53 results found
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User Role - Access to Products & Services (Inventory) and Purchases/Sales only
Ability to allow individual access to inventory(products & services) and sales in Xero.
Purpose: Enable ability to view different sets of information within an org.
500 votesHi Community! Me again ☺️
I'm happy to share that we have just rolled out these Product & service permissions to all users. To recap the change - within User Settings you'll now find there are multiple options to assign Product & service permission for an Invoice only user
- No access
- View
- View and create/edit
- View, create/edit, and adjust stock
We really value the input we have received from our community in the needs for more granular permissions for Inventory. We believe this new set of options will effectively meet the needs of the majority of our users. Thank you for your input! 🎉🙏
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Homepage - Resize Widgets
Homepage seems overly cluttered. Would be great to be able to resize widget tiles & have the ability to change the graph styles
489 votesHi everyone, I’m pleased to share that the work to give you more flexibility over Homepage widget sizes is now fully released.
To recap, in July we introduced smaller sizing options for the Invoices Owed to You, Bills to Pay, and Profit & Loss widgets, along with a larger default size for Tasks while keeping the existing smaller option available.
More recently, we added smaller sizing options for Recently Paid Invoices, Expenses to Review, Cash In & Out, and the Chart of Accounts Watchlist.
Thank you for the valuable feedback that helped shape these improvements. Widget sizing will continue to be considered as we develop new widgets, helping make Homepage an even more flexible and useful space for your work.
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User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
202 votesHi everyone, we’ve just completed the release of our first changes for Reporting permissions in Xero that achieve what you’re asking here!
You can now grant granular reporting permissions to Invoice Only (Sales/Purchases) users, allowing them to run invoice reports like Aged Receivables without providing full access to financial and management reports.
We've also made Banking an optional permission for Standard users, so you can hide balances and transactions while staff perform core duties.
Thank you for your feedback, it’s been central to shaping this approach.
Try these settings today and respond to our status update to let us know your thoughts!
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Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'
Ability to show bills and invoices that are in ‘awaiting approval’ status.
Purpose: Saving users’ time from having to click on ‘invoices owed to you’.
118 votesHiya team, with our new Homepage rolled out now to all users we're pleased to return and update this idea.
As note in my last post- Visibility of items needing approval for both invoices and bills are available from 2 places within the new Homepage;
- In the respective Invoices owed to you, or Bills to pay widget, and
- IF there are items that need reviewing for approval, as a line within the Tasks widget
We really appreciate the input we've received from everyone on this idea. Thanks for sharing how incorporating this feature into the experience would add value for you 😊
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Navigation | Reporting menu - Move Favourite Reports above Analytics
We use reports every day, far more often than analytics. I would prefer Favourite Reports to be above both of the Analytics sections in the Reports menu.
110 votesHi team, we really value your input and sharing back on the new navigation. We'd like to confirm as those in the beta may have already noticed - we have released a change to the order of the Reports menu!
As raised here we have moved your Favourite reports up and shifted Analytics beneath. Thanks again for your feedback and keep letting us know what else you think good improve things through Product Ideas 😊
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Homepage - Ability to remove graphs for invoices and bills
Please include the option to turn off the graphs for the 'invoices owed to you' and 'bills to pay'. I know people might like seeing the visual, but I just want to see the dollar value, and the graph just makes the widget too big so I can't see the other things I want to see at a glance. Thanks.
82 votesHi team, I’m back with an update as the option to view a chart for the Invoices owed to you and Bills to pay widgets has now been rolled out.
This also comes with an update to resizing - If you’ve selected the Small size option for either widget, you can now toggle View chart on or off from the three-dot menu in your saved Homepage view.
Check out my screenshot for a quick look.
Thanks again for taking the time to share how this change would improve your view. Your feedback helped shape this update. 😊
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Homepage - Link to Drafts at top of Invoice and Bills widgets
What a ridiculous page the new layout is. I tried to add a new bill to Xero, I went back to the NEW layout Bills to pay - nothing added, I tried again still nothing. I have to scroll down to find the draft bills at the bottom of the widget. More efficient NO, time consuming YES what a waste of space this new layout is. Wouldn't you think you'd have the Draft bill under the ones already approved not way down at the bottom. It's the same with the Invoices waiting for payment they are right at the bottom.…
72 votesHi community, I’m pleased to share that this change has now been released, along with a few other Homepage updates we wanted to let you know about.
You can now resize all of the following widgets:
- Invoices owed to you
- Bills to pay
- Net profit or loss
- Tasks
- Cash in and out
- Chart of accounts watchlist
For the small size of the Invoices owed to you and Bills to pay widgets, the figures are now left-aligned to make them easier to read and click through to Drafts.
You’ll also now see an option in the three dot menu to toggle the chart view on or off.
Thanks again for your input and for sharing how this change would improve your Homepage experience. 🙂
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MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
71 votesHi everyone, thanks for sharing how the daily friction of needing to click into the MFA code field before entering a verification code impacted your use of Xero.
We've just uplifted our login experience in which we solved the request here, simplifying code entry with the cursor default to the entry field.
We appreciate the feedback that helped us improve this experience and hope the updated flow makes signing in smoother - Find out more about the logging into Xero in our article.
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Homepage - Ability to check tasks
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
68 votesHi team, we'd like to share an update as we have recently released enhancements to the Task widget so you can add your own custom tasks. This feature allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
Appreciate there are other facets to this idea;
- Shared tasks aren't currently possible but I'd recommend joining this idea to stay updated of any progress for this.
- While it's not possible to attach documents within the Tasks widget, we're working on a documents widget at present and you can stay updated about this through this idea.
Thanks for all your feedback and support on this here.
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Homepage - Create and customise graphs/reports on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
64 votesThanks to you all for your feedback here , we apologise we haven't commented on this idea sooner. Our new Homepage experience has now replaced the older Dashboard, and as we continue to develop this we're continuing to take on board our customers feedback to help us shape and create an even better experience.
We've recently released new size options for a number of widgets including Invoices owed to you and Bills to pay widgets. Where the Small size option is saved for either of these widgets you have the option to toggle the Chart in these widgets on or off(we will be extending this to the Cash in and out widget soon).
Along with the Homepage updates, we now have Xero Analytics Dashboards and Visualisations, in which there are many different widget options and ways you can look at and analyse your businesses data. I'd highly recommend jumping in…
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Dashboard - Edit dashboard layout
Dashboard- It would be great if Xero gave us more options to edit out Dashboards. Two colums are not enough, at the most I get to see four accounts before I have to scroll, they needn't be so large either. If they had three colums, and we could shrink the size of the 'boxes' then we could easily see a better snapshot of work to do and where the business is at.
60 votesHi everyone, thanks again for your inputs and continued feedback through Xero Product Ideas as we delivered our new Homepage.
We wanted to return to confirm that this new experience has now been released to all users.
As shared in my last update, the Homepage page has a responsive design that will adjust to your screen settings and device.
Since release we have also made a few further adjustments based on feedback to fonts and the experience when editing the layout of the Homepage and moving widgets to make things smoother.
We understand for some users the way this new experience works is a bit of an adjustment and we are still working through some enhancements to the sizing of some widgets that you may like to stay across by joining the idea here.
We appreciate all the input from feedback, research and testing that we've received from all…
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Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
50 votesHi team, apologies it's been a little quiet from us in this idea - there are a few more additions to keyboard shortcuts that have been made that we'd love to share so you can make use of.
Last year we delivered a range of shortcuts to hep with navigation and taking actions within new invoicing and you'll see we added a new section to our help article to share these with you all.
Most recently we also added keyboard shortcuts for all the create document options available from the '+' icon menu in the blue navigation bar.
As common practice moving forward where there is a keyboard shortcut available in product you'll be able to see this so you can learn and begin to make use of these.
As we continue to grow and develop Xero features, keyboard shortcuts and helping our users move efficiently across and using Xero…
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User Permission - Ability to give both Invoice only and payroll access
I have clients whose bookkeeper does the payroll and also processes accounts payable/receivable invoices. Currently we can't have submit/draft only invoice access AND payroll access. This means that if they want to do payroll, they also get access to approval of invoices. Can we please create a user role where draft/payroll access is combined?
49 votesThanks for continuing to share your experiences and needs in being able to delegate invoicing and payroll work.
We’ve made progress toward making payroll access more flexible - As part of our most recent update as we continue our permissions journey, Xero now allows you to assign any user full payroll access from within the User Settings page!
This is an important step in allowing more granular permissions within payroll such as view, edit and approval access to timesheets without automatically granting full Payroll Admin access.
We really value all the contributions and support that have been shared by our community here to improve your business use of Xero. 😁
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Homepage | Profit & Loss - Common date selections (like report)
Why don't I have the same Time period options in the 'Net Profit and Loss' widget as I do on the actual report page?
I want to be able to see CURRENT month, quarter, etc on my home page and not just previous.
Inconvenient to have to click on the report and then change the time period manually every time I want to see how the month is tracking instead of just having the option directly on the homepage.38 votesGood news team! This change has now been released.
I've included a screenshot showing the full selection but you'll now find more common date selections available from the Net profit or loss widget like current month, quarter and financial year as asked here 😊
Thanks again for engaging with us about this here in Product ideas.
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Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
33 votesHi team, returning now that our new Homepage has been rolled out and the new experience moving forward for all users.
As mentioned in my last update - this new experience adapts based on your device and screen settings enabling users to see up to 4 widgets side by side.
We appreciate feedback we have received from some users around the sizing of widgets and this is something you'd like to stay tuned into you can join this idea.
Thank you everyone that has contributed in this idea and helped create the new Homepage experience in Xero.
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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 etc31 votesHi community, keen to return and share an update as we've added a few more shortcuts to help you navigate and create transactions quickly in Xero.
I've attached an image of all the keyboard shortcuts that can be used to create a new transactions, and you'll also find typing forward slash '/' on your keyboard will instantly open and put your cursor in the search field where there are additional shortcuts to help you navigate. 😁
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Homepage - Change font size and bolding
The fonts for the balances are too thin, i feel like they need to be a bit smaller and at least a little bold, this is a very thin line and hard to read.
25 votesHi everyone, we thank you for your feedback around font sizing and the points you've shared around your experience with the new homepage here.
Recently we made an update to improve the readability and and help when quickly scanning key balances on the homepage - We've released changes to increase the weight and stat colour of font, to help key numbers stand out on the page, so you can quickly spot important balances at a glance.
Thanks again for feedback here and helping us continue to make changes to improve your use of Xero.
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Homepage - Remove app recommendations
How do I remove the ads from the Homepage? If I wanted extra widgets I would go looking.
If the product is missing features then Xero should be implementing them as part of the base package if I am paying a subscription.
20 votesHi team, with many businesses with needs that extend beyond Xero's features and services the app recommendations on the homepage make it simple for organisations to understand and explore apps that can extend their ecosystem and easily integrate their data with Xero.
However, we totally appreciate why some customers would prefer not to see this on their homepage and did add a button so you can 'Hide' this section completely.
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Expenses - Ability to search and sort for submitter user
Expenses search and sort.
If you only have access as a user and not full access to the accounts, searching past expenses is a painful experience.
What a painful thing searching for expenses in Xero is.
Can't filter by date range, or search for a particular description, or search by account. And they're in some unfathomable order which you can't sort by date.
Suggestions: Sort by date option to help answer questions like 'did I remember to file that expense 3 months ago'
Filter on date range: 'Show only expenses between January and March last year'.
Search on description: List…
17 votesReleased! 😁You'll find new Filter and Sort options so you can sort or filter by Purchaser, as well as filter by Account to help you zone into and process ideas more efficiently. Thanks for your contributions in product ideas.
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Navigation - Ability to Favourite Chart of Accounts page
The “Favourite” feature in the Reporting section is excellent, please consider expanding this to other dropdowns or sections across the platform.
This could help address the long-standing need for sub-menu shortcuts or easier navigation, especially for commonly used tools like Repeating Invoices or the Chart of Accounts.
Note: historically, I’ve used browser bookmarks as a workaround for this. However, recent updates seem to have made these bookmarks unreliable, some now fail to link correctly, and this issue appears to be getting worse. I fear with this update It may no longer be viable to rely on bookmarks as quick links.
16 votesHi community, thanks for your feedback here! Chart of accounts page is now available within the Accounting menu 😊
In terms of bookmarks you may have saved, there's a chance with the change some bookmarks may have stopped working - In this scenario you should be able to bookmark the page again and it'll work in the new experience.
- Don't see your idea?