288 results found
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XPM - Allow bookkeepers to sign up without TPB registeration
The current signup process, while being advertised for bookkeepers actually requires a registration with the TPB as a tax or BAS agent, however pure bookkeepers categorising transactions and doing account reconciliations have no need to lodge BAS' and hence no reason to obtain a BAS agent number.
This oversight prohibits bookkeepers from signing up to the partner program and growing the platform.
A simple "do you intend to make lodgements for your clients - yes/no" button before the "BAS agent number" input field would suffice.
2 votesAppreciate you sharing the idea here Hamish. bookkeepers can’t sign up for the Xero partner programme without BAS/TPB registration at the moment. We understand this may not be useful for people who do not want to register for Tax. We'll open this idea up to the community so we can gain some support on it. In the meantime,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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Homepage - Icons for shortcuts to features
Create a "widget" with a customizable icon shortcuts to have it where you can click on one button and get you to where you need to go instead of navigation through menus. Have a way to only show which icons appear. For me, it would be "invoices, expenses, refunds, chart of accounts, and inventory". See the attached mock up of what I'm talking about. It would be so nice to have shortcuts right there on the homepage.
2 votesAppreciate your feedback and great visual understanding with your mockup there, Chris. Totally get it's not exactly what you're suggesting here but just as a highlight around shortcuts there are a few that can be used anywhere in Xero to help you quickly navigate to some features such as '/a' to get to the all bank accounts screen, or '/e' to go to all employees 😊
We'll get a sense of interest building for homepage icons through your idea here.
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Onboarding - Add Xero to the list of "What tool are you currently using to run your business"
When creating a new organisation, there isn't an option to choose Xero from the dropdown list of "What tool are you currently using to run your business". I'm migrating from one org to another because of limitations in your PAYE scheme functionality. Right now, a user can't select Xero from the list, which may help you shed light on users who are either running into org challenges or who are power users of your tools.
2 votesThanks for sharing this idea.
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 votes and comments too!
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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 -
Make the Overall cash balance widget available in the web version
We have quite a few bank accounts and it currently quite difficult to see at a glance the total balance across all of them on my dashboard. Frustratingly the exact widget for this is available in the Mobile version but not in the web version. Can you please add it to the web version?
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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Changing Financial Year
Hi Xero Support,
We have already raised a query regarding the change in the current financial year, but it is still showing the previous financial year. Due to this, we are facing issues fetching the required data from Xero.
Please look into this and resolve it at the earliest.
Thank you.
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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Improve User Permissions for Bookkeeping Clients and Restore Published Report Downloads
The new Xero user permissions do not work well for accounting and bookkeeping firms that manage Xero on behalf of business owners.
There are two issues I would like Xero to address:
Issue One: Restore published report downloads for the “Manage Client” role
For existing organizations, the user permissions screen may look the same as it did previously, but the actual permissions associated with those roles have changed.
For example, users assigned the Manage Client role were previously able to view and download published reports. Those users can now view published reports but can no longer download them.
Please restore…
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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Doing Business As, dba, brands
"Doing Business As" is an important aspect of doing business because it allows separation of business and organizational administration as well as important banking, tax and branding functions. Something as mundane as cashing a check at the bank can be done in the name of your registered brand or dba but not if the check is written out to an LLC or Inc. However, there doesn't seem to be a way to make this distinction officially in the Xero software. As an example, my company is X-Ray and Digital Services, LLC but I do business and all my branding is…
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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Allow Sales & Purchases Users to Export Aged Receivables and Aged Payables Reports
Xero has recently improved user permissions so that users with the Sales & Purchases – reports for sales & purchases role can access Aged Receivables and Aged Payables reports without also being given access to all financial reports.
This is a very welcome improvement, particularly for administration staff who need access to debtor and creditor information as part of their day-to-day roles, but who should not have access to sensitive reports such as the Profit & Loss, Balance Sheet or bank account information.
Unfortunately, these users can currently view and run the Aged Receivables and Aged Payables reports but cannot…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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non profit standard setup
Provide a standard setup for non-profits complete with all the correct reporting and terminology. In the age of AI this should be standard option for end users.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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User permissions - ability to select more options
It would be great to be able to select/deselect more options under each role if the role isn't quite right.
E.g. I need a user to be able to view all the previous invoices and create new ones but not be able to approve invoices. Neither Sales nor Draft sales roles offer this option.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Backup
When coding expenditure, my farmlands account has a month's expenditure and some transactions need splitting into business or personal. So entering details for a single bill can take an hour. There is no saving of data entered if I get disconnected from the internet although many people have apparently requested this. It was suggested I enter data offline in the Xero app, then synch it when going online, but i cannot do this because there is no option of 'none' in the tracking categories. Is it possible to reconcile a transaction then edit it later? I like Xero because it…
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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User Roles - Restrict Users from accessing Notes & History for contacts *sensitive financial information*
Currently when you grant a user the ability to draft sales and purchases, this comes with the ability for that user to access the notes & history for all contacts. This contains sensitive financial information associated with that contact.
It would be useful to add in to Settings > Users > Permissions to be able to restrict access to contact notes & history as an option across all user permissions.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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user added email notification
An emaill notification of a new user being added to the file plus a history of who added someone the file should be set up as a security to the those who manager users. This audit trail is important to the security of the files and a good backup check.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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lock
Lock Date Message - link directly to financial settings
Adding a hyperlink when you get the lock date error message to take you directly to the financial settings to update this instead of having to navigate there manually.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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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