53 results found
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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.
8 votesHi everyone, thanks for feeding back to us here. I'm pleased to share and as you may have noticed we released a change a couple of weeks ago, so within User settings invited users are now listed alphabetically. Thanks again.
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User Role - Permissions - Allow Standard Users to have access to Payables and Receivables Reports
Allow Standard Users to have access to Payables and Receivables Reports. MYOB allows you to allocate which report categories users have permission to. We are new to Xero and are surprised that if you allocate 'reports' permission (view and rerun reports) to a Standard user they can see ALL reports (including financials) and not just a chosen category of reports.
1 voteHi Samantha, thanks for sharing your feedback on this. Having more control over which reports team members can access could make managing permissions much more straightforward.
We’re happy to confirm that this idea is now delivered. Reporting permissions now allow more specific access to sales and purchase reports, and more flexible control. You can read more about this on our support article.
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JAX access approved by admin not subscriber
We should not have to contact our accountant (subscriber) to verify our organisations agreement to use JAX. An organisation admin should be able to do this.
2 votesThanks for sharing and feeding back on how we could improve your use of JAX 😁
Listening to feedback from our customers we understand JAX is most useful when it’s easy to find and use, without extra setup.
This in mind - JAX chat is now available to all Xero customers by default! This means that:
- More people in your business can get quick answers and insights from your Xero data
- You don’t have to manage a separate “opt in” for your organisation
- You can start using JAX as soon as you’re ready, simply by opening it and accepting the terms
We appreciate hearing about the changes that can make a difference for you here in Product Ideas.
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Homepage - Show bank icon/logo
Bring back the Bank logo/icon on the new dashboard next to the bank account
1 voteHi there 👋 thanks for sharing your feedback on the homepage here. We're aware of a recent issue that was causing some banking logos to not appear on the Homepage. Our product team did make a recent update which should have resolved this for you, however if you're still finding any issues with your banking logo not appearing, we'd recommend raising a case with our Xero Support team to take a closer look to investigate. Thanks !
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Homepage - Display the total dollar value of "Awaiting Approval" bills at the top of the Bills widget
In the "Bills to Pay" widget, include the bills "Awaiting Approval" $value at the top of the widget, in bigger font, so it's more visible
2 votesHi Geoff, returning to your idea here I'd like to share an improvement we have released that can help improve your view in the Bills to pay widget on the Homepage.
You can now resize this widget to make it smaller, and you also have an option once you've saved the smaller view to remove the chart. This'll shift the Awaiting approval amount up and provide more visibility. 🙂
Thank you for sharing back on how we could improve this for you.
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Product & Services - List of invoices/bills
Products & Services - great we now are able to give users access to view/edit etc but can we also give them access to the list of sales/purchases for each product that shows below the product information. Not sure why this does not show when the user also has access to create sales invoices and purchase orders.
3 votesHi Community 👋,
We've updated permissions so that users with Invoice only - Approve & Pay(sales & purchases) access will also be able to see the sales and purchases transactions on the product page.
Thank you for your feedback on this here 🙏
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Homepage - Link to Drafts at top of Invoice and Bills widgets
What a ridiculous page the new layout is. I tried to add a new bill to Xero, I went back to the NEW layout Bills to pay - nothing added, I tried again still nothing. I have to scroll down to find the draft bills at the bottom of the widget. More efficient NO, time consuming YES what a waste of space this new layout is. Wouldn't you think you'd have the Draft bill under the ones already approved not way down at the bottom. It's the same with the Invoices waiting for payment they are right at the bottom.…
72 votesHi community, I’m pleased to share that this change has now been released, along with a few other Homepage updates we wanted to let you know about.
You can now resize all of the following widgets:
- Invoices owed to you
- Bills to pay
- Net profit or loss
- Tasks
- Cash in and out
- Chart of accounts watchlist
For the small size of the Invoices owed to you and Bills to pay widgets, the figures are now left-aligned to make them easier to read and click through to Drafts.
You’ll also now see an option in the three dot menu to toggle the chart view on or off.
Thanks again for your input and for sharing how this change would improve your Homepage experience. 🙂
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User roles - Allow Products and services as an optional user role
I have managed to do invoice only - approve and pay so that my staff can see all sales, purchases, sales orders and purchase orders but cannot see the banks accounts, however they now cannot see products and services which they need to
2 votesHi Amy, thanks for raising this here. You can assign Product and services permissions to users with the invoice only and read only roles. I've attached a link to our Xero central idea here for further review. If you require further assistance with this, please do not hesitate to reach out to our support team! :)
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Quotes - Ability to add and edit full contact details while creating a quote
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote…
10 votesOoh yes! Thanks for the comment here, Zac.
This past week we released an update so Quotes now use the same contact model as invoices 😁
Within quotes when you add a new contact you'll be given the option to add extra details and save these to the contact record. Similarly, from the edit view you can click on the Contact and select Edit to enter your contacts details including;
- Contact name
- Country, Area & Phone number
- Delivery address
- Billing address
We really appreciate hearing how this functionality would be highly useful in the quotes flow. Thanks for supporting in this here.
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Homepage - Change font size and bolding
The fonts for the balances are too thin, i feel like they need to be a bit smaller and at least a little bold, this is a very thin line and hard to read.
25 votesHi everyone, we thank you for your feedback around font sizing and the points you've shared around your experience with the new homepage here.
Recently we made an update to improve the readability and and help when quickly scanning key balances on the homepage - We've released changes to increase the weight and stat colour of font, to help key numbers stand out on the page, so you can quickly spot important balances at a glance.
Thanks again for feedback here and helping us continue to make changes to improve your use of Xero.
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Homepage - Ability to remove graphs for invoices and bills
Please include the option to turn off the graphs for the 'invoices owed to you' and 'bills to pay'. I know people might like seeing the visual, but I just want to see the dollar value, and the graph just makes the widget too big so I can't see the other things I want to see at a glance. Thanks.
82 votesHi team, I’m back with an update as the option to view a chart for the Invoices owed to you and Bills to pay widgets has now been rolled out.
This also comes with an update to resizing - If you’ve selected the Small size option for either widget, you can now toggle View chart on or off from the three-dot menu in your saved Homepage view.
Check out my screenshot for a quick look.
Thanks again for taking the time to share how this change would improve your view. Your feedback helped shape this update. 😊
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Homepage - Remove app recommendations
How do I remove the ads from the Homepage? If I wanted extra widgets I would go looking.
If the product is missing features then Xero should be implementing them as part of the base package if I am paying a subscription.
20 votesHi team, with many businesses with needs that extend beyond Xero's features and services the app recommendations on the homepage make it simple for organisations to understand and explore apps that can extend their ecosystem and easily integrate their data with Xero.
However, we totally appreciate why some customers would prefer not to see this on their homepage and did add a button so you can 'Hide' this section completely.
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Homepage | Profit & Loss - Common date selections (like report)
Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.38 votesGood news team! This change has now been released.
I've included a screenshot showing the full selection but you'll now find more common date selections available from the Net profit or loss widget like current month, quarter and financial year as asked here 😊
Thanks again for engaging with us about this here in Product ideas.
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Navigation - Ability to hide recent organisations
When working in Xero during client meetings or on shared screens, the main menu prominently displays a list of recently accessed organisations. This exposes other client names, which is a confidentiality issue. The previous interface allowed this list to be collapsed, preventing accidental disclosure of sensitive client information.
Bring back the ability to minimise or hide the “Recent organisations” section—either as:A collapse/expand toggle (as previously available),
A user profile setting to disable the list entirely, or
A privacy mode that hides client names on demand.
4 votesQuick pick up there, Murray! 🙂
This update just rolled out today - As noted it's now possible to collapse and expand the recent organisations list so you can hide this if preferred. It's worth noting that the ability to collapse and expand is only available where you have access to 5 or more organisations.
Currently the default is to show as expanded showing the last 4 orgs you accessed (the 5th is the org you're in at present), with the option to collapse the 'Recent organisation' section. However, your last selected state will be remembered by your browser as you navigate and use Xero. So, while it'll be one extra click to begin, you shouldn't need to do this again, unless you'd like to change the view, clear cookies and cache, or change browsers.
We appreciate the importance of this to some customers and thank you for engaging with…
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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.
2 votesHi Martin, just rounding back to confirm that the new Homepage has now been rolled out to all users. You'll see that the bank account graph is no longer shown and we are also in the process of developing a smaller view for the Invoices owed to you and Bills to pay widgets to allow you to choose the information that's also shown in these. 🙂
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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, thanks for your feedback. Taking on board feedback we made a changed to the order in which the navigation items will be collapsed into the menu when the screen size drops.
We understand the use of search for our customers when working in their org and have made it so that this is the last item that's merged into the 3 dot menu.
This means JAX moves into the 3 dot menu before the Search magnifying glass icon does.
If the screen you'e viewing is small enough to collapse all items, then Search is the first item that can be selected from the drop down.
Also a handy tip some may find - You can use the keyboard shortcut of pressing '/' to open the search in your org.
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Navigation - Favourite more than 20 reports
Unlimited favourite reports on dropdown menu as previously existed.
The new dashboard only allows for 20. It's disappointing that we have less functionality in this area.2 votesHi team, pleased to share that we've had a quick turn around here. We appreciate there are some organisation's that customise and favourite multiple reports and would like these easily accessible from the Reporting menu. We have added the ability to favourite >20 reports and make these available from the Reporting menu.
While there's no limit now to the # of reports you can favourite - for ease of access we'd recommend regularly reviewing and limiting the number of reports you favourite in your organisation.
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Search for an Organisation in Navigation Menu
With the new Navigation menu, the Search for an Organisation will only appear once you have gone into more than four Organisations on the one day - per response from Xero Support:
"Currently, the Search option to swap between organisation only appear if you've recently accessed four or more organisation from your Xero HQ.
So, it may happen that at the start of the day you won't have the search option, but once you have accessed four or more organisation from Xero HQ you will get the Search option."Need to have the Search option available when first login -…
8 votesHi everyone, I wanted to share that our team have resolved the issue that was raised with this idea. All users should find they can view and use the Search option from the blue navigation when wanting to change organisations 😁Again, thanks for sharing with us here!
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Navigation | Search - Auto place cursor when clicked
Please make it so that the user can begin typing immediately upon pressing the Search Magnifying Glass Icon. The new Search Magnifying Glass Icon button for this prototype needs to be manually clicked on twice before anything can be typed in via keyboard due to the cursor not automatically placing itself inside the search box that pops up. This is bad.
10 votesHi team, as you may have noticed we've made an update within the new navigation, and you'll now find that your cursor will automatically default to the Search field when you click on the magnifying glass icon from the blue navigation menu. 😊
Thank you for sharing with us on this idea.
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Homepage - Ability to check tasks
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
68 votesHi team, we'd like to share an update as we have recently released enhancements to the Task widget so you can add your own custom tasks. This feature allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
Appreciate there are other facets to this idea;
- Shared tasks aren't currently possible but I'd recommend joining this idea to stay updated of any progress for this.
- While it's not possible to attach documents within the Tasks widget, we're working on a documents widget at present and you can stay updated about this through this idea.
Thanks for all your feedback and support on this here.
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