121 results found
-
Permissions - Access to view but not reconcile bank account
Standard User Roles - Toggle ability to reconcile transactions. Would like the option for Standard Users to have full visibility of the bank (Reconcile tab included) but just not be able to reconcile any invoices/bills/spend moneys
2 votesHi there, thanks for sharing this idea about allowing users to view bank accounts and the Reconcile tab without being able to reconcile transactions. Thanks for letting us know how separating visibility from the ability to make changes could help businesses delegate banking tasks while keeping tighter control over financial actions. We’ve opened this idea for community support so others can vote and add context. This will help us understand the broader need and gauge the impact for other Xero users.
We’ll continue to monitor the feedback and engagement on this idea and update the thread if there’s more to share.
-
Manual Journals - Approval workflow and permission
Permissions - User Roles to Submit and Approve Journals.
There is currently just an option to "save as draft" or "post" so no approval workflow or audit trail on approvals.
Users should have custom permission to create/submit or approve journals.
2 votesThanks for sharing your feedback. We understand the need for more flexibility around who can create and post manual journals. A dedicated approval workflow could make it easier for teams to delegate journal preparation.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your team, add your vote and share what you'd like the approval workflow to include.
-
User Settings - Ability to update invite user email
Individuals with the ability to manage users should be able to change and update email addresses for users rather than having to delete the user and add again.
3 votesAppreciate how this could save you a couple of steps, Jennifer. This isn't something we have plans for at present but will start to gauge interest from our community in, here.
-
Organisations - bulk update lock dates across multiple entities
It would be great when you have multiple entities in Xero to be able to have a consol which allows high level options across the group. i.e. Shows the companies - locked/unlocked for a specific month. Rather than me having to go into each entity and lock at month end, I would like to go to a single page and select all my entities and a date an lock for that date. Likewise for FX rates in the group - 1 page with the FX rates for the group, this would help eliminate the variances that occur on entering for…
1 voteThanks for sharing this. We understand the ask to bulk update Lock Dates across multiple organisations.
As this post contains multiple ideas, I've made changes so we can continue tracking the Bulk Lock Date update feature here.
If the other suggestion is important to your workflow, please raise it as separate ideas so we can track the feedback on each one.
-
User - Customizable Viewer permissions by feature and tracking category
Viewer permissions - Ability to customize Viewer permission for users. Eg If I want to provide viewing access to only Bills but not for Bank accounts. Also, ability to provide access to users based on Reporting tracking category, this is very useful for not-for-profit organization, where many staff are volunteer and we would like to assign user based on reporting category.
3 votesThanks for raising this, Reshma. We understand the request for more flexible View Only permissions, so access could be limited to specific areas.
I’ve updated the status to Gaining Support so we can continue tracking community interest. What would you want to be able to include or exclude when setting up Viewer access?
-
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 votesThanks for the feedback, Cecily. I've shared this back with our team and I'll update you here if there are any changes in the works for the ordering of users.
-
Dual login for partners/BAS Agents
Dual Login option for Partners
Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.
This will allow agents to view client BAS for clients they are not the BAS agent for.
Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.
This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.
1 voteAppreciate you raising this, Renee.
We understand the ask for dual login feature where BAS agents/partners can switch to a profile without agent credentials.
As a clarification, clients can connect their Xero organisation to the ATO as business users, after which BAS agents and partners with the appropriate access can view the client's BAS from within the organisation. A separate client login isn't required for this workflow.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if a dual login option could help with other account management needs and let us know more about your use case.
-
Lock Dates - Add timed auto-locking feature for lock dates
Please add an option to temporarily unlock accounts. For example, a user could unlock them for five minutes, see a countdown, and have them automatically lock again when time ends. This would prevent users from forgetting to re-lock the accounts and reduce the risk of accidental changes.
(The unlock should apply only to that user, while all other users remain locked out.)3 votesHi Muhammad, thanks for starting this conversation. We understand the request for a temporary lock date unlock that automatically restores the lock after a set time. This could be a useful option for teams that occasionally need to make adjustments after a period has been closed.
I’ve updated the post to Gaining Support so we can continue tracking community feedback. If you have a preferred way for the timer or auto-lock to work, please share it below.
-
Xero Central | Profile - Option to sync profile picture with Xero blue avatar or remove from Xero Central
Currently, you can't change your profile picture in Xero Central - which is bizarre, because you can change it in the "My Xero" profile.
Therefore, in the spirit of "one ledger", surely profile pictures entered manually in My Xero profile should sync your Xero Central profile.
1 voteThanks for sharing this suggestion, Hayley. We understand the request for more control over your profile picture in Xero Central, including the option to sync your Xero profile picture or remove it and return to the default avatar.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your experience, add your vote and let us know how you'd like your profile picture to work.
-
Search - Ability to create and autofill new contact based on search
It would be great if the search option would allow you to click an "add new contact" option if the contact you searched for was not found to smoothly link including the name you input into the appropriate field, without having to go out of search and start from scratch.
1 voteAppreciate your feedback and how you'd find being able to create and autofill a new contact based on search terms could save you time, Georgina.
We'll start getting a sense of the wider interest from the community in this idea. If there are any updates for this I'll let you know here.
-
My Xero - Group client organisations on the organisations list
Bookkeepers and accountants often manage multiple clients, with each client having multiple Xero organisations (e.g. trading entity, trust, SMSF, property entity, or separate business divisions).
Currently, all Xero organisations are displayed in a single flat list within My Xero, making it difficult to quickly locate the correct organisation for a particular client.
Proposed Feature
Introduce the ability to create Client Groups (Folders) within My Xero that allow users to organise multiple Xero organisations under a single client.
2 votesAppreciate your suggestion here, Martha. We can understand how being able to organise your organisations into custom folders or groups on the My Xero page could make it easier to navigate when you're managing multiple entities.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. While we don't expect this feature to be on the roadmap anytime soon, we'd still like to gather feedback and better understand how customers would use it.
If you're an accounting or bookkeeping practice, similar organisation management features are already available in Xero Partner Hub, where you can organise and manage clients using tags and filters. If that's a better fit for your business, you may want to consider joining the Xero Partner programme to access these capabilities.
-
Product Ideas - Search for items already voted on
Search or filter within this product ideas tool for items already voted on.
1 voteAppreciate the feedback on how we could improve these forums for your use, Vince. It'd be great to get more understanding of how being able to filter by vote would help you.
Right now, form within a forum or category there are a few sort options including Hot ideas, Top or New.
Top will sort all ideas within that forum or category by most to least amount of votes. Appreciate, there is no way to do this from search atm though.
If you can share any further details of why this would be helpful we'd love to hear it. Thanks
-
User Roles - Implement granular permissions to restrict users from deleting bank statement or transactions
Remove the ability from certain users to delete bank line transactions.
We need clients to update bank login details etc however we don't want them to have the ability to delete line transactions.
2 votesHi Zak, thanks for sharing this idea. We understand how having more granular user permissions to prevent specific users from deleting bank transactions could help strengthen internal controls while still allowing users to complete their task.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this permission would be valuable for your business, we'd love to hear more about how you manage bank permission across your team.
-
User Role - Allow Invoice Only users to Export Contact List
If a user has access to Invoices and Purchases and they have the ability to change Customer detail the role or an additional role should be to be able to export customer lists details as well as a seperate roll to access the age receivables.
This would give the Debtos managment role full access to follow up on all debtors and be able to update details for customers in bulk.
4 votesHi Rozane, thanks for raising this idea. We can see how being able to export contacts with Invoice Only permissions could help businesses delegate tasks to team members without giving extra permission.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand the workflows where this level of access would be valuable.
-
User Interface - Add custom tooltips to guide users through complex fields and workflows
I would like to see these across payroll, invoicing, etc. - all of Xero. It would be so helpful if admins could add tooltips to things to provide directions/instructions to staff. For example, a tooltip next to the "label" field in expense claims could tell staff what information this company wants in there to make that useful. Integrating tooltips could be a way to log compliance or chosen procedures/use across the platform. For example, putting a tooltip next to the options to add projects in expenses/invoices would help someone log guidance on when a project needs to be associated. Putting…
2 votesHi everyone, thanks for sharing this idea. We understand why having the ability to add tooltips, directions, or instructional notes within workflows could be useful, especially when training teams or guiding users through data entry processes.
The idea is to allow users to add custom guidance alongside fields, helping provide context at the point of entry and reducing the need for separate instructions or follow-ups.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
-
Homepage - Add toggle to exclude opening balances from Chart of Accounts Watchlist widget
In the Chart of Account Watchlist we are wanting to track in year categories that have opening balances. We're changing the Chart of Accounts to make this fit but a toggle to include or exclude opening balances would be really handy so you can choose to see only true in year transactions
2 votesHi everyone, thanks for raising this idea. We understand why having the option to exclude opening balances from the Chart of Accounts Watchlist widget could be useful, especially when using the dashboard to monitor current-period activity.
The idea is to allow users to filter out opening balances from the Watchlist view, making it easier to focus on in-year movements and get a clearer picture of current account performance.
We encourage the community to vote on this idea if you’d find this dashboard improvement useful.
-
User Permissions - Update for Advisor role
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/custom report, submit BAS.
1 voteHi Dina, thanks for sharing this suggestion. We understand why having the Advisor role provide broader capabilities than the Standard role could be valuable for practices managing client files and completing higher-level accounting tasks.
Currently, some actions still require additional steps outside of the Advisor role, such as making adjustments to locked periods, creating custom reports, or completing certain compliance-related tasks. Having these capabilities available within the Advisor role could help reduce unnecessary workflow interruptions and better reflect the level of access expected from an Advisor user.
We appreciate the examples shared around how this impacts day-to-day practice workflows. I’ve updated the status of this post to Gaining Support so we can continue tracking feedback and gathering more votes.
-
Progressive Web App (PWA)
Make Xero a Progressive Web App (PWA)
https://en.wikipedia.org/wiki/Progressive_web_app
Gusto offers this
and many Google apps also
nice feature1 voteHi Douglas, appreciate you sharing how Xero could be a more powerful tool for you. We understand that a Progressive Web App (PWA) experience could be useful for those looking for a more app-like desktop workflow with quicker access and a dedicated workspace.
Xero is currently designed to run through your web browser, alongside our mobile apps, and a full PWA version is not currently on our roadmap. In the meantime, you can create a desktop shortcut using Chrome or Edge to open Xero in its own window, which can help keep your workflow separate from other browser tabs.
I’ve updated this post to Gaining Support as we are keen to continue tracking feedback and gather more insight from the community on how this would support their workflows.
-
Settings | Keyboard shortcuts - Ability to update shortcuts at user level
kindly introduce the option to edit the custom shortcut keys, according to the user's choice.
2 votesThanks for sharing your idea, and letting us know the changes that matter most 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.
-
Find and Recode - Warning that highlights impact when recoding tax type
Find and Recode should not be able to change tax type without fair warnings in Sales Invoices.
This is a risky feature to be used without warning. I have noticed that it doesn't change the sales invoice, which it shouldn't. But surprise was it could change any invoices selected no matter if those were already issued/ paid/ closed etc.
1 voteAppreciate the added detail, Ankit. Understand how an extra warning and drawing attention to the impact a change could make may help some users.
I've slightly edited the title of your idea and we'll get a sense from the wider community here that'd find this helpful (feel free to share with your own client too!)
It's not something we have planned at present, but will update you here if any are made. 🙂
- Don't see your idea?