427 results found
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Permissions - Draft purchases with access to Purchase reports
There needs to an option in user permissions that allows a user to create purchase orders, bills & credit notes, but not approve them. They also need view the chart of accounts so they can see which account to use, and be able to view purchasing reports (but not edit them!)
Currently, we have to set a user as "Standard" to allow them them to create a purchase order or bill, but that automatically gives them permission to approve. We want to restrict approval to a higher lever
1 voteHi Kevin, not exactly the level to which you're asking here, however rather than Standard access it sounds like Sales and purchases would allow a little more restriction while still providing access to the areas needed.
With the Sales and purchases role a user will be able to enter sales or purchase transactions, and you can also select to give them access to Purchase reports specifically.
With this role a user won't be able to access the Chart of Accounts, however within transactions they would be able to select the account and view accounts in the chart of accounts.
We don't have plans for this specific level of access right now, however we're continuing to evolve our permissions across Xero and will keep an eye on the interest this builds here.
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engagement
Attach engagement letters to quotes and collect electronic signatures
It would be helpful to attach an engagement letter when sending a quote to a new client in Xero, with the option for the client to electronically sign the letter as part of accepting the quote.
For accounting practices, accepting a quote and signing an engagement letter are both essential steps in onboarding a new client. Bringing these steps together would simplify the process for both the practice and the client.
Ideally, this feature would allow us to:
Attach an engagement letter to a quote and mark it as requiring a…
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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Jaxのテキストを送信をcommand+enterで送信にして欲しい
Subject: JAX sends incomplete messages when typing in Japanese (IME Enter key issue)
Summary
In the JAX chat panel, pressing Enter sends the message immediately. For users typing in Japanese, Chinese, or Korean, Enter is also used to confirm character conversion in the input method editor (IME). As a result, JAX sends my message the moment I confirm a word, often in the middle of a sentence.Steps to reproduce
Open JAX in Xero.
Switch the keyboard to a Japanese IME (macOS or Windows).
Type a sentence and press Enter to confirm the kana-to-kanji conversion.
The partial, unfinished text is…1 voteReally appreciate the detail and framing of your idea here, Shinsuke. I've shared your feedback with our team and will keep you updated of any news.
In the meantime, I'd recommend sharing your idea with any colleagues that would also find this useful, so they can vote on this too. 🙂
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Homepage - Dedicated monthly turnover/revenue widget
It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.
At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.
Ideally this would show:
- Turnover/revenue for each month
- Year-to-date turnover
- Comparison with the same period last year
- Optional monthly or annual sales target
- A simple graph showing the trend over time
For…
1 voteThe main request here is for a dedicated monthly turnover graph that compares revenue over time. A visual summary could make it easier to monitor growth and identify changes in sales performance at a glance.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which comparisons would matter most to you.
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Quotes - Confirmation Notification for Client
Recommend building in a confirmation notification and downloadable copy of the acceptance of quotes.
There's currently no way for clients go back and track the status of quotes.1 voteThanks so much for taking the time to share this idea with us. We understand how helpful it would be for clients to receive a clear confirmation after accepting a quote, have a copy of that acceptance, and be able to keep track of the quote status.
We’ve now opened this idea up for votes and comments, so other Xero customers can show their support and share how this would help them. The feedback we receive helps us understand how important the need is and what would be most useful to include.
Thanks again for helping us improve the quotes experience! 👍
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MFA - Allow Multi-Factor Authentication via SMS
I would propose that Xero use Text Messages as a MFA. First, it is much faster than email (secondary email) and it works in the presence of any Apple device (iPhone, iPad, MAC computer, Apple Watch). The Authenticator app is iPhone app and the iPhone is not always present/available. Almost all of my service providers use "texting" for MFA.
1 voteThanks for sharing this suggestion. Having the option to receive Xero MFA codes by text message could make login more flexible, particularly when working across multiple devices.
For now, users can continue using supported authenticator apps or a backup email address for verification.
I’ve moved this to Gaining Support so we can continue gathering feedback. If SMS authentication would improve your workflow, add your vote and let us know.
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History & Notes - Expand User access History, time tracking duration, and date filtering
Improve User History.
Allow History to show more than current number of entries (at least a month)
Even better - make it like reports where to can select option like Day/Month(s) etc
Also include the time of duration the user is in the account.This would allow owners to keep track of user's access account, including time duration for invoicing purposes. This would allow to go back to past accesses if there was any dispute etc regarding access.
1 voteThanks for sharing your feedback here. We appreciate the request for a more comprehensive way to review user activity across an organisation.
At present, History & Notes report can show recorded actions and timestamps, with the ability to search for specific date. However, this report does not show duration of when a user is active in Xero.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your organisation, add your vote and tell us what information or filters you’d expect from an improved User Access History view.
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Financial settings - Tax terminology to be driven by region e.g VAT v Tax
It would be good to have consistent terminology for VAT settings and drop down cells. System seems to flip between words tax and VAT.
1 voteThanks for sharing this feedback. We understand the request for VAT terminology to be used consistently across settings and dropdowns in regions where VAT is the relevant tax terminology.
A more consistent interface could make it easier to navigate tax settings and understand the fields being used during data entry.
I’ve updated this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, add your vote and share your use case.
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Homepage - Include Purchase Orders awaiting approval in the Tasks widget
Our CEO loves having the new Tasks widget so she can easily navigate to the bills awaiting approval. She checks the list regularly so things get approved much faster.
I have to tell her when there are Purchase Orders awaiting approval though, and she then needs to navigate to the right spot. It would be much more efficient for these to show in the task list please.1 voteThanks for bringing this suggestion to the community, Clare.
Having Purchase Orders awaiting approval included in the Tasks widget could make it easier to manage approvals from one place and reduce the need to check the Purchase Orders list separately.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful, share how you’d like these approval tasks to appear.
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Dual login for partners/BAS Agents
Dual Login option for Partners
Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.
This will allow agents to view client BAS for clients they are not the BAS agent for.
Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.
This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.
1 voteAppreciate you raising this, Renee.
We understand the ask for dual login feature where BAS agents/partners can switch to a profile without agent credentials.
As a clarification, clients can connect their Xero organisation to the ATO as business users, after which BAS agents and partners with the appropriate access can view the client's BAS from within the organisation. A separate client login isn't required for this workflow.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if a dual login option could help with other account management needs and let us know more about your use case.
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Xero Central | Profile - Option to sync profile picture with Xero blue avatar or remove from Xero Central
Currently, you can't change your profile picture in Xero Central - which is bizarre, because you can change it in the "My Xero" profile.
Therefore, in the spirit of "one ledger", surely profile pictures entered manually in My Xero profile should sync your Xero Central profile.
1 voteThanks for sharing this suggestion, Hayley. We understand the request for more control over your profile picture in Xero Central, including the option to sync your Xero profile picture or remove it and return to the default avatar.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your experience, add your vote and let us know how you'd like your profile picture to work.
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Search - Ability to create and autofill new contact based on search
It would be great if the search option would allow you to click an "add new contact" option if the contact you searched for was not found to smoothly link including the name you input into the appropriate field, without having to go out of search and start from scratch.
1 voteAppreciate your feedback and how you'd find being able to create and autofill a new contact based on search terms could save you time, Georgina.
We'll start getting a sense of the wider interest from the community in this idea. If there are any updates for this I'll let you know here.
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Product Ideas - Search for items already voted on
Search or filter within this product ideas tool for items already voted on.
1 voteAppreciate the feedback on how we could improve these forums for your use, Vince. It'd be great to get more understanding of how being able to filter by vote would help you.
Right now, form within a forum or category there are a few sort options including Hot ideas, Top or New.
Top will sort all ideas within that forum or category by most to least amount of votes. Appreciate, there is no way to do this from search atm though.
If you can share any further details of why this would be helpful we'd love to hear it. Thanks
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User Permissions - Update for Advisor role
Advisor role should be higher authority than standard, ie to be able to override locked period transaction without opening the period. Able to build new/custom report, submit BAS.
1 voteHi Dina, thanks for sharing this suggestion. We understand why having the Advisor role provide broader capabilities than the Standard role could be valuable for practices managing client files and completing higher-level accounting tasks.
Currently, some actions still require additional steps outside of the Advisor role, such as making adjustments to locked periods, creating custom reports, or completing certain compliance-related tasks. Having these capabilities available within the Advisor role could help reduce unnecessary workflow interruptions and better reflect the level of access expected from an Advisor user.
We appreciate the examples shared around how this impacts day-to-day practice workflows. I’ve updated the status of this post to Gaining Support so we can continue tracking feedback and gathering more votes.
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Progressive Web App (PWA)
Make Xero a Progressive Web App (PWA)
https://en.wikipedia.org/wiki/Progressive_web_app
Gusto offers this
and many Google apps also
nice feature1 voteHi Douglas, appreciate you sharing how Xero could be a more powerful tool for you. We understand that a Progressive Web App (PWA) experience could be useful for those looking for a more app-like desktop workflow with quicker access and a dedicated workspace.
Xero is currently designed to run through your web browser, alongside our mobile apps, and a full PWA version is not currently on our roadmap. In the meantime, you can create a desktop shortcut using Chrome or Edge to open Xero in its own window, which can help keep your workflow separate from other browser tabs.
I’ve updated this post to Gaining Support as we are keen to continue tracking feedback and gather more insight from the community on how this would support their workflows.
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Find and Recode - Warning that highlights impact when recoding tax type
Find and Recode should not be able to change tax type without fair warnings in Sales Invoices.
This is a risky feature to be used without warning. I have noticed that it doesn't change the sales invoice, which it shouldn't. But surprise was it could change any invoices selected no matter if those were already issued/ paid/ closed etc.
1 voteAppreciate the added detail, Ankit. Understand how an extra warning and drawing attention to the impact a change could make may help some users.
I've slightly edited the title of your idea and we'll get a sense from the wider community here that'd find this helpful (feel free to share with your own client too!)
It's not something we have planned at present, but will update you here if any are made. 🙂
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Homepage | Cashflow - Quick check to report solvency
have an optional widget where you can set up your own quick ratio calculation, so you can see if you are trading insolvent or not, at a glance. The idea would be to tick off the accounts in the chart of accounts that are relevant e.g. bank accs, inventory, debtors, payables... but make the choices entirely the choice of the user
1 vote🌟 Thanks for sharing this idea.
We can see the value in having an optional way to monitor short-term solvency at a glance, whether through a custom quick ratio widget or the ability to run a cash flow report. The flexibility to choose which accounts are included would make this more relevant for different businesses and reporting preferences.
We’re moving this idea to gaining support so we can better understand how many others would find this useful.
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1 vote
Hi Ernie, we understand that being able to view Net Assets in the Account Watchlist would make it easier to monitor your overall financial position from the dashboard.
We’ll continue to track interest to help our product teams understand the value of expanding the accounts available in Watchlist.
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Homepage - Show "No bank feed set up" instead of "Last updated " on unlinked accounts
Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up. Please can we go back to the more meaningful description.
I've been asking new clients to check their bank feed when I should have still been chasing them to set it up. Now they're totally confused.
1 voteHi Della, thanks for sharing this idea. Clear status wording on the dashboard really matters, especially when you are managing clients and keeping track of accounts that need attention.
We hear the need for clearer messaging on unlinked accounts, like showing “No bank feed set up” instead of a generic “Last updated [date]” when there is no connection in place.
We’ll continue to track interest and share it with the relevant product teams.
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Multi-entity homepage showing outstanding invoices/bills and unreconciled statement lines
I am a Xero user (not Practice Hub/XeroHQ) with user access to 33 Xero files. Each day I need to go into each individual Xero file if I want to check what Bills are coming due or outstanding sales invoices. Would it be possible to improve the My Xero screen which shows all the Xero files I have access to to be more like a dashboard showing what is outstanding/due and what tasks are needed across all Xero files. Thanks :)
1 voteHi Jessica, thanks for bringing this idea to our attention. We understand that a single view showing key items like outstanding invoices, upcoming bills, and unreconciled transactions across all your organisations could make it easier to prioritise work and keep on top of daily tasks without switching organisations.
We’ve updated the idea to Gaining Support while we continue tracking the interest and feedback shared here.
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