427 results found
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'private' contacts for certain user accounts
Ability to set contacts as Private. The ability to restrict access to certain contacts accounts would be a useful facility for many reasons but a key setting would be to allow contacts who are employees to have their payroll payments kept private from users who were not Payroll authorised.
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
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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Permissions - Draft purchases with access to Purchase reports
There needs to an option in user permissions that allows a user to create purchase orders, bills & credit notes, but not approve them. They also need view the chart of accounts so they can see which account to use, and be able to view purchasing reports (but not edit them!)
Currently, we have to set a user as "Standard" to allow them them to create a purchase order or bill, but that automatically gives them permission to approve. We want to restrict approval to a higher lever
1 voteHi Kevin, not exactly the level to which you're asking here, however rather than Standard access it sounds like Sales and purchases would allow a little more restriction while still providing access to the areas needed.
With the Sales and purchases role a user will be able to enter sales or purchase transactions, and you can also select to give them access to Purchase reports specifically.
With this role a user won't be able to access the Chart of Accounts, however within transactions they would be able to select the account and view accounts in the chart of accounts.
We don't have plans for this specific level of access right now, however we're continuing to evolve our permissions across Xero and will keep an eye on the interest this builds here.
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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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Login - Reduce graphics
Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.
The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.
And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.
How about a cut down appearance option like back in the DOS days?
But before doing that fix all those other niggly problems that annoy me.
2 votesHi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.
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Improve product update communication with rollout windows and a "What's Changing This Week" partner update
As a Xero Partner, keeping up with product changes has become increasingly difficult. We support multiple clients and need time to update internal procedures, workpapers, templates, training documents and client instructions before changes appear in their files.
At the moment, product information is spread across multiple places, including Product Releases, Learning Central and Xero Product Ideas/Innovations. It is easy to miss changes, and partners often don't know a feature has rolled out until clients start asking questions.
Suggested improvements
- Provide an estimated rollout window for each update, rather than only the month. It doesn't need to be an exact…
10 votesHi 👋 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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Homepage/Navigation - Softer non-high contrast bright blue colour used for banner and action buttons.
Change the high contract blue colour back to the softer on the eye colur before the recent update.
Recent update changed the font and blue background on menu banners and buttons in the desktop interface
* The new blue color is too bright, causing fonts to appear blurry and creating harsh contrast that is difficult to read.
* Request to restore the previous blue color due to readability and eye strain concernsThe old blue and new blue can be seen together in the hep chat.
4 votesHi community, we appreciate your feedback on the recent colour changes across Xero, this has been shared back with our teams and they are keeping a close watch on the feedback here, however I want to be upfront that we don't have any plans to change this further at this stage.
We will let you know if here if there are any further updates planned for this.
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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 - 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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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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Homepage - Display the Current Lock Date
Add an optional setting to display the current lock date clearly on the Xero home page so it is visible at all times.
This would help reduce simple processing errors, especially as automation becomes more widely used.7 votesThanks for sharing in Xero Product Ideas, Scott. Can appreciate how more visibility of this setting for some user roles maybe helpful.
This isn't something we have in our pipeline atm, but we'll get a wider sense of interest from others in the community here and I'll share if there are any plans made.
For now, share this with any colleagues that'd also find this helpful so they can add their vote.
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Financial settings - Tax terminology to be driven by region e.g VAT v Tax
It would be good to have consistent terminology for VAT settings and drop down cells. System seems to flip between words tax and VAT.
1 voteThanks for sharing this feedback. We understand the request for VAT terminology to be used consistently across settings and dropdowns in regions where VAT is the relevant tax terminology.
A more consistent interface could make it easier to navigate tax settings and understand the fields being used during data entry.
I’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, add your vote and share your use case.
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Invoice Editor - Registered Business Name in Footer
"Doing Business As" is an important aspect of doing business because it allows separation of business and organizational administration as well as important banking, tax and branding functions. Something as mundane as cashing a check at the bank can be done in the name of your registered brand or dba but not if the check is written out to an LLC or Inc. However, there doesn't seem to be a way to make this distinction officially in the Xero software. As an example, my company is X-Ray and Digital Services, LLC but I do business and all my branding is…
6 votesThanks for sharing this idea with us Joseph, we understand that having the registered business name and address in the footer of the invoice is something you would like see returned to the invoice settings options. This Ides is now open for others to vote and comment on so we can gauge interest from the wider community. I can see that you have raised this wiht our Support team and they have suggested using the DOCX invoice option, however you can also add the registered business name and address to the bottom left of the standard invoice by utilising the Payment Notes section as seen in the screenshot Below. Any updates to this idea will be posted here.
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User Permissions - Allow Invoice only Sales & Purchases to export aged payables and receivables report
Xero has recently improved user permissions so that users with the Sales & Purchases – reports for sales & purchases role can access Aged Receivables and Aged Payables reports without also being given access to all financial reports.
This is a very welcome improvement, particularly for administration staff who need access to debtor and creditor information as part of their day-to-day roles, but who should not have access to sensitive reports such as the Profit & Loss, Balance Sheet or bank account information.
Unfortunately, these users can currently view and run the Aged Receivables and Aged Payables reports but cannot…3 votesThanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
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