170 results found
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Search - Add Logic and boolean operators
Would love to see the ability to make use of boolean operators within the search bar.
An example would be something like using the '|' character for an "OR" search where you can search for multiple terms and items match either term are returned.
Another example would be '&' (or another character that's not as commonly used in references/descriptions) for an "AND" search, where all terms entered must match - less useful but a nice-to-have.
Lastly, the ability to use "!" to do a "NOT" search and only display results that don't match the search term (useful for filtering out…
4 votesThanks 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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user list
Xero user list -is it possible to get a list of all users on Xero for all organizations, we are a Not for Profit and have about 30 entities which have a number of users in each Xero organization. I know that you can get a user list if they are on the staff list in Xero HQ, but it would be good to have a report to get all users in all the Xero organizations instead of going into each entity and then going to Organization name > Settings > Users
3 votesThanks 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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Settings | Keyboard shortcuts - option to change default at the user level
kindly introduce the option to edit the custom shortcut keys, according to the user's choice.
2 votesThanks 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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Granular Purchasing Permissions Without Financial Visibility
would like to request more granular user permissions for purchasing functions.
Specifically, I need to allow a user to:
Create and manage purchase orders
Access supplier/contact records for operational purposesBut restrict them from:
Viewing bills
Seeing any financial values (amounts, totals, pricing)
Accessing financial data within contact recordsThis would be particularly useful for operational or procurement staff who need to manage purchasing workflows without access to sensitive financial information.
Currently, permission levels require granting broader financial visibility than is appropriate for these roles.
A solution could include:
A “Purchasing Only (No Financials)” role, or
Toggle permissions to hide…2 votesThanks 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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Log into more than one company
It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…
26 votesHi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
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Giving a user rights to edit customer details should entail them to have access to export the customer list details to csv or excel
If a user has access to Invoices and Purchases and they have the ability to change Customer detail the role or an additional role should be to be able to export customer lists details as well as a seperate roll to access the age receivables.
This would give the Debtos managment role full access to follow up on all debtors and be able to update details for customers in bulk.
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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Organisation settings - Change base currency
It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.
54 votes -
Chart of Accounts Watchlist - option for YTD transactions without code opening balances
In the Chart of Account Watchlist we are wanting to track in year categories that have opening balances. We're changing the Chart of Accounts to make this fit but a toggle to include or exclude opening balances would be really handy so you can choose to see only true in year transactions
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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User Permissions - Update for current options
Invoice only to be able to see Contacts and activity history in contact. No ability to change financial details.
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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Product adjustments in App or with barcode scanner
Hi all, Currently, there is no built-in functionality in Xero to barcode products and update stock levels (log stock in and out). This would be really helpful - there are "inventory" apps available, but these are way over complex for most small business needs and very expensive, so not at all viable.
Failing that, the ability to access products and services via the mobile app and quickly and easily make adjustments (i.e. increase or decrease product values) either by scanning or by a simple click of a button would be an excellent substitute.
I imagine the second option (in-app adjustments)…
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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Progressive Web App (PWA)
Make Xero a Progressive Web App (PWA)
https://en.wikipedia.org/wiki/Progressive_web_app
Gusto offers this
and many Google apps also
nice feature1 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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set date
I would love to be able to set a particular month when entering data. All the purchase invoices arrive at the beginning of the next month and I have to keep changing the day and month. Just being able to change the day would save time. Also when copying an invoice why not keep the date the same as the date on the invoice you are copying, in that way I could use that facility to enter all of one particular month's invoices.
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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For the love of sanity!!!
Please please please stop making Zero pretty and fix real problems that we know you know about ie user levels. Our WHOLE team does not need to know every dollar that is spent by the company, they do not need to know how much each other is paid, makes it so hard for HR. Causes office problems. I know you dont get it, but would you please at least try??? Also could you please please please fix moving a line in invoicing. Have you ever actually tried to do so?? I guess not!!!
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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Annual Billing
Annual Subscription billing to XERO. Why are we paying monthly for a service that we have committed our company accounts to? One bill, annually, with autorenew. Cut down the amount of Xero invoices by 91.66%! Win-win surely?
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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Ability for advisors to merge live Xero subscriptions with expired free trial accounts where client has created duplicates.
A recurring problem we have is when clients sign up following a free trial but then end up creating a new/duplicate subscription. This may essentially be an issue with the UI that the client sees, but it would be useful to have the option for advisors to merge live Xero subscriptions with expired free trial accounts in these situations - or at least send a request through to Xero to carry out the task.
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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Statement ageing periods
I've just moved from a different program. Most things are much better, except for customer statements. No ageing periods on the statement. My suggestion - remove the remittance advice and put in an ageing period table.
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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Customer Statement Layout
Ability to edit customer statement layout. I've just converted to Xero and find it a lot better than the previous program I was using, except in one respect. The customer statement is SO old-fashioned. It has the remittance advice cut-off slip, which was very helpful back in the early 2000s, when people still used cheques. Now, with online payments, it is not necessary and it makes the whole statement seem very old-fashioned.
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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not automatically add clients to a firm user upon inviting them into the practice
General overhaul of user permissions. Including: When a new user is added to the practice at the admin level, they are automatically added to all clients in the practice. For large firms this is problematic and would be better if all users were only given access to the demo account upon invitation.
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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Xero portal
I would like a link to the Xero portal where tax documents are sent for e-signing. Rather than having to find an email with the link to the Xero portal to e-sign tax documents, it would be helpful for clients to be able to simply click a link within Xero to go back to the Xero portal and see past signed documents or anything that is waiting to be signed.
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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syft
Can we get a link to log into Syft? We have a link to Hubdoc, why don't we have a link to Syft now?
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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