288 results found
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Xero log in - Choose default organisation
Set the demo company as the first company seen on log-in, or be able to set which one you want to see.
I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.
23 votesThanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, 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 votes and comments about how this would help them, too!
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Login - Remember 'Trust this device' setting for MFA after 24 hours
I understand the ATO requires you to enter 2FA daily, but that doesn't mean the tickbox should uncheck itself every day.
If I tick trust this device on Monday and login using 2FA, I can then login without 2FA for 24 hours.
After that 24 hours, I need to login using 2FA again AND I have to tick the trust this device box again to get another 24 hour reprieve.
Let us tick the box or another box that will remember our choice ongoing. So each day I only have to login using 2FA again but my choice to trust…
23 votesThanks for sharing this idea about remembering the 'Trust this device' checkbox if you previously ticked it.
We've reviewed this 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 votes and comments too!
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Navigation | Purchases - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
22 votesHi everyone, thanks for sharing back on the new navigation experience with us here. We understand there are different options that our customers would find most useful within the menu drop downs and our product teams are paying close attention to the feedback we receive on this in Product Ideas. We will share any updates surrounding this with you all here.
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MFA | Role that can enable another user to reset multi factor authentication
Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.
Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…
22 votesHi everyone, thanks for sharing your idea, and commenting your thoughts.
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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Exchange rates - More than 6 decimal places
Exchange Rate - Allow more than 6 decimal places.
For conversions from smaller currencies (e.g. 1 KRW = 0.00071 USD), users need the ability to place more than 6 decimal places in order to get the exact currency conversion for the transaction. QuickBooks allows this so I don't see why Xero can't implement it as well.
Xero Central suggested that I make adjustment entries in my Realised Currency Gains account and I find it ridiculous to have to do it than just being allowed to input exact numbers in my original transactions.
22 votes -
Xero Accounting app - Ability to view Balance Sheet
Hi Xero Team,
I’m really disappointed to discover that the Xero Mobile App doesn’t provide any way to view the Balance Sheet - a core financial statement that forms half of any set of accounts and is the backbone of understanding a business’s position.
As a property developer, tracking CAPEX spends per project is critical, and not having quick access to this information on the go is a significant limitation. Even a simple dashboard or quick-glance view in the app would make a huge difference for users like me who rely on Xero to manage their businesses efficiently.
We all…
21 votesAppreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.
This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.
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Demo Company - Clear ALL, don't reset, optional data reload and cloning
This idea has been raised again and again but XERO isn't listening!!!
The demo company is a great idea, but it makes no sense to automatically reload all the "duff" data every 30 days.
It's VERY simple to achieve a very useful and flexible feature, by....
1) Be able to clear all the data in the Demo Company
2) Make the 30 day reload of useless data optional
3) Enable cloning of an existing organisationWe need to be able to test imports, features etc. and be able to return the "demo company" to EMPTY and if required to restore…
21 votesHi everyone, thanks for sharing this idea and engaging with us on this in Xero Product Ideas.
We can see the value in making the demo company more practical for testing, especially in being able to have greater control over clearing data, managing resets, and using a more relevant set of information to validate changes with confidence.
We have intentions of developing this area, and while this specific idea's not been roadmapped at this time, it's been highlighted and will be carried forward for thoughtful consideration in product planning.
If there are any updates we'll be sure to share with you all here.
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User Permissions | Projects - Read only access to Bills & Invoices of a project
We have assigned users to specific projects but in order for them to see the invoices and bills against this project the settings must be changed so that they can access all bills, invoices and contacts to amend.
I would like a feature so that someone assigned to the project can have read only access to the invoices and bills ONLY associated with this project. Allowing them to still run reports and view profitability on their project but they cannot amend invoices and bills or cannot access others that are not their projects.
21 votes -
Multicurrency - Change behaviour of Unrealised Gains/Losses with Bank Accounts
Xero has a gap in handling Fx gains/losses.
It is great at both Realised and Unrealised on bills and invoices but it drops the ball on Cash at Bank. It treats it all as Unrealised, which is where the flaw is.You can have an empty currency bank account which has a residual functional currency balance and has movements on the TB every month due to revaluation. This is clearly nonsense.
I have also been told to ignore the exposure column on the Fx report as it is meaningless.For Fx gains/losses Cash is a document in exactly the same…
21 votes -
User Role | Invoice Only Users: Ability to remove and amend invoice amounts
Hi Xero.
Currently, User's with Invoice Only Access can only approve invoices and bills. However they are unable to remove a payment (or part thereof) from an invoice.
This is a problem if the User accepts a payment, then realises that there is an error on the invoice, as they are then unable to remove the amount and fix the invoice.
It would be great if these User's could have this ability without having access to the business bank accounts20 votes -
Conversion Balances - Warning for unsaved conversion balances before navigating away
I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.
19 votesHi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.19 votesHi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
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Quotes - Approval process similar to invoices
Require functionality that allows quotes to be sent to management for approval before they can be sent out to customers.
Purpose: to reduce business risk and ensure prices / vendor terms are agreed and approved.19 votes -
Navigation - Add Custom reports access to Reports menu
Custom reports as an option the Report drop down. I know we can favourite them, but if we have a lot of custom reports it's quicker just to go to the custom report page immediately and work from there.
18 votesThanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.
We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.
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User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
18 votesHi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.
Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.
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Conversion Balances - Add Tracking options
Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.
17 votes -
Xero Accounting app - Ability to view watchlist from mobile dashboard
I would love for the Watched Accounts box from the website dashboard to show up on my phone app dashboard. Sometimes I just need to see a bank balance or expense balance while traveling. Currently have to go to online website to see those watched accounts on my dashboard. Would be super cool to have them on phone app dashboard as well.
17 votesThanks for your feedback on the Xero Accounting mobile app dashboard.
We can see how having more options to customise the widgets on your dashboard would help you tailor the app to what matters most for your business when you're on the go.
We've reviewed your idea and moved it to Gaining Support so other community members can vote on it and share how more widget flexibility would improve their experience too.
If this is something you'd find valuable, feel free to share the idea with others who may want to add their support and comments as well 🌟.
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Navigation - Add Tracking Category back to main menu
Please add Tracking Categories back to the main menu, so it can be accessed with one click instead of having to navigate through to settings. Under accounting tools would be fine. Thank you
16 votesThanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
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Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
16 votes -
Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
16 votes
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