320 results found
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User role - Public view ( GDPR SAFE )
I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.
The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…
2 votesThanks for sharing your idea. We appreciate you outlining how a GDPR-compliant view-only feature could support transparency for organisations like block management companies and public sector bodies.
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 - Access to specific feature only
"Business and accounting" role needs ability to more narrowly define. I want an employee to access invoices (receivables) but that then gives them access to ALL financial reporting, e.g. P&L, which I don't want them to see.
452 votesHey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
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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.
55 votesHi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
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XAA - Log each login when using the App
Amazed to discover that a 'login' from the app on a mobile phone using biometrics for example, does not count as a 'login' at all and is classified by Xero as an 'unlocking' event, but this is not logged or tracked at all (that we users can see). So in effect the 'Login History' in 'Settings' is completely flawed. This is also not recognised in 'History & Notes' unless the user actually makes changes. So if they are just in there viewing stats etc. they are invisible. This is really not ideal.
I would like to see app logins included…2 votesThanks for sharing your idea, and letting us know the changes that matter most 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.
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Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
1 voteHi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.
Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?
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Navigation - Add shortcut to Tracking in the Accounting dropdown
When will the ability to add a shortcut to the settings like "tracking category" and "Fixed Assets" to the "accounting" dropdown menu be re-activated like you could do with the old task bar, or is this another case of "we don't care about our customers bookkeeper's productivity being lost" as all the other dropdown menus appear to have all the shortcuts?
2 votesThanks for your feedback on navigation shortcuts. We appreciate you explaining how important quick access to Tracking Categories and Fixed Assets is for your workflow. You should see Fixed Assets within the Accounting menu already. However, you are correct that accessing Tracking Categories requires an additional click and are shown under the Accounting Settings option.
We've reviewed your idea and now it's up to the community to get behind and support it. 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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Add link to going into "Files" on the top tool bar.
Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files
1 voteHi 👋 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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Onboarding - Add Xero to the list of "What tool are you currently using to run your business"
When creating a new organisation, there isn't an option to choose Xero from the dropdown list of "What tool are you currently using to run your business". I'm migrating from one org to another because of limitations in your PAYE scheme functionality. Right now, a user can't select Xero from the list, which may help you shed light on users who are either running into org challenges or who are power users of your tools.
2 votesThanks for sharing this idea.
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 votes and comments too!
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Subscription - There should be an option to automatically send my Xero bills to bills
There should be an option to automatically send my Xero bills to bills
1 voteHi Mike, thanks for sharing your idea about Xero subscription billing.
We’ve reviewed your suggestion and moved it to Gaining support, which means it’s now open for votes and comments from the wider community.
In the meantime, there are a couple of workarounds that might help:
- You can set up an auto-forwarding rule in your email so your subscription invoices are automatically sent to your organisation’s email-to-bills address.
- If you’re using a UK, NZ, or AU organisation, you can also choose to receive your subscription invoices as eInvoices directly in the Bills tab.
Thanks again for contributing, we’ll keep you updated on any progress.
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Xero HQ - Ability for practice staff to create client groups
Some of our practice staff have permissions to create clients and also were ableto create client groups for the new client to be added to. With the new Xero Centralisation, those staff can no longer create client groups, or add clients to a group. To allow this we would have to increase their permissions to Practice Administrator. This new required level of access is over the top, just to allow someone to create a client group.
1 voteHi 👋 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 - relevant reports available from other drop downs
I love the way the various areas have been split now (Home Sales Purchases Payroll etc)
I would prefer that reports relating to each of those sections, be stored in their menus. IN the Reporting menu, I have 10 varying reports which make it a long menu path. If they were in their individual menus (e.g. Aged Receivables Summary in Sales menu; Aged Payables Summary in Purchase, all Payroll related reports in Payroll) it would be easier to find and more logical. You could have more reports visible as well in each Menu.
If this is not possible, can we…
1 voteGreat to hear you like the new layout of the navigation, Jason.
Appreciate how further customisation of reports and possible nesting under the relevant menu drop downs could be useful. We'll get a gauge of the interest in this from others in the community here.
This isn't something we have plans for atm, but will share if this gets picked up at all.
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Navigation - Move up practice tools section on main menu
Navigation - Main Menu
Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.2 votesThanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.
For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks
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Permissions - Auditor roles that allows read only access to everything
We're auditors and some of our clients are having issues around providing consistent access to everything as they don't want us to have read-write access, and we don't want that either. What we'd like is a user class for auditors/regulators which is read only and allows access to everything.
24 votes -
Xero Login - Enable Passkeys as a replacement to passwords
Passkeys (https://fidoalliance.org/passkeys/) are rapidly taking over passwords and are infinitely more secure than passwords.
Intuit are already using Passkeys (https://fidoalliance.org/case-study-intuits-roi-from-passwordless-customer-authentication/)
56 votesHi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.
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Login - Ability to set a Password Expiry
Hi Community,
In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.
6 votesHi Simon, thanks so much for taking the time to share this great idea about improving login security.
We've had a look, and your suggestion to add a password expiry feature is now open for the community to vote and comment on.
We're keen to see what others think! They can now add their votes and share how this would help them manage their own business's security policies in Xero.
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Navigation - Back to the top button at bottom of page
Please could you add a 'Back to the top' button, especially on the reconcile and report pages, but every page would be useful.
After scrolling down many line items, it would be far quicker to have this function implemented for ease.11 votesHi team, thanks for showing interest in this idea.
While we don't have any plans for adding this within Xero atm, as mentioned in my last update if you're working on a desktop you can use the 'Home' button on a Windows, or on a Mac you can press the 'Command' key + Left arrow.
This should help when navigating a long lists or pages like reports.
We will continue to track the appetite through this idea.
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Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
6 votes -
Navigation - Ability to rename menus
Please allow non-profits to change the terminology from sales to receipts etc on the new navigation pane. Sales is not appropriate for us . Thank you
1 voteGood to understand the rationale for your idea here, thanks Hilary. Being open we don't have any plans for enabling users to change the naming of menu's, however we'd like to get a sense of the interest in this sort of capability and understanding more of the terminology that most resonates for our customers here.
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Multicurrency - Option to not assign Tracking Categories to Bank Revaluation
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
1 voteHi Imogen, thanks for sharing your thoughts on multicurrency bank revaluations. We understand how having FX differences automatically assigned to tracking categories doesn’t always fit your workflow.
This idea has been moved to Gaining support, so the community can vote and share their experiences. Adding a bit more about why this change would help in your workflow can help others see the value and give the product team context.
We’ll keep an eye on the discussion and share updates as the idea develops.
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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.
5 votes
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