96 results found
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Dashboard: Account watchlist - Ability to add bank account to the account watchlist
To make a bank account in Xero to be added to the account watchlist.
Purpose: Users can easily monitor the bank account that’s added to the account watchlist.
5 votes -
Dashboard - Cash flow forecast
Ability to show cash flow forecast on the dashboard.
Purpose: Users can easily get the snapshot on how their cash flow projection is doing for their business.
15 votes -
Organisation Settings - Add Registered office address separate to Postal & Physical addresses
Separate field between office address and postal & physical address.
Purpose: To make the administration process and setting up organisation details in Xero easier.
38 votes -
Global Search - Search items by Description
Ability to search items by description through global search in Xero.
Purpose: To save time searching line items, especially for users who are dealing with lots of items.
139 votesAppreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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Email Settings - Set which users to receive Bank account change notification
Ability to select one or two users to receive the notifications when there’s some changes in a Bank account.
Purpose: Because some staff in Xero doesn’t need to know if there’s changes within the bank account.
86 votes -
Email Settings - Ability to add other email address when user choose 'Send me a Copy' option
Ability to add ‘Send me a Copy’ check to also include other email addresses.
Purpose: To make other colleague within the users' workplace get the copy of the email, so they’re all informed.
42 votes -
Dashboard - Add a Client Notes box
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.
22 votes -
Organisation setting - Ability to hide/delete the demo company
Option to hide or delete the demo company in Xero.
Purpose: Often a demo company creates confusion for users, so it’s better if they can hide/delete it.
293 votesHi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.
That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.
While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.
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Dashboard - Widget Calendars starting on Monday
Add the option to show widget calendars that start on Monday instead of Sunday.
Purpose: To make the start of the week, is the first day when they’re going to work.
49 votes -
Email Settings: Add a default CC email address to templates
Ability to add a default CC email address in the email template.
Purpose: Users can easily input another email address when they have to add they create an email template.
71 votesHi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
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Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.
Ability to copy/duplicate details into Demo Company.
Purpose: To easily test any changes in the Demo Company rather than implementing it directly into ‘Live Xero organisation’.
51 votes -
Notifications - Email/notification when items are Awaiting Approval in Xero
Ability to notify an approver within the Xero org when items are in the Awaiting Approval status.
Purpose: Approver can approve or decline the transactions faster.
350 votes -
Navigation - Ability to open multiple Xero organisations on different tabs
To make users able to open different Xero organisations in different tabs.
Purpose: To improve the accountant's workflow, rather than jumping into different browsers.
92 votes -
Dashboard - Create and customise graphs/reports on the dashboard
Ability to give users options to customise various graphic reports on the dashboard.
Purpose: Users’ can easily see the graph and business performance from the dashboard.
56 votes -
Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
49 votesHi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
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Organisation settings - Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
27 votesHi team, while not relevant to all areas of Xero atm. As we continue to develop the product you'll find there are many places where teams are beginning to add improvements to behaviours such as Xero remembering your last selection.
For example, in the Products and Services page(Inventory items) if you make a change to the number of items shown, and navigate away from the page when you return this selection is remembered. A couple of exceptions to this is when you change browsers, or if you're using incognito mode or a private browsing page.
We appreciate there are more places across Xero you'd like to see these behaviours and we'll keep you updated of more improvements here.
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