427 results found
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Homepage | Bank account wdget - Showing reconciled when there are items to reconcile
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
7 votesHi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
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user permissions
ability to allow some users access to connected apps but NOT bank accounts. Currently you can't have one without the other. We currently have a user who should not be seeing the bank accounts or have the ability to reconcile and make changes etc but needs access to connected apps which puts our not-for-profit organization in a vulnerable situation.
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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App improvements needed
Please add invoice date filtering and daily sales totals to the Xero mobile app (Android and iOS)
As a business owner who uses Xero, I'm genuinely surprised at how limited the mobile app is when it comes to viewing and managing invoices.
One of the most basic things I want to do is open the app and see all invoices raised today and their total value. Unfortunately, there doesn't appear to be any way of doing this.
The app displays how many invoices are unpaid or overdue, but doesn't provide a simple way to view invoices by date or see…
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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email notification sent when a new employee/supplier is set up
Clients like the email alert on bank account changes and have had a client suggest that something similar be setup for a new employee/supplier added - specifically when the bank details are added. Let the client see this from the start. Very common method of fraud is fake suppliers or fake employees, so having an email notification to the relevant person on setup can stop something being snuck in by someone.
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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Consolidated reports accross mutilple entities
We need the ability to create consolidated reports for mutliple Xero files. MYOB does this well. many group operate with multiple entities, it is so important for accountants to be able to consolidate the group position without resorting to excel exports...
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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chatgpt connection
Allow Chatgpt cloud browser to login to my Xero account. So the AI agent can work on the task like quotation, invoice and bill data entry while my computer is off.
It save a lot of human error and take away data entry workload from small business owner like me.
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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Multicurrency - Option to not assign Tracking Categories to Bank Revaluation
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
12 votesHi Imogen, thanks for sharing your thoughts on multicurrency bank revaluations. We understand how having FX differences automatically assigned to tracking categories doesn’t always fit your workflow.
This idea has been moved to Gaining support, so the community can vote and share their experiences. Adding a bit more about why this change would help in your workflow can help others see the value and give the product team context.
We’ll keep an eye on the discussion and share updates as the idea develops.
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User Roles - Implement granular permissions to restrict users from deleting bank statement or transactions
Remove the ability from certain users to delete bank line transactions.
We need clients to update bank login details etc however we don't want them to have the ability to delete line transactions.
3 votesHi Zak, thanks for sharing this idea. We understand how having more granular user permissions to prevent specific users from deleting bank transactions could help strengthen internal controls while still allowing users to complete their task.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this permission would be valuable for your business, we'd love to hear more about how you manage bank permission across your team.
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Homepage - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
7 votesHi team, with Xero Analytics you'll be able to use the Cash flow manager to get useful predictions of your businesses financial overview, cash in and cash out.
Right now, we're in the process of also developing a widget that can surface some of this information to you directly from the homepage. I'll return to share once this is live. 🙂
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Navigation | Sales - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
24 votesGreat to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.
Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.
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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 voteHi 👋 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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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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New Homepage - Ability to hide accounts that are no longer needed
Of the seven accounts listed on my homepage, only 3 are now required. Please provide the functionality to hide / remove accounts which are no longer valid and reconfigure the layout to suit a user's individual needs. i.e. by click and dragging the boxes into your own preferred layout.
4 votesThanks for sharing this idea and how the new homepage impacts your workflow.
Right now, you can:
- Use Customise homepage to add or remove whole widgets (including Bank accounts and Chart of accounts watchlist), and
- Choose which bank accounts appear in the Bank accounts widget, and which GL accounts appear in the Chart of accounts watchlist via Select/Edit accounts.
There isn’t a broader option to hide individual GL accounts across the homepage, and this isn’t on our current roadmap, so we’re moving this idea to Gaining support so others can vote and add their use cases.
While we can’t commit to a change here right now, your feedback is logged and will be considered as we continue to iterate on the new homepage experience.
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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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Homepage | Bills to pay - Ability to drag & drop files for bills
Provide a widget where you can drop any bill, expense or invoice, right on the homepage for Xero to analyse.
8 votesHi Tom and John, not a direct drag & drop to a widget on the homepage, however from the 'Bills to pay' widget you can click Add bill > Upload bills which will direct you to Bills and pre-open the upload modal. 🙂
This isn't something we have direct plans of right now, but will get a feel of the interest from the community for the idea here.
It'd be good to track interest in this feature for Bills and Expenses separately as widget enhancements would typically be reviewed individually. I've created a new idea for this in Expenses and added you both to this for any updates.
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Homepage - Dedicated monthly turnover/revenue widget
It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.
At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.
Ideally this would show:
- Turnover/revenue for each month
- Year-to-date turnover
- Comparison with the same period last year
- Optional monthly or annual sales target
- A simple graph showing the trend over time
For…
1 voteThe main request here is for a dedicated monthly turnover graph that compares revenue over time. A visual summary could make it easier to monitor growth and identify changes in sales performance at a glance.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which comparisons would matter most to you.
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Quotes - Confirmation Notification for Client
Recommend building in a confirmation notification and downloadable copy of the acceptance of quotes.
There's currently no way for clients go back and track the status of quotes.1 voteThanks so much for taking the time to share this idea with us. We understand how helpful it would be for clients to receive a clear confirmation after accepting a quote, have a copy of that acceptance, and be able to keep track of the quote status.
We’ve now opened this idea up for votes and comments, so other Xero customers can show their support and share how this would help them. The feedback we receive helps us understand how important the need is and what would be most useful to include.
Thanks again for helping us improve the quotes experience! 👍
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Homepage - Improve loading
Create a "low bandwidth" version this is now so much slower than the old page on slow internet connections 271 resource requests is just stupid for a home page and 1=nearly 50mb of resources? not everyone has fiber to the building and a 250mb/s connection.
5 votesHi Geoffery, thanks for sharing this! We can see how a smoother experience on slower connections would make working in Xero more seamless, especially when you’re remote or have limited internet.
Right now, using the Xero mobile app for lighter tasks or clearing your browser cache can help speed things up, but we know a dedicated low-bandwidth mode would make day-to-day work even easier.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much of a difference this would make.
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MFA - Allow Multi-Factor Authentication via SMS
I would propose that Xero use Text Messages as a MFA. First, it is much faster than email (secondary email) and it works in the presence of any Apple device (iPhone, iPad, MAC computer, Apple Watch). The Authenticator app is iPhone app and the iPhone is not always present/available. Almost all of my service providers use "texting" for MFA.
1 voteThanks for sharing this suggestion. Having the option to receive Xero MFA codes by text message could make login more flexible, particularly when working across multiple devices.
For now, users can continue using supported authenticator apps or a backup email address for verification.
I’ve moved this to Gaining Support so we can continue gathering feedback. If SMS authentication would improve your workflow, add your vote and let us know.
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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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