430 results found
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User roles - Limit user from seeing historic data
User role - Limit access to user based on year of transactions. I.e. can only view transactions from 2023 onwards.
7 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
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.
7 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…
7 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
Invoice Editor - Registered Business Name in Footer
"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…
6 votesThanks for sharing this idea with us Joseph, we understand that having the registered business name and address in the footer of the invoice is something you would like see returned to the invoice settings options. This Ides is now open for others to vote and comment on so we can gauge interest from the wider community. I can see that you have raised this wiht our Support team and they have suggested using the DOCX invoice option, however you can also add the registered business name and address to the bottom left of the standard invoice by utilising the Payment Notes section as seen in the screenshot Below. Any updates to this idea will be posted here.
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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
6 votesHi Harvey, 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. Feel free to share this with your colleagues and friends who might find this feature useful. Cheers
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Homepage - Include items to review and drafts in the tasks widget.
Please can bills to review, invoices to review, expenses to review be included on the tasks widget. This was really clear in the old homepage design and now the things to do are hidden among all the bank accounts, which were previously grouped together nicely.
6 votesAppreciate hearing your feedback on this here. I can assure you our teams did a lot of testing with all aspects of the homepage prior to it's rollout however we totally understand there are different views of what information would be most valuable, where. This is exactly the type of thing we're keen to hear and understand the appetite of through product ideas.
Just to confirm, while slightly changed in terms of placement it's possible to view Drafts for Invoices and Bills in their related Invoices owed to you, or Bills to pay widgets.
This is now found beneath the graph where you can click the 'x' drafts text to go straight to the list of draft invoices (or bills).
We don't have any immediate plans for changing the placement of the Drafts link within the Invoices owed to you, or Bills to pay widgets however we'll begin to get…
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Homepage - Negative values in brackets and coloured RED thoughout Xero, not just the Homepage
The only option is for the Homepage - but my suggestion is for the whole system.
Having negative values in brackets and coloured RED - easier to see at a glance. To me that should be a basic feature. Extending that to reports also so there is less filtering etc.
6 votesThanks for sharing your idea about showing negatives in red and brackets throughout the whole of Xero.
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 votes and comments about how they'd like to see this too!
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Navigation - Rename Sales and Purchases to Payments and Receipts
The new tabs are nominated as Purchases and Sales but some of their sub tabs go beyond that. I would prefer to label them Payments and Receipts
6 votesThanks for sharing your feedback on the new navigation, John. Great to hear the changes that would help our customers most.
We'll start to understand the interest from others in community that would also find that terminology more useful from your idea here.
Our product teams are considering all feedback closely and I'll share if there are any updates.
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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???6 votes -
Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
6 votes -
Dashboard - View exceeded credit limit
Hi, It would be great to see customers who exceeded their credit limits on the dashboard. We push sales invoices from third-party app therefore we don't see alerts if someone has no credit limit left. If we could see a list on the dashboard we could act immediately. Thanks
6 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.
6 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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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.
6 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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My Xero - Permanently remove cancelled org from list
Ability to completely remove from the My Xero homepage cancelled Xero organisations. Currently, you can list no fewer than 10 items per page, so if you have say 4 active organisations and 6 cancelled organisations, you are 'forced' to look at the list of cancelled organisations every time you log in, even if the entities have long been deregistered and there is no chance that you will resubscribe to them.
6 votes -
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.
5 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.
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Homepage - Button to reset to homepage default view
Provide an option to reset the homepage to default.
Having messed around with it, I want to go back!
5 votesThanks for the feedback here, team. We don't have any plans for enabling the ability to return to a default / initial state of the homepage, for now we'll keep a watchful eye on the support in this idea, here.
However we have a somewhat related idea that our product teams do intend on exploring further around providing template or view options to help users with basic layouts that you may be interested in joining too.
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Homepage | Bank account - Make Refresh bank feed button stand out
Make the 'renew bank feed' button/message clearer, it doesn't stand out very well on the new layout.
5 votesThanks so much for taking the time to share this, and for calling out how the renew / refresh bank feed experience on the new homepage.
We’ve moved this idea to Gaining support. This means it’s not currently scheduled on our roadmap, but we agree it could improve key banking workflows, so we’re now watching community votes and comments to help us prioritise it alongside other homepage and bank feeds work.
Please keep adding any extra details about your workflow (for example, how often you’re refreshing and how many bank accounts you manage) and encourage others who’d benefit to add their vote — that will help us understand the impact when we’re reviewing future changes to the homepage bank accounts widget.
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Homepage - Widget List format neurodiverse friendly
It would be great to have the option to display the widgets in list form, like the old display.
As a neurodiverse person, I work in lists. With the old version every time i logged in, i would work my way down the list of accounts, ensuring i would finish before moving onto the next. This is particularly important as we have over 10 accounts.
Currently the page feels cluttered and has no flow. I can speak for the neurodiverse community, that it is a struggle to go into the homepage and not feel overstimulated. I can see 6 blue…5 votesThanks so much for taking the time to share this. I really appreciate how clearly you’ve explained the impact the new homepage is having for you, especially around feeling overstimulated and losing the clear flow the previous list-style layout gave you.
I can absolutely see why having a list view would make the experience feel more manageable, particularly when you’re working across so many accounts. Your feedback is thoughtful and specific, and it helps show how important flexibility and accessibility are in this space.
We’re moving this feedback into gaining support internally so it can help build visibility around the need for a list-style option and a less overwhelming homepage experience.
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