294 results found
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Managers need permission to approve their teams' timesheets in addition to approving their leave.
Managers need permission to approve their teams' timesheets - in addition to approving their leave. Managers need to sign both off.
We cannot give all managers full payroll admin access - confidentiality is a big issue as well as anyone can then change permanent bits/change leave opening balances etc. So much room for error.
We note you have updated permissions, but you cannot untick any boxes in the payroll admin screen nor give access in employee user to access their teams' timesheets.
So, guess even if you give this permission the next issue will be that they only need to…
7 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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Provide a read-only archive subscription for closed Xero organisations
Once an organisation is closed, Xero could retain access but disable:
New invoices
Bank feeds
Payroll
Editing
New transactionswhile allowing records to be viewed.
You shouldn't have to continue paying a full monthly accounting subscription purely to look at historical records. Especially to continuing Xero Clients
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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Provide a read-only archive subscription for closed Xero organisations
Once an organisation is closed, Xero could retain access but disable:
New invoices
Bank feeds
Payroll
Editing
New transactionswhile allowing records to be viewed.
You shouldn't have to continue paying a full monthly accounting subscription purely to look at historical records. This should be available especially to continued Xero clients
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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Color Coding Different Companies
First off, thank you for building a platform that makes multi-entity accounting so smooth.
As our business has grown, our team frequently manages and toggles between multiple Xero organizations throughout the day (specifically across Canadian and US entities). Because the core interface layout remains identical between organizations, it is very easy to inadvertently process a transaction or post an entry in the wrong entity before catching the small organization name header in the top-left corner.
To streamline multi-organization workflows and reduce operational error, we would love to request a visual indicator or custom color-theme setting per organization.
A few potential…
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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journal approval
Permissions - User Roles to Submit and Approve Journals.
There is currently just an option to "save as draft" or "post" so no approval workflow or audit trail on approvals.
Users should have custom permission to create/submit or approve journals.
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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Be able to update or change email addresses for users
Individuals with the ability to manage users should be able to change and update email addresses for users rather than having to delete the user and add again.
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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add supporting documents on the sales and purchases user
The new Sales and purchases user role is awesome!!! BUT this role cannot load a supporting document when capturing the payment (which is quite essential for a paperless office) then they can also not capture an overpayment? Is there any chance to change this?
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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remove journal access for standard users
Since the update to user permissions, Standard users now by default have access to create and edit journals. Most of our client base do not and should not have access to adding/editing journals therefore were set up with Standard user permission. This is going to be a huge job to review and update the permissions for these clients.
Xero should have kept existing permissions for all users, then we could review and expand permission for users on a case by case basis.
Further, it seems that you cannot remove journal access without also removing BAS/tax permission. WHY?!!
Please allow us…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 for inactive/dormant user logins
Please add the ability for admins to receive an email notification when a user hasn't logged into an organisation for a configurable period (e.g. 3, 6, or 12 months). This should cover all users with access, including our own staff, as well as any accountants or bookkeepers invited into our organisation.
Access often persists long after someone has left our organisation or after an accountant/bookkeeper relationship has ended, and there's currently no easy way to spot this. An automated alert for dormant accounts would let admins proactively review and remove stale access, reducing security risk from old, unmonitored logins (e.g.…
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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Viewer Permissions
Viewer permissions - Ability to customize Viewer permission for users. Eg If I want to provide viewing access to only Bills but not for Bank accounts. Also, ability to provide access to users based on Reporting tracking category, this is very useful for not-for-profit organization, where many staff are volunteer and we would like to assign user based on reporting category.
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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Users Settings - Alphabetical order
I would like to Xero to revert Users back to alphabetical order again. Or at least give Admin permissions to sort. Alphabetical is much quicker when looking to see if someone already has permssions.
4 votesThanks for the feedback, Cecily. I've shared this back with our team and I'll update you here if there are any changes in the works for the ordering of users.
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You just make everything too difficult. If you change things, copy current settings because they are already ok. When you change it should n
Think like a user.
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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Tracking categories required
Feature Request: Make Tracking Categories Mandatory
Please add an option to make one or more tracking categories mandatory.
Administrators should be able to choose which transaction types require tracking categories, such as:
- Expense claims
- Supplier bills
- Spend Money
- Receive Money
- Bank transactions
- Manual journals
This would ensure all transactions are correctly allocated before they can be submitted, resulting in more accurate reporting.
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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Dual login for partners/BAS Agents
Dual Login option for Partners
Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.
This will allow agents to view client BAS for clients they are not the BAS agent for.
Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.
This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.
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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Lock Dates - Add timed auto-locking feature for lock dates
Please add an option to temporarily unlock accounts. For example, a user could unlock them for five minutes, see a countdown, and have them automatically lock again when time ends. This would prevent users from forgetting to re-lock the accounts and reduce the risk of accidental changes.
(The unlock should apply only to that user, while all other users remain locked out.)2 votesHi Muhammad, thanks for starting this conversation. We understand the request for a temporary lock date unlock that automatically restores the lock after a set time. This could be a useful option for teams that occasionally need to make adjustments after a period has been closed.
I’ve updated the post to Gaining Support so we can continue tracking community feedback. If you have a preferred way for the timer or auto-lock to work, please share it below.
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Invoice Settings - Ability to change the name of the transaction (quote to Proposal)
Editing the Branding Theme doesn't change all instances of certain terms. We don't use QUOTES in our business, we send out PROPOSALS. Changing all instances of QUOTES here doesn't change all instances of Quotes throughout the approval process. On the approval page, if you click Download in the upper right hand corner, it still says "Quote Q-####" and on the invoice itself it references a Quote number, not a Proposal number.
2 votesThanks for raising this — it’s an important distinction.
Xero allows the title displayed on the document to be changed, for example from Quote to Proposal. However, this only changes the customer-facing heading. It doesn’t change the underlying transaction type in Xero, which remains a quote.
As a result, other areas can still show quote terminology, such as Quote number, the quote numbering sequence, the quote workflow, and the generated PDF filename. This can feel inconsistent because the document heading says Proposal, while other parts of Xero still identify it as a quote.
We’re moving this idea to Gaining Support. If this would help your business, please add your vote and share how consistent proposal terminology would improve your workflow. ✨
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Xero Central | Profile - Option to sync profile picture with Xero blue avatar or remove from Xero Central
Currently, you can't change your profile picture in Xero Central - which is bizarre, because you can change it in the "My Xero" profile.
Therefore, in the spirit of "one ledger", surely profile pictures entered manually in My Xero profile should sync your Xero Central profile.
1 voteThanks for sharing this suggestion, Hayley. We understand the request for more control over your profile picture in Xero Central, including the option to sync your Xero profile picture or remove it and return to the default avatar.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your experience, add your vote and let us know how you'd like your profile picture to work.
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Search - Ability to create and autofill new contact based on search
It would be great if the search option would allow you to click an "add new contact" option if the contact you searched for was not found to smoothly link including the name you input into the appropriate field, without having to go out of search and start from scratch.
1 voteAppreciate your feedback and how you'd find being able to create and autofill a new contact based on search terms could save you time, Georgina.
We'll start getting a sense of the wider interest from the community in this idea. If there are any updates for this I'll let you know here.
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My Xero - Group client organisations on the organisations list
Bookkeepers and accountants often manage multiple clients, with each client having multiple Xero organisations (e.g. trading entity, trust, SMSF, property entity, or separate business divisions).
Currently, all Xero organisations are displayed in a single flat list within My Xero, making it difficult to quickly locate the correct organisation for a particular client.
Proposed Feature
Introduce the ability to create Client Groups (Folders) within My Xero that allow users to organise multiple Xero organisations under a single client.
1 voteAppreciate your suggestion here, Martha. We can understand how being able to organise your organisations into custom folders or groups on the My Xero page could make it easier to navigate when you're managing multiple entities.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. While we don't expect this feature to be on the roadmap anytime soon, we'd still like to gather feedback and better understand how customers would use it.
If you're an accounting or bookkeeping practice, similar organisation management features are already available in Xero Partner Hub, where you can organise and manage clients using tags and filters. If that's a better fit for your business, you may want to consider joining the Xero Partner programme to access these capabilities.
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Product Ideas - Search for items already voted on
Search or filter within this product ideas tool for items already voted on.
1 voteAppreciate the feedback on how we could improve these forums for your use, Vince. It'd be great to get more understanding of how being able to filter by vote would help you.
Right now, form within a forum or category there are a few sort options including Hot ideas, Top or New.
Top will sort all ideas within that forum or category by most to least amount of votes. Appreciate, there is no way to do this from search atm though.
If you can share any further details of why this would be helpful we'd love to hear it. Thanks
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