103 results found
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user roles
We really need to be able create a read only role where you can restrict by type (eg invoice/purchase), by client (ie restrict what clients can be seen), by "office" (ie by tracking category. The current roles are way to broad and businesses have teams that need more restricted access.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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user permissions
ability to allow some users access to connected apps but NOT bank accounts. Currently you can't have one without the other. We currently have a user who should not be seeing the bank accounts or have the ability to reconcile and make changes etc but needs access to connected apps which puts our not-for-profit organization in a vulnerable situation.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Inventory Access Only User
Good day. I would like to suggest to create an inventory access only role. This is due to confidentiality of customer data which are accessible by all sales role user. Alternatively, if can enhance Customer data access permission for sales role user as optional also will work. Thank you.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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manage online payments per invoice for sales users
Allow SALES users to select if online payment method is enabled or not for particular invoices. Following card surcharges ban, we want to accept credit card payments for certain invoices only.
At present only Admin or Standard user can edit this feature.2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Can you please enable ABN entering when creating a new contact in the invoices/bills screen
Can you please enable ABN entering when creating a new contact in the invoices/bills screen 'Update Contact details' box
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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have the IRD number displayed more prominently in the interface
Can we have the IRD number displayed more prominently in the interface. Maybe at the top with the account name? It is a PIA trying to find it when I need it. It always seems hidden in areas of Xero I never need to go. Takes me 10 minutes to find it when I need it.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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View data when file cancelled
Ability to access a cancelled file to view the data only.
I don't need to process any transactions, but be able to view the client history for warranty information, etc. We are required to keep data for 7 years to be able to provide to the ATO, why can't we have read-only access for the file once it's finalised. One client has restructured, but still needs to be able to view the sales, and pay for a file he is getting no usage out of (even as a ledger).
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage - task list - assign to users
It would be helpful to be able to create tasks and assign to other Xero Users in the organisation and see their status.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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App improvements needed
Please add invoice date filtering and daily sales totals to the Xero mobile app (Android and iOS)
As a business owner who uses Xero, I'm genuinely surprised at how limited the mobile app is when it comes to viewing and managing invoices.
One of the most basic things I want to do is open the app and see all invoices raised today and their total value. Unfortunately, there doesn't appear to be any way of doing this.
The app displays how many invoices are unpaid or overdue, but doesn't provide a simple way to view invoices by date or see…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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email notification sent when a new employee/supplier is set up
Clients like the email alert on bank account changes and have had a client suggest that something similar be setup for a new employee/supplier added - specifically when the bank details are added. Let the client see this from the start. Very common method of fraud is fake suppliers or fake employees, so having an email notification to the relevant person on setup can stop something being snuck in by someone.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Consolidated reports accross mutilple entities
We need the ability to create consolidated reports for mutliple Xero files. MYOB does this well. many group operate with multiple entities, it is so important for accountants to be able to consolidate the group position without resorting to excel exports...
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Log into more than one company
It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…
30 votesHi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
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Organisation settings - Change base currency
It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.
61 votes -
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.
19 votes -
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.
10 votes -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
14 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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User Roles - Ability to filter and sort list by roles and permissions
As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.
It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.
8 votes -
Email - Ability to cc and bcc sent emails
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
99 votesHi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
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Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
6 votes -
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…8 votes
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