427 results found
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Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesHi team, coming back across your idea here I wanted to share a new AI tool that we've launched that is currently in beta Just Ask Xero (JAX).
Currently JAX can automate some tasks and answer your questions ab out using Xero. We're continue to develop on JAX capabilities so you can stay up to date with what's coming next with JAX through our releases page here.
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Login - Reduce graphics
Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.
The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.
And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.
How about a cut down appearance option like back in the DOS days?
But before doing that fix all those other niggly problems that annoy me.
2 votesHi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.
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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.
2 votesHi Laura, thanks for sharing this idea. We understand your outline that contact notes may contain sensitive financial information, and that more granular controls over access to contact Notes & History could help businesses protect this information while still delegating sales and purchasing tasks. This idea is now open for community support through votes and comments, helping us understand the level of interest. We'll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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Permissions - Access to view but not reconcile bank account
Standard User Roles - Toggle ability to reconcile transactions. Would like the option for Standard Users to have full visibility of the bank (Reconcile tab included) but just not be able to reconcile any invoices/bills/spend moneys
2 votesHi there, thanks for sharing this idea about allowing users to view bank accounts and the Reconcile tab without being able to reconcile transactions. Thanks for letting us know how separating visibility from the ability to make changes could help businesses delegate banking tasks while keeping tighter control over financial actions. We’ve opened this idea for community support so others can vote and add context. This will help us understand the broader need and gauge the impact for other Xero users.
We’ll continue to monitor the feedback and engagement on this idea and update the thread if there’s more to share.
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Manual Journals - Approval workflow and permission
Permissions - User Roles to Submit and Approve Journals.
There is currently just an option to "save as draft" or "post" so no approval workflow or audit trail on approvals.
Users should have custom permission to create/submit or approve journals.
2 votesThanks for sharing your feedback. We understand the need for more flexibility around who can create and post manual journals. A dedicated approval workflow could make it easier for teams to delegate journal preparation.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your team, add your vote and share what you'd like the approval workflow to include.
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My Xero - Bulk update lock dates across multiple organisations
It would be great when you have multiple entities in Xero to be able to have a consol which allows high level options across the group. i.e. Shows the companies - locked/unlocked for a specific month. Rather than me having to go into each entity and lock at month end, I would like to go to a single page and select all my entities and a date an lock for that date. Likewise for FX rates in the group - 1 page with the FX rates for the group, this would help eliminate the variances that occur on entering for…
2 votesThanks for sharing this. We understand the ask to bulk update Lock Dates across multiple organisations.
As this post contains multiple ideas, I've made changes so we can continue tracking the Bulk Lock Date update feature here.
If the other suggestion is important to your workflow, please raise it as separate ideas so we can track the feedback on each one.
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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…
2 votesHi 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
2 votesHi 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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Settings | Keyboard shortcuts - Ability to update shortcuts at user level
kindly introduce the option to edit the custom shortcut keys, according to the user's choice.
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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New Homepage - Widget refresh button disappearing
If you're going to make us refresh every widget manually, don't remove the refresh button when we do. Let's leave it there in case we need to refresh again! We now have to refresh the whole page in order to have the widget refresh buttons return. How ridiculous
2 votesThanks for taking the time to share with us, here.
Refreshing of widgets in the new Homepage is only relevant to organisations with higher volumes of data. You can read more about this and recurrence of updates in our update on this idea.
When you click the refresh option the button will disappear as data's up to date at that point in time. However, to bring through latest changes (after an hour) or the option to manually refresh the widget the homepage does need to be refreshed.
Though we don't have any plans for changing the behaviour here in the short term, as shared on the other idea - we're always evolving our experience and will continue to evaluate how we can better serve high volume customers. Thanks
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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…
2 votesThanks 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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Home page | Profit or Loss widget - Independent toggle for accounting basis
Please derive the Home page Profit and Loss accounting basis from the business setup setting i.e. cash or Accrual.
This issue has been raised before and closed by a naive XERO person with no understanding of how a USER thikns or expects to use the system.
The request by the user is not "existing functionality" as stated by the incorrect Xero staff. Being instructed to leave the homepage, go the the Dashboard (some of us dont need to use those), changing a setting in a Dashboard widget and then come back to the Homepage is not a helpful instruction.
FYI…
2 votesHi Michael, appreciate you re-raising this idea with us and would like to provide some clarification on how Profit or loss widget accounting basis is currently derived.
This is driven by the organisations Report preferences - Report preferences can only be set and changed by a user with the Adviser role in the organisation so if you do not have this permission you would need to contact another user who does.
Understand there is also the request for having an independent toggle that can be actioned from the Homepage and we will continue tracing interest for this here.
In terms of how the idea forums statuses work - When a post is moved to Existing functionality, or Feedback comments and votes are turned off however if you disagree or would like to provide feedback about the response there is an option within the email update you'll have received so you…
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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.
2 votesHi 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?
2 votesHi 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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Homepage - Include the number of billable expenses outstanding in the tasks list
It would be great if the number of billable expenses - outstanding (as per the report of the same name) could be included in the tasks widget - ie expenses to be oncharged. Currently I have to run the report to check if there are any oncharges to complete, but it would be great if I could just see the number on the list. We use this feature for almost all of the organisations we look after (20+) and it would save time and ensure we are oncharging more promptly.
2 votesThanks for your feedback on this and sharing how this would be useful to your flows, Lisa. We're taking feedback about this widget on board and considering what additional items would be most useful to customers. I'll be sure to share any updates if there is progress for adding billable expenses to this view.
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Contacts - Bank Sort Code | Add hyphen
XERO is the only system I know which does not automatically add the hyphen between the numbers. e.g. 00-00-00 Instead XERO goes 000000 and you have to add 2 hyphens. This would just be nice!
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We'll open this idea up for the community to share their thoughts and vote on it. We'll monitor this space for more traction. Cheers.
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Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown…
2 votesAppreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
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Homepage | Widget for recently paid bills
Could we have more widgets to add - recently paid bills would be great
2 votesThanks for your feedback, Paul. Good to hear the different details that our customers would find most helpful at a glance. While we don't have plans for adding a recently paid bills widget like the invoices one just at this time we'll start to track interest in this here and I'll update you if there's any news.
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Homepage - Show recent payments received from customer
Widget - Recent Invoice Payments.
Show payment value from customer rather than individual invoices. Recent Payment Received would be more helpful than 5 x £10 from Bloggs & Co
2 votesHi Sharon, thanks for sharing this suggestion! We understand that seeing payments received from customers, rather than individual invoices, would make it much easier to track cash flow and acknowledge payments at a glance
At the moment, you can use the Bank Reconciliation summary or check invoice History and Notes, but a dedicated homepage widget with aggregated payment values would be more convenient. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
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Homepage - Add app tiles to homepage for easy access
Ability to choose favourite apps and add them either to the top menu bar or the homepage. It will turn 2 clicks into 1 click which seems picky but when launching hubdoc often it would really speed things up
2 votesThanks for sharing, Andrew. Good to know the use you'd find in being able to add an app to your homepage directly for ease of access.
Lets get a wider sense of the interest in this from community here. I'll let you know if there are any plans made.
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