320 results found
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JAX - Ability to move icon
Move "jax" and the new "Apps" icons into the Company Drop Down on the right hand side so they don't clutter our tool bar and you can go in there and chose to activate them or not.
Give us some choice please - I'm not loving having the search icon so far over now, as it has to make space for these 2, which I will not be using.
p.s. I did sign up for the Beta of jax and the first answer was wrong...1 voteThanks for your feedback, Rachel. I've passed this onto our product team.
We don't have any plans for changing the placement of the JAX icon atm, but it'll be good to get a sense from the community that also feel this way, here. We're keeping a close eye on feedback, and I'll let you know if there's any news to share with you here.
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History & Notes - Give access to Standard user
It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.
1 voteThanks Guillaume that's good context to know. We don't have any immediate plans around this at present but we'll begin to track the appetite here and share if there's any plans made.
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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.
1 vote -
Xero Verify app
Allow MyIR account to be added into the Xero Verify app.
1 voteThanks for your feedback, Johanna. I want to be open, while we'll continue to work on improving the experience when verifying with Xero we don't have any plans to remove the Xero verification process or completely integrate this with other systems verification processes.
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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
1 vote -
Fixed Assets - Allow Standard users to delete Draft asset transactions
Amend the Standard user level to have the ability to delete draft asset draft transactions. If an invoice has been incorrectly entered and allocated to asset account and the information pushed through to draft assets, the standard user, who made the error should be able to correct it. They are able to correct the invoice side of things, but this does not remove it from the draft asset list, and they are unable to delete. Standard users have the permissions to delete draft bills and invoices, and even bank lines and statements.. but not draft assets?
1 vote -
Dashboard: Account watchlist - ability to only show accounts with balance not 0
It would be great to be able to limit the accounts that show based on whether they have a value that is not 0. This would be useful for PAYG Payable, Superannuation Payable, Suspense accounts etc.
Instead of a long list of accounts with 0 balances, it would allow the user to only see the account that have a value.
1 vote -
Dashboard - Ability to export graph of bank account
export graph of bank account - the image of a decreasing bank balance in the form of a graph over a period of up to 6 months is very telling, please could the image already available be accessible as a download so this can be shared with business owners
1 vote -
Hotmail
Please enable Hotmail to be delivered to inboxes not their spam accounts when sending invoices
1 voteHi Aaron, spam filters are determined and set by your email provider. We recommend sharing this article with any of your hotmail recipients that are finding that their invoices are being directed to spam folders. They will be able to update their email settings to add @xero.com and @post.xero.com to their email safe senders list to ensure these get through.
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Permissions - Advisor access available in ledgers for both the Tax and BAS agent practices.
Can you allow both a BAS agent and Tax agent (and the staff of each) to both have "Advisor" access to a ledger file.
As only the subscription holder and their staff can have this currently it limits the functionality of the other practice who also have legitimate need for reporting etc.
1 vote -
Shopify Integration - Confirm Daily payout settlements when importing
Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback
Dear Product Development Team,
Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1
We’ve observed a gap in understanding the timing of these…
1 vote -
MFA - Set up additional options
It would be really helpful to have more MFA options active - to be able to have the option of authenticator, back up email and security questions all active at the same time.
1 voteHi 👋 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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Organisation Settings - Support for Alderney addresses
I would like to be able to update my company address in Alderney. I currently have an Alderney address in Xero but I am unable to update it as Xero is not currently supporting.
1 vote -
File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 vote -
Dashboard - Add a privacy button
Please provide a privacy button on dashboard that can be toggled on / off
Quickbooks does this, why can’t Xero?
1 voteHi Dominique, thanks again for your feedback here. Out of interest as it'll be useful detail to our product teams. What sort of information would you like to be made private if this feature was enabled, yet allow you to continue to work efficiently in your organisation.
Being open this isn't something we have plans for developing at this time but any added information does help when the team are reviewing ideas from these forums in their planning.
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Dashboard - Ability to view NET figures
I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.
1 vote -
MFA - Option to switch between devices in Xero Verify
Changing MFA devices for Xero Verify brings over your accounts but on the Xero Identity Account page, when you attempt to change the device it makes you re-set up the account / code in Xero Verify. Would love to just have a 'change linked device' with a drop down of devices that have Verify attached to the account.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We're keeping an eye on the support for this idea through the forums here, so make sure to share with any colleagues that would find this useful too.
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Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
Xero Accounting app - Option to remove decimals
In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.
1 vote
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