427 results found
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New invoicing - Don't allow Invoice Only Draft Only user to select Create new item
When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.
Expected Behavior:
User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be…8 votes -
Notifications - Ability to create custom notifications
CUSTOM STAFF / BUSINESS NOTIFICATIONS
This page states I can set up custom notifications in the business section under features and notifications but this is not available in my xero, only 'practice organizations' have these features.
I want to be able to set up notifications or reminders for my staff. For example to follow up a sent quote or other tasks.
Also, I think quotes should have the same reminder system as invoices as I think this will assist with getting quotes accepted.
4 votes -
Notifications - Make audible alerts optional
Please make audible alerts to "messages", tips, etc optional.
I wear earphones and work across multiple devices and it is quite irritating to hear "bloop" when working across multiple tabs.We don't need more vapid sounds in our lives!
2 votes -
Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???6 votes -
Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
6 votes -
Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.19 votesHi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
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Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
13 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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Dashboard - List prepayments separately from "Awaiting payment" list
List prepayments separately from "Awaiting payment" report in Dashboard.
At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.11 votes -
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.
61 votes -
Dashboard - View exceeded credit limit
Hi, It would be great to see customers who exceeded their credit limits on the dashboard. We push sales invoices from third-party app therefore we don't see alerts if someone has no credit limit left. If we could see a list on the dashboard we could act immediately. Thanks
6 votes -
Account watchlist - View current balance of accounts
Dashboard - Account Watchlist to include current balance of account (not just MTD / YTD balances)
4 votesHi team, we appreciate interest in being able to see current balance of accounts in the Chart of accounts watchlist on the Homepage.
Being open this isn't something we have plans for at present but have an eye on interest here. Make sure to share this with colleagues or clients that would like to see this too so they can add their vote.
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Permissions - Auditor roles that allows read only access to everything
We're auditors and some of our clients are having issues around providing consistent access to everything as they don't want us to have read-write access, and we don't want that either. What we'd like is a user class for auditors/regulators which is read only and allows access to everything.
43 votesThank you all for sharing your feedback here on your needs for read-only access across Xero. We appreciate this would be especially useful for auditors and other reviewers.
Our product teams are giving this need close consideration as they continue developing permissions across Xero.
While it isn’t currently in the delivery pipeline, we’ll share any updates as this work evolves.
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Notifications - Screen to maintain settings for notifications
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
15 votesHi everyone, I know it's some time on since our last update and I wanted to confirm here that at this time we still don't have any plans around for a org wide notifications settings page.
However, as noted in my last update you can set a reminder for Activity Statement lodgments.
And a little over a month go we introduced settings within Expenses so you can control the type of notifications you receive when an expenses is submitted, approved and declined. 🙂
We'll continue to keep considering how we can incorporate more controls for notifications as we continue to develop parts of Xero. I'll share if there are further updates around this here. Thanks
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Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
10 votesAppreciate the feedback here. While we don't have plans for adding a button to instantly logout from this inactivity setting we will keep watching interest in this idea grow and share if any changes are planned.
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Practice - Ability to anonymize Staff login
My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.
Ideally, they would be behind the scenes and would just show our practice as connected.
Next best would be showing first name or first and last name, but no email address.
We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.
4 votesAppreciate why you'd like to be able to group some users that are logging into client organisations to perform admin under a single login, however from an audit pov would also need to make sure that actions could be traced back to the individual user.
Being upfront this isn't something we have plans for atm.
It would be good to get a wider interest through this idea, so make sure to share this with others colleagues that would find this useful.
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Manual Journal - Allow standard users access to Manual journal screen
For some reason "standard users" cannot see Manual Journals in the accounting menu.
Please allow standard users to access Manual Journals from the Accounting menu rather than having to go to reports. Its just a time waster.
7 votesHi team, although we'll continue to track interest in this idea we want to be open that only allowing access to manual journals fro. the Journal report is purposeful for Standard users.
It is recommended only users that have Adviser access should post manual journals, which is why navigating to this feature has been a little more restricted for the Standard role to help prevent accidental postings. We don't have any plans to change this in the short term but will keep a watch on the support in this here. Thanks
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User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
18 votesHi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.
Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.
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Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
6 votesAppreciate wanting to make the process of setting up a new Xero org, especially in the scenario you've mentioned as simple as possible, Kevan.
While this may be something we look at longer term I want to be open that we don't have any plans for a single import across all areas of Xero right now.
There are third party app partners available through our Xero app store that you may like to engage if you'd like help in this migration and set up process.
We'll keep getting a sense of community interest from your idea here and share if there are any updates planned.
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Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
16 votes -
Demo Company - Clear all, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
22 votesHi everyone, thanks for sharing this idea and engaging with us on this in Xero Product Ideas.
We can see the value in making the demo company more practical for testing, especially in being able to have greater control over clearing data, managing resets, and using a more relevant set of information to validate changes with confidence.
We have intentions of developing this area, and while this specific idea's not been roadmapped at this time, it's been highlighted and will be carried forward for thoughtful consideration in product planning.
If there are any updates we'll be sure to share with you all here.
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