313 results found
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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 accounts8 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.
8 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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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…
7 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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User Role – Enhancement to Invoice Only (Sales) for Payment Management
We are encountering a limitation within the current user roles that is hindering our Sales team’s efficiency in managing customer accounts.
The Issue:
The existing 'Sales (Invoice Only)' role does not provide the necessary permission for sales staff to amend, edit, or delete payments applied to invoices. This is critical for adjusting client balances quickly during the sales and collection cycle.
The only alternative role grants full access, including Purchases/Accounts Payable, which we cannot provide to the Sales team due to internal control policies.
The Request:
To ensure our Sales staff can manage the revenue process without accessing sensitive financial…
7 votesThanks for raising this idea about user role permissions for payment management. It’s a great starting point, and we can see how more granular sales role controls could help with managing access and maintaining internal checks.
This idea is now Gaining support, so it’s now open for votes and comments. If this would be helpful for your team, jump in and share how you’d like to see it work, more examples and context will really help when we look at this in future.
Looking forward to hearing the community's thoughts and seeing the discussion build around this one.
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Manual Journal - Allow standard users access to Manual journal screen
For some reason "standard users" cannot see Manual Journals in the accounting menu.
Please allow standard users to access Manual Journals from the Accounting menu rather than having to go to reports. Its just a time waster.
7 votes -
Investing in AI
I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.
7 votesLike your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
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Xero Accounting app - Ability to switch between organisations when using different email address
Ability to switch between organisations on the Xero phone app. I presently work for several businesses and upload receipts/invoices as go. I presently would need to login and out to be able to do this as I have different email accounts for some of the businesses I work for. I am told that I can only do this if I use the same email account across all clients, this is not possible with in house email accounts.
7 votes -
User - Give users access to specific invoices/quotes
We need to give specific users access to specific sales.
We have made our employee have draft only sales access, but now we cant collaborate invoices and quotes there should be an option to give users access to specific invoices & quotes, not the total sales in and out7 votes -
Login - Use backup email or phone for confirmation of suspicious login
you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.
7 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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Dashboard - Add aged debtor watch list to Dashboard
It would be good to have the ability to add a customer watchlist to the dashboard so that businesses can see when customers have overdue invoices or reached their credit limits so credit credit control can be improved. I personally don't like the email reminders as that doesn't work for our business model so I feel like a watchlist on the dashboard would be good.
7 votes -
Organisation Settings - Set default date format to DDMMYYYY for South African orgs
The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.
7 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
Notifications - Ability to view all notifications received (especially tax code change notifications)
Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked
7 votesAppreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
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Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
Permissions - Control user access to Xero Files
Adding security measures to the file tab - so only certain users can open and access that information
7 votes -
Organisation Details - Add Instagram organisation field
As an Xero customer, I would like to be able to add Instagram as a contact field within organisation details, so that I can easily direct customers to my Instagram page.
Instagram is becoming more popular than facebook, twitter and websites for certain industries.
7 votes -
Xero Login - use windows hello (passcode) to log in
Hello, would love the option to use windows hello (passcode) to be able to login instead of using 2FA
6 votesHi 👋 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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Navigation - Ability to customise menus
New Xero ribbon - can it be amended?
Too much! There are things I don't use or need day to day. "Dashboard" became "home". Ok not great, but okay.
The the "+" icon on the ribbon gives me the shortcut to anything.
Xero has just gone and cluttered it up with stuff I don't need day to day. Like "Payroll" and "Reporting". Anyone else agree/disagree? How can it be amended from the users pov?6 votesAppreciate your feedback, and it's good to understand our different users needs when moving across Xero. Its good to hear that the '+' icon helps you get to most places you need.
I want to assure you we did a lot of user research and testing of the new navigation to ensure it would suit the needs of majority of businesses.
We'd like to continue to get a sense of the interest from your idea but want to be upfront that this isn't something we have plans of enabling any time in the near future.
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Navigation - Rename Sales and Purchases to Payments and Receipts
The new tabs are nominated as Purchases and Sales but some of their sub tabs go beyond that. I would prefer to label them Payments and Receipts
6 votesThanks for sharing your feedback on the new navigation, John. Great to hear the changes that would help our customers most.
We'll start to understand the interest from others in community that would also find that terminology more useful from your idea here.
Our product teams are considering all feedback closely and I'll share if there are any updates.
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New invoicing - Don't allow Invoice Only Draft Only user to select Create new item
When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.
Expected Behavior:
User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be…6 votes
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