320 results found
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Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
User Roles - Ability to assign default tracking options per user
Right now it’s not possible to have users automatically assigned to tracking categories.
We are investigating the tracking scenario, but it looks like additional work having to go into making sure each user remembers to add the relevant codes/tracking categories each time they raise a new quote/invoice/PO.
Is there a way to set this up so that Xero can automatically identify that a user belongs to a particular department (e.g. Sales / Accounts ) and the relevant tracking codes will be applied? Similar to how when we set up a new contact on Xero with particular defaults (re. currency or…
6 votes -
User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
6 votes -
Organisation Details - Add Instagram organisation field
As an Xero customer, I would like to be able to add Instagram as a contact field within organisation details, so that I can easily direct customers to my Instagram page.
Instagram is becoming more popular than facebook, twitter and websites for certain industries.
6 votes -
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 - 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?5 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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Xero search - Ability to copy an invoice no. without deleting spaces.
In the general search field at the top right, it would be very helpful if the search also work with a space or a few spaces at the beginning. Because if I copy an invoice number in the field I always have to delete the spaces first before the search works - it's annoying.
5 votesHey there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed the idea and now it's up to the community to get behind 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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Dashboard | Watchlist - Customise at the user level
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.
5 votes -
User Roles - Ability to filter and sort list by roles and permissions
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.
5 votes -
Dashboard - Add Business Snapshot widgets
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???5 votes -
User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
5 votes -
Import Accounting Data
Given there is an option to 'Export Accounting Data' in 'General Ledger format', why is there no corresponding facility to Import in 'General Ledger Format '? I have a client with many problem transactions locked by accountants. The solution is to start again with a copy of the accounts, which involves splitting the exported data into several different import templates.
5 votesAppreciate wanting to make the process of setting up a new Xero org, especially in the scenario you've mentioned as simple as possible, Kevan.
While this may be something we look at longer term I want to be open that we don't have any plans for a single import across all areas of Xero right now.
There are third party app partners available through our Xero app store that you may like to engage if you'd like help in this migration and set up process.
We'll keep getting a sense of community interest from your idea here and share if there are any updates planned.
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Cash In/Out Graph - Ability to remove
Can you please add functionality to permanently turn off cash in/out graph for those of us who find it irritating
5 votesHi Luise, while not at a user level you can Edit the Dashboard in an organisation to remove the Cash In and Out graph. You can also move the placement of the widget on your Dashboard so it's not in primary view.
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Dashboard - Deposit option from the + dropdown in the Menu banner
Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.
5 votesWe appreciate the idea here, and will continue to track the interest in this. However, at this time we don't have plans for developing the ability to create a batch deposit / make a deposit from the blue navigational header, or the Dashboard in Xero.
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Email Settings - Contact Name Placeholder to include additional person
It would be great if the Contact Name placeholders could populate the name of the individual person receiving the email rather than just the primary person for a contact.
ex. I have a contact name for a child with the primary person being Parent 1 and additional person being Parent 2. Would love if the Contact Name placeholders could address the email to each Parent 1 and Parent 2 independently instead of just addressing Parent 1 in both emails.
5 votes -
Multicurrency - Make transaction FX rates available to the API
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates historically from XE.com.
We…
5 votesHi Brendan, appreciate the detail provided along with your idea here. We have a separate community forum where you can log ideas related to improvements for Xero's API. While they have a few ideas around exchange rates what you've raised doesn't appear to have been requested yet.
We'll close the idea in this forum but you're welcome to copy and paste your detail from this to create a new idea in the forum there where others interested can join and we have experts that can keep you updated of any changes surrounding this. Thanks
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User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out5 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes -
Dashboard - Add aged debtor watch list to Dashboard
It would be good to have the ability to add a customer watchlist to the dashboard so that businesses can see when customers have overdue invoices or reached their credit limits so credit credit control can be improved. I personally don't like the email reminders as that doesn't work for our business model so I feel like a watchlist on the dashboard would be good.
5 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes
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