145 results found
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Organisation Settings - Setting up a UK company with a non-GBP base currency
We have a UK based client who have a presentational and functional currency in USD. There is no possibility of setting up this company correctly on Xero, as Xero only lets UK organisations use the base currency on GBP to link easily to taxonomy.
It would be very helpful if this could be set up.
21 votesHi Jonathan, when you say presentational and functional currency is USD - does the organisation pay taxes in the US? If so it would be recommended that you pick US when setting up the org.
Alternatively, if US is one of the currencies that the org regularly deals and transacts in but pays taxes in the UK it would be recommended that you select UK and the client is on an org that includes multi-currency in it's plan.
We appreciate customers would like to see more capability with currency in Xero - most recently we have added the ability to run the newer Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org uses.
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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 -
Navigation - Return to previous screen after viewing/editing a transaction
Ability to return to the previous screen after the user edited a transaction.
Purpose: To make users easily continue working on the previous page rather than having to navigate from the different page again.
116 votesHi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.
We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.
We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.
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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 -
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 -
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 -…4 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 -
Organisation Settings | Rounding - Option to exclude decimals and automatically round
Have option to remove decimals entirely. I.e. Have no ability to input decimals and where calculations are done, e.g. VAT, to round off.
3 votes -
Dashboard - Ability to change the columns from the standard two to three or four
Dashboard - Ability to change the columns from the standard two to three or four.
This would give me more flexibility to see all the data in one place without having to scroll down to see all our accounts.
33 votesHi all, we appreciate feedback we've received about improvements we could make to the Dashboard that'd better serve your needs. You may've heard that we have a new Homepage that'll replace the Dashboard and will be released to all customers over the next few months.
With updated technology the new Homepage is much more responsive and will adapt based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side. 😊
I'll keep you looped in on when this is available to everyone, but in the meantime if you'd like to try it out jump into the demo company!
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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 -
Navigation | Edit display picture for organisations in dropdown
It's very hard to tell multiple organizations apart, particularly if they have the same initials. Currently, Xero simply displays the organizations' initials. It also assigns a random color to each organization. It would help distinguish these greatly if the organization settings allowed me to upload an avatar for each organization. Xero's Demo Company already illustrates how this feature would look. Also, it would help edit the color Xero assigns so that the color could match each organization's branding.
12 votesWe appreciate your feedback on the new navigation here thanks for sharing!
Our product teams are closely monitoring all inputs we are receiving from customers on this. We'll keep a close eye on the interest this idea builds here and share if there are any updates.
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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 -
Notifications - Ability to view all notifications received (especially tax code change notifications)
Currently you can only see new notifications when they pop up in the menu. As soon as you click x, they disappear and cannot be accessed any more. It is useful to be able to look at old notifications - particularly for tax codes so that changes to tax codes can be double checked
7 votesAppreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
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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.
30 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.
25 votes -
Dashboard - Ability to set up another users dashboard
We would like to be able to hide certain bank accounts on the dashboard so our employees who reconcile our bank accounts don't also see our payroll bank account (same with loan accounts, savings accounts etc) where the wages get paid from. I.e. the ability to edit the dashboard and 'hide' a bank account for certain employees/ Xero users. Currently as I understand, editing the dashboard is unique to the logged in user.
11 votesHi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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Xero Accounting app - Customise description when adding a receipt
There should be the option to overwrite or set 'default' descriptions when using the Xero app to upload receipts. When it says 'What was it for', a list of suggestions appears. At present it only shows the following options, none of which are applicable for a lot of businesses. Even a small adjustment to show 'Purchases' or 'Materials' would be useful
11 votesHi Jamie, just to confirm is your idea here for the Xero Accounting app or Xero Expenses?
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