435 results found
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Homepage - Timesheet Summary widget
Would love a widget that shows the leave requests sorted by closest leave date to later leave dates with a filter option to adjust to be able to show just pending approval, just approved or all.
Another widget that would be helpful is a summary of timesheets submitted for the current pay period/ next due pay run.
3 votesHi Tamara, thanks for sharing this suggestion. Having a Timesheet Summary widget available directly on the dashboard sounds like it could make it much easier to keep an eye on submitted hours and stay on top of approvals without needing to navigate into Payroll.
To make sure we can track interest clearly for each request, we keep ideas to one feature per post. Since you also mentioned employee leave requests, I’ve located an existing idea for a Leave Request widget and added your support there so it can continue to gather votes and feedback.
I’ve moved this post to Gaining Support so we can focus on the Timesheet Summary idea here and track how helpful others would find having this visibility on their dashboard.
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Permissions - Give Invoice Only users access to Send/Print for approved invoices
Invoice Only User SHOULD have access to "send and print" feature once the Purchase Order were approved. To address this concern, a user should have an access level of Invoice Only + Purchases, however, changing the permission to this level, the inputs made by other users, which might be confidential and unnecessarily to be seen by others, are compromised. I would like to request to add this feature (send and print) for the Invoice Only users.
24 votesWe appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.
Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.
Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.
We’ve moved this idea into the Gaining Support stage. It’s now open for voting…
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Xero Central - Add change logs to Xero Central Support pages
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.5 votesThanks for sharing your idea here Flynn and letting us know the changes that matter most for you.We understand the need to have a log of when changes were made to an article. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
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Homepage - Ability to hide decimals
Add the ability to hide decimals, as we can in reporting preferences.
3 votesThanks for sharing here, community. Our product team are keeping a close eye on feedback and we'll watch interest in the ability to hide decimals.
Jason - appreciate there are other points you've noted in your feedback and I've shared a few links to other ideas you may also like to join. It helps for us to have one idea per post to gauge support in and keep you updated on.
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Organisation settings - Change base currency
It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.
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Homepage - Add shortcut to access Repeating Invoices list
On the "Invoices owed to you widget" please add a button to go straight to "repeating invoices." You currently have "New invoice" and "View all invoices." It looks like you have room to add "Repeating invoices." You could change the text from "View all invoices" to "All invoices" if you needed more room.
3 votesHi Maggie, appreciate you for sharing your idea and explaining how this would fit into your workflow. It’s helpful to understand where quicker access could make things run more smoothly day to day.
We’ve moved this idea into Gaining Support, so it’s now open for the community to add votes and comments. Seeing how others respond will help us understand how widely this need is shared.
As a short-term workaround, you could bookmark the Repeating Invoices page in your browser or pin that tab so it’s always within easy reach. It’s not quite the same as having a dashboard shortcut, but it can help shave off some time while we continue to gather feedback.
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Remove the "Import bank statement" link
We don't need to see this link against every bank account on the homepage. The link in the ellipsis is enough.
3 votesHey Jonathan., I completely understand that you personally don’t need the Import bank statement option there.
However, we’ve chosen to keep it visible because, across all Xero organisations, it’s actually one of the most frequently used actions on the bank widget.
Many businesses still rely on manual statement uploads at different times – for example when a bank doesn’t support feeds, there’s a gap in the data, or a feed is temporarily unavailable.
So while it might not be something you use every day, it’s a key shortcut for a lot of other customers, which is why it still appears on the homepage.
If your feeds are working well, you can safely ignore it – it’s simply there as a convenient backup when it’s needed.
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Online/Offline synching, to enter data when no internet connection.
Offline/Online Syncing Xero Accounting Desktop Program which allows for Backup?
When you dont have internet connection and you need to keep the staff working, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud. Xero, when internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
What does everyone think?13 votesThanks for sharing this idea, we appreciate wanting to enable staff to keep working when your internet's down.
If we were to work on a change like this, we'd have to consider the implications this could have if multiple people worked on the same items while they were offline, and how this data would sync when they reconnected to the internet.
It's not something we have plans for, but we'll start to track the interest in your idea here, so feel free to share your idea with any colleagues that this could benefit. They can add their votes and comments to share additional detail about how this could improve their experience with Xero.
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Homepage - View recent file uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
10 votesHi team, we're pleased to share an update as we're currently developing a new homepage widget to help give you an overview of documents in files and help you take quick actions.
I'll come back to share once this is ready and begins to launch!
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Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown…
2 votesAppreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
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Organisation settings - Setting to remove data 7+ years old
In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.
I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that…
13 votesAppreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.
Right now, if you'd like to remove older data there are a couple of options;
- You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
- Change the conversion balances in your existing org and remove older data prior to this date
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Homepage | Banking widget - Real Time Balance (included future payments)
There should be a widget that shows current bank balance, that includes future payments. The current one only shows bank statement balance, and balance in Xero that only shows up to the current date. But when paying bills, it's nice to know the current balance after other future payments to have a full idea of cash flow available. This widget should then also follow through to the bills pages so I can pay bills and see my balance in real-time to make better plans of which and when bills should be paid.
3 votesThanks for your feedback, Aaron. It's good to get a sense of interest in others that would find this view useful. We'll start to track through your idea here.
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Homepage - Add app tiles to homepage for easy access
Ability to choose favourite apps and add them either to the top menu bar or the homepage. It will turn 2 clicks into 1 click which seems picky but when launching hubdoc often it would really speed things up
2 votesThanks for sharing, Andrew. Good to know the use you'd find in being able to add an app to your homepage directly for ease of access.
Lets get a wider sense of the interest in this from community here. I'll let you know if there are any plans made.
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Homepage - Inventory widget that shows when stock is low
Have the graph for the home screen with the inventory stock and flagging items with low stock.
8 votesThanks for your idea here, Sergii. Really good to hear what our customers would find most useful to get a visual of from the homepage.
We're beginning to track the interest for an Inventory widget that'd show low stocks from your idea here and I'll share if there are any updates.
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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.
2 votesThanks for sharing that you'd like the notifications to be enabled on certain posts
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation | Reporting and Accounting tabs together
As an accountant I prefer the Reporting and Accounting tabs together, under one tab as it has always been. It would slow me down, if I had to search for accounting tools/reports under different tabs.
Please keep it simple!10 votesIt's interesting to hear how our different customers find the navigation most useful for their needs. Thanks for sharing, Laszlo.
We have a close eye on all the feedback we're receiving on this new experience here in the forums and we'll get a good sens of the interest from others that'd prefer this view from your idea here.
We will share if there are any updates.
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Progressive Web App (PWA)
Make Xero a Progressive Web App (PWA)
https://en.wikipedia.org/wiki/Progressive_web_app
Gusto offers this
and many Google apps also
nice feature1 voteHi Douglas, appreciate you sharing how Xero could be a more powerful tool for you. We understand that a Progressive Web App (PWA) experience could be useful for those looking for a more app-like desktop workflow with quicker access and a dedicated workspace.
Xero is currently designed to run through your web browser, alongside our mobile apps, and a full PWA version is not currently on our roadmap. In the meantime, you can create a desktop shortcut using Chrome or Edge to open Xero in its own window, which can help keep your workflow separate from other browser tabs.
I’ve updated this post to Gaining Support as we are keen to continue tracking feedback and gather more insight from the community on how this would support their workflows.
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Homepage | Bills Awaiting payment - Filter out expense claims
Filter out expense claims from Bills Awaiting Payment
I input my own money occasionally into the business & don't require paying back, so the expense claim is left "open" & shows up on Bills awaiting payment - thus confusing the amount owing to Bills I have outstanding.
9 votesThanks for sharing your idea, Mark and feeding back on the new homepage.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Permissions - restrict access to Xero on unauthorised devices
I am looking to restrict staff members from accessing Xero on unauthorised devices. This will ensure that only company issued devices are used to access Xero. Could Xero please consider this as a quick win?
3 votesThanks for raising this with us Nuha, we can see how restricting Staff access on unauthorised devices might be helpful for businesses. While this is currently not possible, we can open this idea up to the Xero community so other users who would like to see this change can also share their thoughts. We will monitor this space for more traction. Cheers!
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Homepage - Add shortcut to create repeating invoice
Shortcut to add recurring invoice via a simple UX - just add a drop down next to the 'New invoice' button. Similar to what you already have in the Sales overview page.
2 votesHi everyone, thanks for sharing this idea! We can see how having a “Create Repeating Invoice” shortcut right on the dashboard would make managing recurring invoicing faster and more seamless.
Currently, you navigate through the Invoices menu to reach the Repeating tab, which adds extra steps. I’ve moved this idea to Gaining Support so our product teams can track interest and understand how much this shortcut could help streamline regular invoicing.
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