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Users & setup

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11 results found

  1. As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.

    Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.

    This is (fortunately) still the case in the Create transaction screen.

    This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.

    This functionality has been removed from Adjustments > Bank Fee function.

    It's annoying as ****. Just fix…

    2 votes

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    Hi 👋 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 🙂

  2. 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 vote

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    Hi 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?

  3. When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.

    7 votes

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  4. Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management

    26 votes

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  5. Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.

    Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…

    16 votes

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  6. My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.

    Ideally, they would be behind the scenes and would just show our practice as connected.

    Next best would be showing first name or first and last name, but no email address.

    We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.

    3 votes

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  7. It would be really helpful to have more MFA options active - to be able to have the option of authenticator, back up email and security questions all active at the same time.

    1 vote

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  8. you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.

    6 votes

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  9. Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.

    Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.

    It…

    2 votes

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  10. The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.

    3 votes

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  11. Currently, when you invite a brand new user to Xero who has never used Xero before:
    1) on first log in you need to register for Xero & set password
    2) on second log in, it asks you to set up multi-factor authentication (MFA)

    It would be great if MFA could all be set up in the first log in as it creates confusion for the new user on the second log in. Its also easier for accountants when helping clients to set up new log ins if it could all be done at once, rather than Register > log…

    2 votes

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