336 results found
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I have managed to do invoice only - approve and pay so that my stcan see all sales, purchases, sales orders and purchase orders but cannot s
I have managed to do invoice only - approve and pay so that my staff can see all sales, purchases, sales orders and purchase orders but cannot see the banks accounts, however they now cannot see products and services which they need to
2 votesHi 👋 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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Xero Practice Manager Address Details
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now? Bring back the address search function, it's so much less hassle
2 votesHi 👋 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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Xero Subscription - Annual billing
Xero Annual Subscription - 1 yearly bill. Why isn't their an option for annual billing? This would reduce monthly invoice reconciliations for the Xero supplier account to just just one instance. Every bit helps to reduce the paperwork processing... Thanks John
2 votesHi 👋 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 role - Public view ( GDPR SAFE )
I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.
The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…
2 votesThanks for sharing your idea. We appreciate you outlining how a GDPR-compliant view-only feature could support transparency for organisations like block management companies and public sector bodies.
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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XAA - Log each login when using the App
Amazed to discover that a 'login' from the app on a mobile phone using biometrics for example, does not count as a 'login' at all and is classified by Xero as an 'unlocking' event, but this is not logged or tracked at all (that we users can see). So in effect the 'Login History' in 'Settings' is completely flawed. This is also not recognised in 'History & Notes' unless the user actually makes changes. So if they are just in there viewing stats etc. they are invisible. This is really not ideal.
I would like to see app logins included…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.
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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 - 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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Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
2 votesWe've reviewed your suggestion, and it's now open to the community for support. Please share it with any colleagues who would benefit so they can vote and add their comments. Their feedback will help show how this idea could improve their experience with Xero.
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Xero Login - Authenticate with Face ID on desktop
Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.
2 votesHi all, this isn't in our immediate plans, but in the meantime, make sure you share your idea with any colleagues that this could benefit.
They can add their votes and comments here, to share additional detail about how this could improve their own experience with Xero.
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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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Allow for Log Out Times to be Set at the Console Level
When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.
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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!
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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.
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User Settings - Option to update name without changing historical data in org
Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!2 votes -
Login page - Redirect to ReturnUrl if already logged in
Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.
Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.
It…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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User roles - Give users with Invoice Only Access option to change online payments
Our administrator generates our invoices and has Invoice Only Access, we need her to be able to change whether an invoice is paid by GoCardless or not, one of our company owners has to do this at the moment which is an inconvenience, please change so users with Invoice Only Access have the ability to change online payments.
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Xero Accounting app - Organisation Switching in "Share/Context" menu
Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.
I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.
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MFA - Allow setup of Multi-Factor Authentication on first Login
Currently, when you invite a brand new user to Xero who has never used Xero before:
1) on first log in you need to register for Xero & set password
2) on second log in, it asks you to set up multi-factor authentication (MFA)It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…
2 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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