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Customer ideas for converting to Xero, navigation and organisation set up

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119 results found

  1. 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 concerns

    The old blue and new blue can be seen together in the hep chat.

    1 vote

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    1 comment  ·  Settings  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  2. 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 concerns

    The old blue and new blue can be seen together in the hep chat.

    2 votes

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    1 comment  ·  Homepage  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  3. 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 vote

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    0 comments  ·  Settings  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  4. It would be really great if we could import checks into the check registry for those of us in the US doing a setup/cleanup/conversion, especially one that includes multiple years of data. All we would need is an IMPORT button on the Check registry screen that would work with the standard CSV import file.

    1 vote

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    0 comments  ·  Import  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  5. A view-only option for sales invoices and customer records; similarly for bills and supplier records.

    1 vote

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    0 comments  ·  User permissions  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  6. We are currently experiencing an ongoing workflow issue when a client has an outstanding invoice and further work is being completed.

    Although a note can be added to the front screen or within the client notes section, we believe a dedicated “lock” function, similar to the existing tax return lock, would provide a significant benefit to our practice workflow.

    The proposed lock function would prevent work from accidentally being completed for clients with outstanding invoices, while still allowing the client to remain active and visible within Practice Manager. This would ensure that all work in progress (WIP) and outstanding invoices…

    1 vote

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    0 comments  ·  Navigation  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  7. 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 vote

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    0 comments  ·  Navigation  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  8. I want the ability to attach a copy of the statement to the Bank Rec Period for each bank account.

    1 vote

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    0 comments  ·  Navigation  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  9. So now that Files has been moved to the Accounting tab, I have to remember to find it. It would be great if the Menu items at the top of the page could be slid around in the order of importance, hidden from view or an additional menu item created called Bookmarks where my favorite links were all in one place.

    1 vote

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    0 comments  ·  Navigation  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  10. 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 vote

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    0 comments  ·  Login  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  11. Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.

    16 votes

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  12. It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.

    1 vote

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  13. 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…

    30 votes

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    5 comments  ·  Login  ·  Admin →
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    Hi 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?

  14. Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.

    10 votes

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  15. As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.

    It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.

    8 votes

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  16. It would be nice if My Xero could allow sorting by the number of unreconciled transactions. Being able to sort by the number of comments would be nice too

    3 votes

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    1 comment  ·  Navigation  ·  Admin →
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    Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?

  17. 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

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  18. 4 votes

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     ·  1 comment  ·  Navigation  ·  Admin →
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  19. 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

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     ·  0 comments  ·  Navigation  ·  Admin →
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  20. 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

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