96 results found
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Web Content Accessibility Guidelines
Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.
https://www.w3.org/WAI/WCAG21/quickref/
A quick scroll through shows that Xero fails a number of criteria, such as:
- 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
- 2.4.7 Focus visible (if you…4 votes -
My Xero | Organisation - Make the whole box clickable rather than just name
This is a minor User Interface bug that has been bugging me for years.
Basically, almost every time I go to the my.xero.com Organisations page I end up clicking and waiting then realising I haven't clickedin the special place that works. The user interface here is misleading. Whenever your mouse curse enters the large box containing the name of one of your companies, that whole line highlights. But the only place you can click to actually get it to go to that company's dashboard is the text of the company name.
Everywhere else in xero, you can click in the…
3 votes -
Demo Company - Reset date countdown
Hi - it would be great if there was an indication on the Demo company when the data will be reset. We know it is every 28 days but when is the 28 days up. I've lost demo testing in preparation to show a client how Xero can help them.
Thanks4 votes -
Xero Accounting app - Organisation Switching in "Share/Context" menu
Introduce the ability on the Xero Mobile app to switch between "organisations" in the context menu of the operating system.
I have 4 different Xero entities that I need to upload receipts to, and to have to go into the app each time change the organisation before I can upload is time consuming.
2 votes -
Organisation Settings - Set default date format to DDMMYYYY for South African orgs
The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.
7 votes -
Dashboard - Business Overview Graphs
It would be nice to have a business overview dashboard similar to QuickBooks. The existing Xero dashboard is designed for bookkeepers and doesn’t have any valuable insights for business owners. Perhaps it would be better to have two different tabs on the dashboard, one for bookkeepers, and another one for business owners.
P.S.
Numbers of the screenshot are from a demo account7 votes -
User logins - Client to see a login by the practice, rather than individual users
As a firm of around 25 accountants, we all may need access to a particular client at any point in time. Currently however, the client is aware of each individual user (i.e. 25 users) rather than an as a practice.
It would be therefore be good if Xero operated like Sage or QBs whereby the client only sees the practice as having access to their data.
5 votes -
Xero Interface - Select/Highlight details on page without automatically following link
Select/Highlight Xero web page details without automatically following link
Most web links allow for text and links to be selected/highlighted by clicking, holding and dragging for additional options when the selection is right clicked (copy, print etc.)
It seems unintuitive when attempting to select/highlight (clicking and dragging over text) items in Xero, such as invoice numbers, that the page immediately follows the link as though clicked.
It is often useful to select text for simple copying, or highlight specific sections for printing on web pages, but this behavior prevents that basic utility.3 votes -
Dashboard - Ability to view NET figures
I would like to be able to see net owing on my Dashboard. Not having the ability to see a separate net figures means that without calculating vat, I can never see the true position of the business finances.
1 vote -
Notifications - Pop up when navigating away from pages with unsaved changes
When using the back arrow or clicking on the x - can we have a message to say...
Leaving the Page? Changes you have made may not be saved. Leave / Cancel.
This is to omit leaving a page without saving your work.
2 votes -
Xero UI - Unify date selectors
At a quick count there at least three different date selectors used in Xero. This makes it clunky for users and some date selectors are functionally outdated. Examples, the date selector used in Invoices (best) vs the one used in Reports (worst) vs the one used in Leave.
Use the same date selector(s) across the entire product. One that allows for:
- Keyboard entry of date(s), multiple formats eg 23/08/23 as well as 23 Aug 2023 (Invoices does this)
- Shortcuts like 'This financial year' etc - where applicable
- Quick year jumps (unlike the date selector in Reports -…3 votes -
Xero dashboard - Ledger Only Client dashboard
For Ledger only clients, who dont need or use the dashboard, there should be an option on the dashboard edit to identify the client as a "Ledger Only Client".
2 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
Emails - Avatar in email inbox to use business logo
Have the option to change the Avatar/ coloured circle with initial in email inbox, to a business logo when emails are sent from Xero on behalf of the business. I.e when sending out invoices and quotes through the Xero app.
3 votes -
Dashboard - Add a tracker for deadlines
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
2 votes -
Dashboard - Add a quarter to date (QTD) column to the Accounts Watchlist
Please can a QTD column be added on the Accounts Watchlist rather than This Month? A quarterly client is requesting this as they view the Dashboard regularly and this would be extremely useful to them.
6 votes -
Xero Accounting app - Link to Google Drive to upload multiple pictures
I’d like to be able to use Google drive on the app and be able to share links to any given file.
For example: Unit (apartment units) turnovers require multiple pictures (before and after).1 vote -
Xero Search | Items - search more fields
Can the magnifying glass search for anything entered so you can see where an item has been entered before, at present it only searches the information in the reference box. Sage & Quickbooks already do this and its very helpful as a book keeper.
4 votesIs there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
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Organisation Settings - Copy an existing company to create a new one in Xero
It could be helpful to have the functionality to be able to copy and existing company in Xero in order to create a new one with the same details. This would make setup of the new one much faster particularly when companies have multiple entities that do the same thing just in different states / Emirates / countries even. You can pretty much copy anything else within Xero so it would be beneficial to be able to just clone the company itself.
29 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
23 votes
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