -
Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votesHi all, we appreciate the feedback on how we could improve pagination for customers across different areas of Xero. A couple of updates here that may help with this;
- We have added the ability to search and filter no the Reconcile page. Meaning you can quickly navigate to a Date range of statement lines you'd like to reconcile
- As we update areas of Xero you'll find the selection for how many items to view is now held (examples are in Products and services, Invoices and Bills). So, if you navigate away from a page when you return you should still see that same selection e.g 25, 50, 100 items. The only caveat to this is using incognito mode, or switching browsers
I want to be open that we don't have plans for rolling out a blanket change across all areas of Xero at once, if there are specific pages in…
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