327 results found
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Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
Login - Remember 'Trust this device' setting for MFA after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
20 votesThanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 votes and comments too!
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User role - Ability to assign specific email address.
Email allocation to different tasks for Xero-I think it would be beneficial to be able to allocate a different email address for a number of tasks, ie Invoices / statements have one, another for quotes and suppliers ie bills. I have a client that doesn't wish to receive every email for every aspect of the business as its not part of her role. Do you think this would be possible?
4 votes -
Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user
Invoice only user role that allows you to pick and choose either or both Sales and Purchase orders. quotes and invoices. At the moment you can only have Sales or Purchase IO otherwise you have to make standard user which is not helpful.
48 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes -
Xero Interface - Select/Highlight details on page without automatically following link
Select/Highlight Xero web page details without automatically following link
Most web links allow for text and links to be selected/highlighted by clicking, holding and dragging for additional options when the selection is right clicked (copy, print etc.)
It seems unintuitive when attempting to select/highlight (clicking and dragging over text) items in Xero, such as invoice numbers, that the page immediately follows the link as though clicked.
It is often useful to select text for simple copying, or highlight specific sections for printing on web pages, but this behavior prevents that basic utility.3 votes -
User Permissions - History recorded of role changes and ability to add description
There is currently no record of changes to User registrations in the xero file. This is a failure of audit processes.
A description for each user would be handy to identify the role of each person within the Organisation.
A start and End date would allow for Temporary access arrangements.52 votesHi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.
While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.
For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.
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Exchange rates - More than 6 decimal places
Exchange Rate - Allow more than 6 decimal places.
For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.
Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.
21 votes -
Organisation Settings | Rounding - Option to exclude decimals and automatically round
Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.
3 votes -
Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
33 votesHi all, we appreciate feedback we've received about improvements we could make to the Dashboard that'd better serve your needs. You may've heard that we have a new Homepage that'll replace the Dashboard and will be released to all customers over the next few months.
With updated technology the new Homepage is much more responsive and will adapt based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side. 😊
I'll keep you looped in on when this is available to everyone, but in the meantime if you'd like to try it out jump into the demo company!
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User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
20 votes -
User role - Permission to create Spend or Receive monies
The Receive Money function should be made available to users who do nothing else except literally receive money - ie sales people. This is especially relevant in small countries where cash is king and non electronic transactions are still in majority. I have one user who only needs to receive cash but I can't give them that function without making them an Adviser.
5 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
MFA | Remove requirement to use
Get rid of this stupid MFA on EVERY sign in.
It used to be monthly which was bad enough, now it is a constant pain having to use an authentication device just to get access to Xero. MFA is a complete waste of user time. My bank doesn't use it and I trust them not to lose my money, so why does accounting software need it?
If the ATO insists on it with their stupid STP, then link it to STP and nothing else.13 votesHi everyone, we appreciate your feedback about multi-factor authentication, and this has been shared with our teams internally. Security and protecting your data is highly important to us and we want to be upfront that we don't have any plans for removing the requirements for logging into Xero with multi-factor authentication.
That said, we're continuing to improve the experience and offering more ways to verify your identity when logging into Xero.
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Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
3 votes -
User role permissions - Control and restrict access to chart of accounts
We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.
24 votesHi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
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Navigation | Edit display picture for organisations in dropdown
It's very hard to tell multiple organizations apart, particularly if they have the same initials. Currently, Xero simply displays the organizations' initials. It also assigns a random color to each organization. It would help distinguish these greatly if the organization settings allowed me to upload an avatar for each organization. Xero's Demo Company already illustrates how this feature would look. Also, it would help edit the color Xero assigns so that the color could match each organization's branding.
12 votesWe appreciate your feedback on the new navigation here thanks for sharing!
Our product teams are closely monitoring all inputs we are receiving from customers on this. We'll keep a close eye on the interest this idea builds here and share if there are any updates.
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Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
NZ Payroll - Allow timesheet approval for employees with authority
For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.
50 votesHi everyone, thanks for your feedback on allowing authorised employees to approve timesheets. We appreciate you sharing how having managers approve timesheets without full payroll access could help streamline processes.
Our product team is currently exploring more granular permission levels in payroll, so we’ve moved the idea to Accepted.
Although this isn't currently on the roadmap, we'll keep you updated as things progress. Thanks for your continued input.
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User Roles - Ability to assign default tracking options per user
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…
6 votes
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