348 results found
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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.12 votes -
Chat - Insights and actions
I'd like to see a chat /conversational interface like ChatGPT where we can ask it questions like
What was our profitability last month?
Where is our biggest opportunity to cost cut?If I want to get profit to $*** with the same revenues what areas should I focus on cutting the most?
The goal here is to have conversational chat with Xero to dig through the data that's there and find action items to improve the business finances.
3 votesHi team, coming back across your idea here I wanted to share a new AI tool that we've launched that is currently in beta Just Ask Xero (JAX).
Currently JAX can automate some tasks and answer your questions ab out using Xero. We're continue to develop on JAX capabilities so you can stay up to date with what's coming next with JAX through our releases page here.
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Permissions | Invoice Only - No access to contact detail
Restricting the Invoice only access so only the contact name can been seen but no further financial information can be seen
4 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.
5 votes -
Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 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 accounts8 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.
26 votes -
Xero Accounting App & Web - Attach sound files and memos to transactions
Ability to attach and record sound files/clips/memos to transactions from the xero app (or web) that can be played natively in web browser
2 votes -
Organization settings: Include option for Limited Liability Company type
Add LLC for Organization Type
3 votes -
User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips
Users that can create draft invoices should also be able to print off pdf's and packing slips of approved invoices
24 votes -
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.
5 votes -
Dashboard - Option to 'Edit account details'
Add 'Edit account details' link for bank accounts from dashboard.
2 votes -
Dashboard | Tax & Reporting - controlled by Subscriber/Partner
Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well
2 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 -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
Email Templates - Option to select different font for outgoing emails
Ability to have options to select different fonts for outgoing emails.
Purpose: To make users outgoing emails more presentable when they send it to their customers/clients.
22 votesHi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis.
You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen.
While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here.
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Organisation settings - Invite other users to demo company
Being able to invite users to the demo company so that we can see how the system we are setting up works.
13 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 -
User Role: Ability to only create drafts + view reports
Can we have one more category of user role in Xero (A user role with Ability for only to create all possible drafts + View reports)?
This kind of user role can help to minimise recording errors when any transaction (Quotation, Invoice, Bill, expenses, transfer, receive and spend money) can have two steps approval. It can provide more verification flexibility /security for the business which managed by more than one person as well.
View reports can help the initiator to check the effect of the transaction after approval.
We are looking for your kind consideration.
Thank you
6 votes -
Dashboard | Account Watchlist - Ability to add balance Sheet Group Totals
In addition to individual accounts, it would be great to select a group total from the Balance Sheet (or P & L) to put in the Account Watchlist, eg if you have a number of loans and you want to see what Total Loans are on the dashboard.
Somewhat related to idea https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45925384-dashboard-ability-to-group-accounts-in-the-watch
3 votes
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