19 results found
-
PLEASE MAKE USER ACCESS FULLY CUSTOMIZABLE
Why can't Xero give an adviser the option to select the access per user? I want to choose what user gets what access, not letting the role decide the level of access. Please make it fully custom per user.
4 votesHi team, thank you for sharing with us here. It would be good to better understand the individual permissions that you'd be looking to provide users within your organisation.
We are making developments within permissions and this information would be highly useful to the teams and may also help us connect you with like minded ideas int he forums here that we can keep you better updated of changes through.
-
Include dates of updates on support pages - some of the information/instructions do not correspond to the current version of Xero.
Please include the date that support pages are updated and the version of Xero to which they are applicable.
Some of the support pages are out of date and do not relate to the current version of Xero.3 votesHi 👋 your idea is being looked into by our Community team.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 🙂
-
Group of companies
Where you have a group of companies, it would be great if you could have a HomePage which consilidated the position across all Group companies. Forinstance if you had 3 subsidiaries under 1 topco, it would be great to see the cash balances, creditors and debtors of all 4 companies in one place.
3 votesHi 👋 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 🙂
-
allow "invoice only" users to post to xero from orderwise
I would like a member of staff to be able to post to Xero from our Orderwise ERP software when I am away, so that I can have a holiday where i don't have to log in to Xero and Orderwise every morning. It is not currently possible as she has "invoice only" access. which works for everything else she does, but will not allow her to post from Orderwise to Xero. I don't want to give her access to the bank accounts so I'm stuck. Please consider making a change to user permissions to allow this 3rd party posting…
2 votesHi 👋 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 🙂
-
Quote Only User Role with Restricted Inventory Access
Proposed Feature: Quote Only User Role with Restricted Inventory Access
Introduce a Quote Only user role in Xero that allows a user to create, edit, send and approve quotes while restricting access to all other parts of the system. The user should only see the quotes they created themselves and nothing else.
The Quote Only user should be able to create quotes, edit their own quotes, send quotes to customers, and view inventory items with read only access. Inventory visibility should include item descriptions, prices, tax settings, and available stock quantities, but the user should not be able to modify…
2 votesHi 👋 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 🙂
-
Bank Sort Code
XERO is the only system I know which does not automatically add the hyphen between the numbers. e.g. 00-00-00 Instead XERO goes 000000 and you have to add 2 hyphens. This would just be nice!
2 votesHi 👋 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 🙂
-
Gibraltar
To whom it may concern, my post is not an idea but rather a request for you to consider extending your UK based XERO product to jurisdictions where UK accounting practices have been adopted and reporting currency is GBP.
I am an AAT qualified accountant of approximately 30 years. I trained at Ernst & Young in Gibraltar then moved to BDO before settling as the accountant at a local Gibraltar private school where I have been for the past 15+ years. We use SAGE and have done for 15+ years to manage the school accounts. Alongside this role I served…2 votesHi 👋 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 🙂
-
Copy Bill to Invoice, including all lines and look up Sell Price from Products and Services
It would be helpful to us if we could enter a bill into Xero, submit it, and then have the option to copy all the line details of that bill to an invoice, using the Sell Price in Products and Services (if they exist as items in the catalogue).
Some of our customer transactions are literal 'we buy in, add mark-up, and sell on' and we currently have to enter both a bill and a separate invoice to achieve this. Being able to take a bill and copy it to a draft invoice, ready for adjustments, would be very useful…
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 🙂
-
Be able to remove yourself from expenses only
Users who only have access to expenses should still be able to ask to have their permissions removed. It is ridiculous that I have access to a company expenses dashboard that I shouldn't because I don't know the subscriber and can't remove myself.
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 🙂
-
user permissions
I recently noticed that all Standard Users in Xero are able to edit the settings on a client subscription. Is it possible to make this permission optional, so that the subscriber can decide whether or not to grant staff access to these settings?
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 🙂
-
Organisation setting page collapsible headings
The Organisation settings page should have collapsible headings, similar to the Reports page, for clear, concise, and faster access to settings.
Currently, the new look of the organisation settings page is a large step backwards. It is difficult to quickly find and select a setting area that is not part of the shortcut menu options in the new look homepage/menu rollout.
The current organisation settings page is an exercise in excessive scrolling abilities to find the setting you need to access quickly.
The old (clunky-looking) Basic Settings listing and the Advanced Settings listings were a faster and better layout to…
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 🙂
-
On the new homepage, add a 'transfer bank feed' option for a bank account (as it was on the old home page)
On the new homepage, a 'transfer bank feed' option for a bank account is not available anymore as it was on the old home page. I was able to switch to the old look and complete the transfer of a bank feed, but from 2 Mar 2026 the switch to the old homepage will be disabled. Hope this fix is already in the pipeline..
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 🙂
-
Limiting self-approval in XeroMe
I have read the Xero feedback that multiple approval levels in XeroMe expenses is not on the roadmap (disspointing) but I would like to make a case for a specific situation. I have team managers that can approve other expenses, but they should not be able to approve their own expenses.
Can we please have a check box, or option, that if someone is granted approver status, that they should or should not be able to approve their own expenses? Everyone needs a reviewer, but as it stands, if someone is granted approval rights, that individual can approve their own…
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 🙂
-
The master admin has the ability to password lock a tax return or Xero Blue file to ensure even an administrator access cant view or change
abity to password lock with a master password or a requirement that to access a specifit tax return or Xero Blue file you will need to two step log in confirm access to ensure even an administrator access cant view or change a file such as the tax return and financials or the practice itself to keep its financial info secure from employees qith admin access
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 🙂
-
Logo on homepage
Can we please have the ability to add company logos? You have logos for the bank feeds, but when you have multiple company acocunts, adding logos woul dbe great.
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 🙂
-
Staff Permission Filter In XPM/HQ
Staff Permission Filter In XPM/HQ
A filter that allows admin user to be able to select a certain XPM permission and see which staff in the business have access to it.
Also, being able to update staff permission in bulk or by group/team
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 🙂
-
latest update removal
Please remove the latest update on Xero: when you copy an invoice it automatically opens a new tab on my laptop. I have more than 20 invoices to post everyday, I do not wish to have 20 tabs on my screen in the end. Not every update is a good update. When you don't have a better update, it's better to just maintain it.
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 🙂
-
Xero Product Ideas - Notifications - enable/disable per post
Currently Product Idea notifications are either enabled or disabled.
Which means I get a ridiculous amount of emails for every single product idea I've ever commented or voted on. And given Xero's inability to actually resolve any of these issues, the number of notifications is going up and up.
Currently, because of the amount of complaints about the new homepage my inbox is full every morning.
I don't want any more notifications reminding me how bad the new home page is. However, I do want notifications on a lot of the other 'Product Ideas' that I am following.
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 🙂
-
Login - Use backup email or phone for confirmation of suspicious login
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.
7 votesHi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
- Don't see your idea?