342 results found
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Email templates - Ability to format date placeholders
Feature: I'd like to be able to format the [Due Date] field when it's included in email templates.
Use Case: My standard emails include a line which reads "This invoice will be due for payment by 09 Oct 2023". I have to reformat the date to a more readable style every time.
Basic Outcome: Using standard date formatting you should be able to express the date as "Monday 9 October, 2023" - note that the leading "0" on the date number has been omitted, and also the inclusion of a comma after the month.
Ideal Outcome: The due date would…
30 votes -
User Roles & Permissions - Ability to suspend users
It should be possible to suspend users without deleting them. This should cut off all accesses but should preserve the account /username itself. This is a basic functionality of user access control which is surprisingly absent from Xero. This preserves the user ID incase someone suddenly leaves the company or is suspended from duties for whichever reason.
30 votes -
Organisation Settings - Copy an existing company to create a new one in Xero
It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.
30 votes -
Navigation - Hotkeys / Keyboard shortcuts
Can we add hotkeys for frequently used functions.
For example
Search - Alt + S
Invoice - Alt + I
Dashboard - Alt + D
Bank rec - Alt + B
And etc29 votesWe appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.
Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.
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User Permission - Separate approver roles for both Invoices and Bills
When raising client invoices, it would be good to be able to submit the invoice to a Manager for approval.
When processing supplier bills, it would be good to be able to submit the bill to a Manager for approval of payment of that expense.
In both cases, this would mean that approval details of "who" and "when" would be noted in the History of the invoice/bill without needing to attach a file showing the approval or tracking this outside of the system.
Ideally keeping the Approval role completely separate to the ability to edit the invoice/bill as well as…29 votes -
Organisation settings - Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
28 votesHi team, while not relevant to all areas of Xero atm. As we continue to develop the product you'll find there are many places where teams are beginning to add improvements to behaviours such as Xero remembering your last selection.
For example, in the Products and Services page(Inventory items) if you make a change to the number of items shown, and navigate away from the page when you return this selection is remembered. A couple of exceptions to this is when you change browsers, or if you're using incognito mode or a private browsing page.
We appreciate there are more places across Xero you'd like to see these behaviours and we'll keep you updated of more improvements here.
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Navigation - Move Tax within the Reporting or Accounting menu
I'd prefer to see the Tax Menu consolidated into either the Reporting or Accounting menu. Having more options just adds clutter and unnecessarily overwhelms users.
27 votesHi team, we appreciate the interest from you all on the new navigation experience.
We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.
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Navigation - Add a shortcut to Financial Settings in the main dropdown menu
With the new layout I cannot star the financial settings anymore. please add this to the drop down
26 votesThank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
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History & Notes - Login - Timestamps for login history
Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management
26 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 Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are…
26 votes -
Organisation settings - Ability to set colour of screen and fonts of display.
I would love to be able to adjust background colors and font colors. I find working for several hours in Xero leaves me with eye fatigue and headaches.
26 votes -
Xero Files - Ability for Read Only users to access Xero Files
We would like our auditors / account reviewers to have Read Only access to our accounts in Xero however this does not enable them to view Xero Files, which is where we save our bank statements, etc.
Currently we need to give them Standard Access so that they can have access to the documents in Files, however this also gives them the ability to change the accounts as well.
We would like to suggest the Xero files be added to users with Read Only access.
Thanks,
Maria25 votes -
Multi Currency - Exchange Rate Import and Export
Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.
25 votes -
Dashboard | Account Watchlist - Change the order
On the dashboard, be able to reorder the accounts in the watchlist. At the moment they are shown by default in alphabetical order and can't be reordered.
25 votesHi team, we wanted to share an update as this will be possible within the new Xero Homepage!
You'll find with the new Chart of accounts watchlist widget you'll be able to reorder by any column in the watchlist 😊
You can currently try out the new Homepage in the demo company. I'll be back to confirm when this is live to all users. Thanks!
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User Roles: Restrict access to manual journals
It would be useful if it were possible to restrict the posting of journal entries to specific users.
25 votesHi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
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Log into more than one company
It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…
24 votesHi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
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User role permissions - Control and restrict access to chart of accounts
We use Xero for our Bookkeeping business & would like to invite clients to view only the information pertaining to their individual business records. Right now, anyone who logs in can see every other client’s information, as well as their own.
24 votesHi team, rounding back to this idea here it appears there are a few different use cases being raised around permissions.
From the sounds some would like to restrict access to for users to specific contact records, and we have an idea for this here that I'd recommend joining.
For those that would like to restrict access to specific reports we have another idea around this we'd recommend joining.
I'll adapt the title of this idea for those that'd like to restrict access to specific chart of accounts.
We appreciate interest in each and you're welcome to join each idea you'd like to see development for, and we'll share any updates on each idea respectively.
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User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
24 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
23 votes -
Navigation | Sales - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
22 votesGreat to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.
Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.
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