320 results found
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Xero Accounting app - Option to remove decimals
In the mobile app, please make decimals optional. Decimals take up space and cause large numbers to wrap on the screen.
1 vote -
Users: Remove user access without cancelling user's repeating invoices
If a staff member leaves, you would usually delete them as a user. That causes issues, however, if they have set up recurring invoices. These will be left as draft and will not be sent. It would be useful if you could keepa staff member but remove the access so that they can't log in themselves anymore, almost making them inactive?
It is not as simple as resetting their password because of the 2 step authentication.3 votes -
Organisation settings - Ability to select landing page after login
Ability to select your own landing page after login.
Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?
I would love to able to choose which page I see when logging in.
5 votes -
Login - Option to set login preference to 'My Xero' if part of a practice
Have the option to set your Preference to logging in to 'My Xero' instead of Xero HQ or Lsat Client you were in.
4 votesThanks for your engagement and letting us know the changes that matter to you, Bailey.
We've reviewed your idea again and I've slightly updated the title so this is clearer to others members on the site. We'll continue to track the interest your idea receives here, however there are no plans to change these preferences at present.
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Dashboard Graphs - able to extract them to add to reports
To be able to export the graphs from the dashboard into excel or PDF, the same as you can reports from the reports page. There are no graphs that I can extract and those on the dashboard would be useful in adding to reports I send to board members who are not on Xero.
5 votes -
Tax Rates - Ability to import & export
Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!
4 votes -
User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
4 votes -
Navigation - View all option and dates instead of page numbers
As the title suggests. A "view all" option throughout the product would be great. Or even view a year. Far batter than having to click load more over and over again. Especially when if you click off of the page you then have to laboriously keep clicking load more again and again.
Also to have dates next to (Or instead of) page numbers in the various scrolling pages; cash coding, reconcile, etc.
Having to select a page and another and another to try and guess where the date of the transaction is is ver laborious. Having the date range alongside…5 votesHi all, we appreciate the feedback on how we could improve pagination for customers across different areas of Xero. A couple of updates here that may help with this;
- We have added the ability to search and filter no the Reconcile page. Meaning you can quickly navigate to a Date range of statement lines you'd like to reconcile
- As we update areas of Xero you'll find the selection for how many items to view is now held (examples are in Products and services, Invoices and Bills). So, if you navigate away from a page when you return you should still see that same selection e.g 25, 50, 100 items. The only caveat to this is using incognito mode, or switching browsers
I want to be open that we don't have plans for rolling out a blanket change across all areas of Xero at once, if there are specific pages in…
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User Roles | Individual permissions to use Pay with Wise
1) Limit which users can use this payment system (for security reasons)
2) Limit how much they can pay out at any one time (for security reasons)2 votesHi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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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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Dashboard: Account watchlist - Ability to add bank account to the account watchlist
To make a bank account in Xero to be added to the account watchlist.
Purpose: Users can easily monitor the bank account that’s added to the account watchlist.
5 votes -
Organisation settings - Dark mode
Ability to change darker backgrounds in Xero.
Purpose: White text against a Dark Background, is easier to see for the eyes.
448 votesHi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
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Dashboard - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
15 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
38 votes -
Global Search - Search items by Description
Ability to search items by description through global search in Xero.
Purpose: To save time searching line items, especially for users who are dealing with lots of items.
138 votesAppreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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Email Settings - Set which users to receive Bank account change notification
Ability to select one or two users to receive the notifications when there’s some changes in a Bank account.
Purpose: Because some staff in Xero doesn’t need to know if there’s changes within the bank account.
86 votes -
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’.
117 votesHi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
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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.
495 votesHi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
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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.
171 votesHi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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