430 results found
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Multi-Factor Authentication: Support for third party push notifications
With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.
Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.
https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match
This would improve the user experiance over the token, but also improve the security overall.
Thanks
Dave36 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support this idea. Make sure you share it with any colleagues that this could benefit, so they can add their vote too!
In the meantime, you might like to use Xero's own authenticator app, Xero Verify, which does support push notifications when you log in.
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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.
34 votes -
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…34 votes -
Homepage - VAT & Corp tax running total
At a glance, a running total of VAT and Corporation tax due. As a small business, this would be very helpful for planning. Crunch Accounting had this on their homepage and it is the only thing i miss about their very clunky system!
31 votesHi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
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Homepage - Ability to download or print
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
31 votesInteresting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
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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…
30 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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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 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…
30 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.
30 votes -
Homepage - Administrative control to manage widget layouts for other users
We have various users from accounts administrator to operations managers and the new home screen will automatically show them extra information they don't necessarily need, as in, the operations managers should ideally have the bills and invoices front and centre and not really each other's credit cards. Also, the profit and loss widget is extremely annoying being there as our management is presented with monthly accrual basis accounts and use a custom P+L that require a large number of journals done so the profit and loss widget is wrong until the journals get done. At the moment, the only way…
29 votesHi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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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
29 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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Homepage - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
29 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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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
29 votesHi team, we appreciate the feedback and why you'd like to be able to look at history of logins for an organisation.
Right now, while not a full audit trail like you're after here there is the Assurance Dashboard where you can view User Activity to see what actions users within an org have been taking.
As many will know the History & notes report will also give you deeper insight into some of the actions made by users across your org.
Being open this isn't something we have immediate plans for developing but will continue to keep a close pulse on this idea here and support it continues to receive. If there are any updates we will share.
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Global Search - Enter terms/phrases and show similar results (not just exact matches)
Update the search box to allow for search phrases to rank within the search box...not just exact matches. it's not particularly beneficial for a search query to result ONLY the exact match if you're searching for a match and probably don't know the exact phrase for a contact/business/customer.
For example,
"Jack Jones" produces no results when the contact is actually "John Jones".
Searching "Jack Jones" should produce a result with all contacts that include either "jack" or "jones". Producing no results is not an accurate representation of the total database.
29 votesHi everyone,
Thanks so much for taking the time to share your feedback and explain how this would improve your experience with Global Search.
We’ve reviewed this idea and are moving it to Gaining Support so we can continue building a clearer picture of how valuable this would be for customers.
The suggestions and examples shared here have absolutely been noted. They help highlight where the current search experience can feel limiting, and they give our team useful context about the types of improvements customers would most like to see. The feedback shared so far is thoughtful, constructive, and well worth capturing.
If this idea would help you, please keep voting and add any comments or examples of how you’d like this to work in practice. Real examples of what you’re searching for, what results you expect, and where the current experience falls short are especially helpful as we continue…
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Homepage | 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.
29 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.
29 votesHi everyone, we appreciate wanting more control of which users have access to manual journals.
As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.
At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.
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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.
29 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.
28 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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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.
28 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.
28 votes
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