16 results found
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User permissions update to Standard & Read Only
Standard user to be able to run and publish reports. Standard user to be able to prepare BAS but not submit (current set up), able to lock period but not modify locked period.
Invoice only to be able to see Contacts and activity history in contact. No ability to change financial details.
Advisor role should be higher authority than standard, ie to be able to override locked period transaction without opening the period. Able to build new/customreport, submit BAS.
Currently bookkeeper has to be set in Advisor similar to the senior accountant due to inability to publish reports. Often transactions…
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Workpaper
Currently in the new workpaper, all users can delete others comments/ notes. This should be restricted. We have preparers deleting, editing reviewers' review points.
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.
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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.
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.
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Navigation | Search - Show and select from recent search history
Have the search bar bring up a list of your most recent searches instead of having to re-type what you're after.
3 votesHi 👋 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.
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Allow the Cash In/Out widget to start from 1 March instead of Last 6 months
Allow the Cash In/Out widget to start from 1 March instead of Last 6 months or have an adjustable date, it will allow us to see the cash in/out for this financial year or a specific period, not set for 6 months only
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.
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My Xero - Ability to view Bills, Sales Invoices and Unreconciled Bank Transactions across all Xero files/entities you are a user of
I am a Xero user (not Practice Hub/XeroHQ) with user access to 33 Xero files. Each day I need to go into each individual Xero file if I want to check what Bills are coming due or outstanding sales invoices. Would it be possible to improve the My Xero screen which shows all the Xero files I have access to to be more like a dashboard showing what is outstanding/due and what tasks are needed across all Xero files. Thanks :)
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.
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Address Fields should be populated as in the import fields. At present the address information is just populated into the next field. This
Address Fields should be populated as in the import fields the data was entered. At present the address information is just populated into the next field. This messes up the export of the data. This is a very important failure in data input.
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.
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Xero Login - use windows hello (passcode) to log in
Hello, would love the option to use windows hello (passcode) to be able to login instead of using 2FA
6 votesHi 👋 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.
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Organisation settings - Ability to set calendar weeks to start Monday
To be able to globally set the entire Xero platform to week start on a Monday
3 votesHi 👋 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.
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Copy Bill to Invoice, including all lines and look up Sell Price from Products and Services
It would be helpful to us if we could enter a bill into Xero, submit it, and then have the option to copy all the line details of that bill to an invoice, using the Sell Price in Products and Services (if they exist as items in the catalogue).
Some of our customer transactions are literal 'we buy in, add mark-up, and sell on' and we currently have to enter both a bill and a separate invoice to achieve this. Being able to take a bill and copy it to a draft invoice, ready for adjustments, would be very useful…
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.
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Be able to remove yourself from expenses only
Users who only have access to expenses should still be able to ask to have their permissions removed. It is ridiculous that I have access to a company expenses dashboard that I shouldn't because I don't know the subscriber and can't remove myself.
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.
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user permissions
I recently noticed that all Standard Users in Xero are able to edit the settings on a client subscription. Is it possible to make this permission optional, so that the subscriber can decide whether or not to grant staff access to these settings?
2 votesHi 👋 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.
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Organisation setting page collapsible headings
The Organisation settings page should have collapsible headings, similar to the Reports page, for clear, concise, and faster access to settings.
Currently, the new look of the organisation settings page is a large step backwards. It is difficult to quickly find and select a setting area that is not part of the shortcut menu options in the new look homepage/menu rollout.
The current organisation settings page is an exercise in excessive scrolling abilities to find the setting you need to access quickly.
The old (clunky-looking) Basic Settings listing and the Advanced Settings listings were a faster and better layout to…
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.
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Limiting self-approval in XeroMe
I have read the Xero feedback that multiple approval levels in XeroMe expenses is not on the roadmap (disspointing) but I would like to make a case for a specific situation. I have team managers that can approve other expenses, but they should not be able to approve their own expenses.
Can we please have a check box, or option, that if someone is granted approver status, that they should or should not be able to approve their own expenses? Everyone needs a reviewer, but as it stands, if someone is granted approval rights, that individual can approve their own…
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.
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allow "invoice only" users to post to xero from orderwise
I would like a member of staff to be able to post to Xero from our Orderwise ERP software when I am away, so that I can have a holiday where i don't have to log in to Xero and Orderwise every morning. It is not currently possible as she has "invoice only" access. which works for everything else she does, but will not allow her to post from Orderwise to Xero. I don't want to give her access to the bank accounts so I'm stuck. Please consider making a change to user permissions to allow this 3rd party posting…
2 votesHi 👋 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.
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Login - Use backup email or phone for confirmation of suspicious login
you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.
7 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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