282 results found
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Navigation - Access Product & Services from both Sales and Purchases
I think the new menu bar is great as its closer to the original layout from about 9-10 years ago.
But super annoying that I can only access Products & Services via Sales.
All our purchasing is run through Xero, all our sales is run via external POS that we import summary csv, not detail, so no products or services.
Seeing as the new navigation bar is already quite full and having a separate productions option is not visually viable, would it not make sense to have the Products and Services link feature in both Sales & Purchases?
I mean,…
2 votesReally appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
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Navigation - Move up practice tools section on main menu
Navigation - Main Menu
Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.2 votesThanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.
For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks
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Navigation - Separate menu for Analytics
Separate the Analytics menu from Reports; removing the needless navigation for a submenu
2 votesAppreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊
Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.
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Dashboard - Show current exchange rates on dashboard
It would be useful to be able to see today's exchange rates on the dashboard - I use information on the dashboard to prepare a weekly report and it's annoying to have to go to another screen to display exchange rates which also form part of my Excel report.
2 votesThanks for sharing this suggestion for the Xero Dashboard. We understand that when you're preparing regular reports, having all the key information in one place can be a real time-saver.
We've reviewed your idea to be able to see today's exchange rates directly on the dashboard. We can see how having this information readily available would streamline your weekly reporting process.
Your idea is now open to gain support from other community members. Along with votes, others who work with multiple currencies can now comment to share how this feature would improve their own workflows.🙂
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Export audit (IAF) files
Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.
2 votes -
Notifications - Make audible alerts optional
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 -
Dashboard - Show difference between total Invoices Awaiting Payment and Bills You Need to Pay
On the Dashboard can Awaiting Payment, Display Current Month and Future as Two Separate Lines. At first glance we want to see what is happening this month, for example are the Receivables greater than Payables this month. Currently the Totals include all future Receivables and Payables. This is difficult especially when Directors are viewing via Mobile, although it's still a problem via PC.
2 votes -
legal name
Would it be useful to have separate fields for Legal Name and Trading Name? This would separate the Legal Name as registered with ABN and the Trading Name used with Customers?
1 voteThanks 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. 🙂
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Group Entities in My Xero
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.
1 voteThanks 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. 🙂
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For US Xero: Correct the documentation for Prepayments.
Your documentation describes Prepayments as "taxable". A "prepayment" in the US (assuming accrual basis) is considered a "deposit" for some future work. The deposit is not a taxable event until the "future work" is completely or partially invoiced, when the sales tax is applied to the amount invoiced. The "deposit" (the "prepayment") paid is merely an amount waiting to be applied as a payment against the invoiced work, in full or in part, and is not in itself a taxable transaction - unless the organization is on the cash basis of accounting. Under the current Xero documentation, it would likely…
1 voteThanks 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. 🙂
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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
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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.
1 voteHi 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.
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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…
1 voteHi 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.
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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
1 voteHi 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.
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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.
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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.
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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. 🙂
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Xero Accounting App - Access to Demo Company
Since its introduction, the Xero app has had a significantly positive impact on my clients, enhancing their overall accounting experience and improving efficiency in managing their finances. I greatly appreciate the value the platform continues to provide.
However, I would like to raise a concern regarding the absence of the demo company feature on the Xero mobile application. Currently, the demo company is only accessible via the web-based platform, which presents a challenge when demonstrating the app’s capabilities to prospective clients using mobile devices.
Having access to the demo company within the mobile app would greatly enhance the ability to…
1 voteThanks for sharing how useful the demo company can be to your clients, Anneline. I've shared your feedback with our product team and will share if there are any updates for this planned. In the meantime do share this with anyone that would benefit and can support your idea here 😊
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AU Tax - Ability to have a Xero portal link to refer to all documents sent for e-sgning
I would like a link to the Xero portal where tax documents are sent for e-signing. Rather than having to find an email with the link to the Xero portal to e-sign tax documents, it would be helpful for clients to be able to simply click a link within Xero to go back to the Xero portal and see past signed documents or anything that is waiting to be signed.
1 voteHi Adam, thanks 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.
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Navigation - Embed a direct launch shortcut or link button to Syft Analytics
Can we get a link to log into Syft? We have a link to Hubdoc, why don't we have a link to Syft now?
1 voteHi Adam, thanks for sharing this suggestion. We understand you’re looking for a quicker way to access Syft Analytics directly from Xero, with a shortcut or link within the navigation to make switching between platforms easier.
I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community. 😊
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