336 results found
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Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
1 voteHi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.
Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?
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User Roles - Allow Read Only users to view imported bank statements
Read Only - Allow viewing imported bank statement
Have it so Read Only users can view imported bank statement, I don't know why this isn't already a thing....
16 votes"Thanks for the suggestion! We’ve reviewed your idea, and it is now ready for community voting. To help move this forward, please share it with your colleagues so they can add their support. The comments section is also open for other users to share specifically how this feature would help them."
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Users - Login history only shows 60 days extend to longer period
I used to be able to sort by login history to see who has been working on which client account. This feature no longer is available it seems. Also, there used to be the ability to see a year's worth of logins, now it's only a few months. Why the change? This doesn't help when we are doing a year's worth of book-keeping for previous periods and I would like the functionality back to what we had in Classic. When using something New, please add and not remove well used and helpful reports and options. Thank you.
BTW, why did…
6 votesThanks for sharing your idea, and letting us know the changes that matter most for you. Currently the History and notes Assurance dashboard shows the date and time for the year. We can appreciate that the Users - login history should show a period longer than 60 days, We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Homepage - Icons for shortcuts to features
Create a "widget" with a customizable icon shortcuts to have it where you can click on one button and get you to where you need to go instead of navigation through menus. Have a way to only show which icons appear. For me, it would be "invoices, expenses, refunds, chart of accounts, and inventory". See the attached mock up of what I'm talking about. It would be so nice to have shortcuts right there on the homepage.
2 votesAppreciate your feedback and great visual understanding with your mockup there, Chris. Totally get it's not exactly what you're suggesting here but just as a highlight around shortcuts there are a few that can be used anywhere in Xero to help you quickly navigate to some features such as '/a' to get to the all bank accounts screen, or '/e' to go to all employees 😊
We'll get a sense of interest building for homepage icons through your idea here.
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Navigation - Add shortcut to Tracking in the Accounting dropdown
When will the ability to add a shortcut to the settings like "tracking category" and "Fixed Assets" to the "accounting" dropdown menu be re-activated like you could do with the old task bar, or is this another case of "we don't care about our customers bookkeeper's productivity being lost" as all the other dropdown menus appear to have all the shortcuts?
3 votesThanks for your feedback on navigation shortcuts. We appreciate you explaining how important quick access to Tracking Categories and Fixed Assets is for your workflow. You should see Fixed Assets within the Accounting menu already. However, you are correct that accessing Tracking Categories requires an additional click and are shown under the Accounting Settings option.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Global search - ability to search for amount including comma for thousand separator
This seems like an absolute no-brainer.
When looking for an invoice or payment, I often copy the amount from a remittance or similar, and it is a frustrating waste of time to have to manually remove the comma.
This should be easy to implement, and would make the user experience smoother seamlessly.
8 votesThanks for sharing your idea, and letting us know how we could improve global search for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
If there are any improvements planned that would accommodate what you're after here, we'll let you know.
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User Role – Enhancement to Invoice Only (Sales) for Payment Management
We are encountering a limitation within the current user roles that is hindering our Sales team’s efficiency in managing customer accounts.
The Issue:
The existing 'Sales (Invoice Only)' role does not provide the necessary permission for sales staff to amend, edit, or delete payments applied to invoices. This is critical for adjusting client balances quickly during the sales and collection cycle.
The only alternative role grants full access, including Purchases/Accounts Payable, which we cannot provide to the Sales team due to internal control policies.
The Request:
To ensure our Sales staff can manage the revenue process without accessing sensitive financial…
4 votesThanks for raising this idea about user role permissions for payment management. It’s a great starting point, and we can see how more granular sales role controls could help with managing access and maintaining internal checks.
This idea is now Gaining support, so it’s now open for votes and comments. If this would be helpful for your team, jump in and share how you’d like to see it work, more examples and context will really help when we look at this in future.
Looking forward to hearing the community's thoughts and seeing the discussion build around this one.
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Lock Date: ‘Unlock for Me Only’ Option for Accountants
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
28 votesAppreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .
We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.
We’ll update more here once we gain more traction.
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Conversion Balances - Warning for unsaved conversion balances before navigating away
I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.
11 votesHi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Ability to rename menus
Please allow non-profits to change the terminology from sales to receipts etc on the new navigation pane. Sales is not appropriate for us . Thank you
1 voteGood to understand the rationale for your idea here, thanks Hilary. Being open we don't have any plans for enabling users to change the naming of menu's, however we'd like to get a sense of the interest in this sort of capability and understanding more of the terminology that most resonates for our customers here.
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Navigation - Search Button has been replaced with AI
Please bring back the search button in the top menu when windows are reduced size.
It has been replaced by the AI button, which is frankly not very useful. Search is used constantly.
Changes like this make Xero decreasingly viable for our employees to use on a laptop.
9 votesHi team, appreciate your feedback on the new navigation and though we don't have any immediate plans around changing the placement of global search we'll continue to track the interest for this here.
While not exactly the solution you're after, to save you clicks you could instead use your key board to type '/' which'll automatically open search for you 😊
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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…
3 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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Onboarding - Add Xero to the list of "What tool are you currently using to run your business"
When creating a new organisation, there isn't an option to choose Xero from the dropdown list of "What tool are you currently using to run your business". I'm migrating from one org to another because of limitations in your PAYE scheme functionality. Right now, a user can't select Xero from the list, which may help you shed light on users who are either running into org challenges or who are power users of your tools.
2 votesThanks for sharing this idea.
Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Navigation | Global Search (magnifying glass) - Coloured invoice status in results
In search since I've used Xero, when searching for an Invoice Number - results would appear and a coloured box with the status - red for Awaiting Payment, and green for Paid. A handy visual meaning I didn't have to actually read the status.
Now in the new Search - these colours have disappeared. Why? I now have to scan up and down and actually read what it says without my visual guide. Xero keeps making changes to make things harder to use, and any suggestions I follow to make things easier for users, even really simple quick fixes, are…5 votesHi Anita, thanks for sharing your feedback about this feature, and how you'd like to see it restored.
Make sure you share this page with any colleagues that this could also benefit, so they can add their votes and comments to the discussion to support this!
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Navigation - Add Tracking Category back to main menu
Please add Tracking Categories back to the main menu, so it can be accessed with one click instead of having to navigate through to settings. Under accounting tools would be fine. Thank you
10 votesThanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
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Navigation | Search - auto close and remove entry
I have seen the new Xero update, and the search bar has changed (only looks and complaints)
1. The search bar stays open, so you manually have to close it, which is slightly annoying.
2. Your search stays in the bar when it is closed. So when you open the bar again to search for something else, you have to delete the original search. If it has been a while since you last searched, you forget, and it can be so frustrating.If the search bar were fixed (actually finding things I were searching for), I wouldn't mind. But this…
1 voteInteresting to get your feedback on this, Jodie-May. It'll be good to get a sense of the wider community appetite in this too. Our teams are paying close attention to the feedback on the new experience and I'll share if there are any updates for you here. Thanks
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Navigation - Access Product & Services from both Sales and Purchases
I think the new menu bar is great as its closer to the original layout from about 9-10 years ago.
But super annoying that I can only access Products & Services via Sales.
All our purchasing is run through Xero, all our sales is run via external POS that we import summary csv, not detail, so no products or services.
Seeing as the new navigation bar is already quite full and having a separate productions option is not visually viable, would it not make sense to have the Products and Services link feature in both Sales & Purchases?
I mean,…
2 votesReally appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
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Navigation - Feature to 'favourite' menu items
Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites
52 votesThanks for letting us know how this favourites feature matters to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would benefit them, too!
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Navigation - Ability to customise menus
New Xero ribbon - can it be amended?
Too much! There are things I don't use or need day to day. "Dashboard" became "home". Ok not great, but okay.
The the "+" icon on the ribbon gives me the shortcut to anything.
Xero has just gone and cluttered it up with stuff I don't need day to day. Like "Payroll" and "Reporting". Anyone else agree/disagree? How can it be amended from the users pov?6 votesAppreciate your feedback, and it's good to understand our different users needs when moving across Xero. Its good to hear that the '+' icon helps you get to most places you need.
I want to assure you we did a lot of user research and testing of the new navigation to ensure it would suit the needs of majority of businesses.
We'd like to continue to get a sense of the interest from your idea but want to be upfront that this isn't something we have plans of enabling any time in the near future.
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Multicurrency - Different exchange rates per bank account
Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.
1 voteThanks for sharing your idea about the option to hold a separate exchange rate against bank accounts in the same currency.
Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
- Don't see your idea?