282 results found
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Xero Accounting app | Tablet users - Screen Rotate
I have the a tablet and use a cover with a keyboard, it would be so much easier to use the app if the screen didn't default to portrait mode and activating the screen keyboard. Please allow the Xero app to rotate to landscape so that I can use the cover keyboard.
11 votes -
Account Watchlist - Display a custom budget on accounts watchlist
On the Account Watchlist in the Dashboard, I would like to display a custom budget that I created for 2024 in lieu of the default 'overall budget' that it shows. Please make this feature possible as it will provide a good, quick snapshot on how we're trending to budget w/out having to pull up reports. An alternative would be to tag a custom budget as the 'default' that would appear in the accounts watchlist. Regardless, let's make this happen! Thanks for considering.
11 votes -
User roles - Restrict Users from updating contact details
Restrict users from updating contact details. updating contact details, address and attention field, updates all invoices/bills previously posted for the contact. Not all users should be able to do this function.
11 votes -
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.
11 votes -
Dashboard - Ability to set up another users dashboard
We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.
11 votesHi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
11 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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Navigation - Dedicated Reconcile Button
Accessing Reconcile is always two clicks away. A dedicated reconcile button on the menubar with option to choose account would be make an improved UI and UX
10 votesThanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
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Users - Login history only shows 60 days extend to longer period
I used to be able to sort by login history to see who has been working on which client account. This feature no longer is available it seems. Also, there used to be the ability to see a year's worth of logins, now it's only a few months. Why the change? This doesn't help when we are doing a year's worth of book-keeping for previous periods and I would like the functionality back to what we had in Classic. When using something New, please add and not remove well used and helpful reports and options. Thank you.
BTW, why did…
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you. Currently the History and notes Assurance dashboard shows the date and time for the year. We can appreciate that the Users - login history should show a period longer than 60 days, 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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Dashboard | Watchlist - Customise at the user level
Could the Accounts Watchlist feature have an option to have user specific watchlists? The accounts I want to pay close attention to as Head of Finance is different to what the Finance Assistant wants to see. Not all accounts are organisation wide specific.
10 votes -
Logout now option on the timeout screen
When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.
10 votesAppreciate the feedback here. While we don't have plans for adding a button to instantly logout from this inactivity setting we will keep watching interest in this idea grow and share if any changes are planned.
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Xero Accounting app - Option to crop when scanning receipts
Please add cropping function on the app when you are adding photo of a business expense receipt.
10 votes -
Dashboard - Ability to group Accounts in the Watchlist
ability to group accounts under the Accounts Watchlist in the dashboard just like how it works in PnL report with automatic updating based on a certain criteria
10 votes -
Xero Accounting app - Invite users in an organisation directly from the Xero App
Enable to invite a user into an organisation via the Xero App interface.
10 votes -
Global search - ability to search for amount including comma for thousand separator
This seems like an absolute no-brainer.
When looking for an invoice or payment, I often copy the amount from a remittance or similar, and it is a frustrating waste of time to have to manually remove the comma.
This should be easy to implement, and would make the user experience smoother seamlessly.
9 votesThanks for sharing your idea, and letting us know how we could improve global search 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.
If there are any improvements planned that would accommodate what you're after here, we'll let you know.
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Navigation | Reporting and Accounting tabs together
As an accountant I prefer the Reporting and Accounting tabs together, under one tab as it has always been. It would slow me down, if I had to search for accounting tools/reports under different tabs.
Please keep it simple!9 votesIt's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
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Xero - Resize in conjunction with browser window
When resizing my browser window, many of the Xero screens (including Bills, Timesheets, Invoices) do not resize. Instead they chop off on the right hand side. There is not even the option of a slider to get over to the right.
I have tested this across two browsers IE and Chrome. Frequently I am working on a laptop with a small screen and this is really annoying. I would rather they scale up or down when I make my browser larger or smaller.
9 votes -
Dashboard - Flag if there is a Discuss point on a transaction
It would be great if there was some flag/notification visible on the Dashboard, to inform clients that you have raised a Discussion point on a transaction, that they need to address.
9 votes -
Invoice Only Access - View Contact History
Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.
9 votes -
User Role: Restrict access to Projects
Only allow people with limited access to Projects to see their own hours/project, not the total hours billed to any project. The total hours are really none of their business.
9 votes -
MFA - Touch ID and Face ID verification
Implementing touch ID/Face ID verification for users to log into Xero.
Purpose: Users can have more variety on how to log in.
9 votesHi team, as another update surrounding passkeys we wanted to share that this week we've released passkey log in for Xero Me app users who haven't set up MFA yet. This is just the first stage, and over the coming months we'll progressively make this feature available to more users. I'll be back to share more as passkeys become available to more users.
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