281 results found
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Navigation | Search - Show and select from recent search history
Have the search bar bring up a list of your most recent searches instead of having to re-type what you're after.
4 votesHi everyone, thanks for sharing this idea. We understand that having a quicker way to return to recent searches could help when moving between clients, transactions, and reports.
The suggestion is to add a recent search history dropdown in the global search bar, making it easier to revisit previous searches without re-entering the same details.
For now, opening commonly used items in separate browser tabs can help you move between workflows without losing your place. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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Xero Accounting app - Ability to view Balance Sheet
Hi Xero Team,
I’m really disappointed to discover that the Xero Mobile App doesn’t provide any way to view the Balance Sheet - a core financial statement that forms half of any set of accounts and is the backbone of understanding a business’s position.
As a property developer, tracking CAPEX spends per project is critical, and not having quick access to this information on the go is a significant limitation. Even a simple dashboard or quick-glance view in the app would make a huge difference for users like me who rely on Xero to manage their businesses efficiently.
We all…
17 votesAppreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.
This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.
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Giving a user rights to edit customer details should entail them to have access to export the customer list details to csv or excel
If a user has access to Invoices and Purchases and they have the ability to change Customer detail the role or an additional role should be to be able to export customer lists details as well as a seperate roll to access the age receivables.
This would give the Debtos managment role full access to follow up on all debtors and be able to update details for customers in bulk.
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 🙂
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Conversion Balances - Warning for unsaved conversion balances before navigating away
I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.
14 votesHi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Add Custom reports access to Reports menu
Custom reports as an option the Report drop down. I know we can favourite them, but if we have a lot of custom reports it's quicker just to go to the custom report page immediately and work from there.
17 votesThanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.
We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.
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User Role – Enhancement to Invoice Only (Sales) for Payment Management
We are encountering a limitation within the current user roles that is hindering our Sales team’s efficiency in managing customer accounts.
The Issue:
The existing 'Sales (Invoice Only)' role does not provide the necessary permission for sales staff to amend, edit, or delete payments applied to invoices. This is critical for adjusting client balances quickly during the sales and collection cycle.
The only alternative role grants full access, including Purchases/Accounts Payable, which we cannot provide to the Sales team due to internal control policies.
The Request:
To ensure our Sales staff can manage the revenue process without accessing sensitive financial…
10 votesThanks for raising this idea about user role permissions for payment management. It’s a great starting point, and we can see how more granular sales role controls could help with managing access and maintaining internal checks.
This idea is now Gaining support, so it’s now open for votes and comments. If this would be helpful for your team, jump in and share how you’d like to see it work, more examples and context will really help when we look at this in future.
Looking forward to hearing the community's thoughts and seeing the discussion build around this one.
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User roles - 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…
4 votesHi Matthew, thanks for sharing your idea, and letting us know the changes that matter most for you.
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! Cheers
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Organisation settings - Ability to set calendar weeks to start Monday
To be able to globally set the entire Xero platform to week start on a Monday
4 votesHi Harvey, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this with your colleagues and friends who might find this feature useful. Cheers
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Global search - ability to search for amount including comma for thousand separator
This seems like an absolute no-brainer.
When looking for an invoice or payment, I often copy the amount from a remittance or similar, and it is a frustrating waste of time to have to manually remove the comma.
This should be easy to implement, and would make the user experience smoother seamlessly.
9 votesThanks for sharing your idea, and letting us know how we could improve global search for you.
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.
If there are any improvements planned that would accommodate what you're after here, we'll let you know.
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Users - Login history only shows 60 days extend to longer period
I used to be able to sort by login history to see who has been working on which client account. This feature no longer is available it seems. Also, there used to be the ability to see a year's worth of logins, now it's only a few months. Why the change? This doesn't help when we are doing a year's worth of book-keeping for previous periods and I would like the functionality back to what we had in Classic. When using something New, please add and not remove well used and helpful reports and options. Thank you.
BTW, why did…
9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. Currently the History and notes Assurance dashboard shows the date and time for the year. We can appreciate that the Users - login history should show a period longer than 60 days, 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.
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Organisation Settings - Allow customisation of company name abbreviations (initials)
The 3 letters that are by the company name are automatically chosen by Xero, we should be allowed to change this to something relevant, for example, my company is called ACR Fabrications Ltd, common sense would dictate those 3 letters should be ACR yet xero has chosen AFL which is obviously the first letter of each part but that's not relevant to my company
5 votesHi Ashley, thanks for sharing your idea. 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.
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User Permissions - Update for Advisor role
Advisor role should be higher authority than standard, ie to be able to override locked period transaction without opening the period. Able to build new/custom report, submit BAS.
1 voteHi Dina, thanks for sharing this suggestion. We understand why having the Advisor role provide broader capabilities than the Standard role could be valuable for practices managing client files and completing higher-level accounting tasks.
Currently, some actions still require additional steps outside of the Advisor role, such as making adjustments to locked periods, creating custom reports, or completing certain compliance-related tasks. Having these capabilities available within the Advisor role could help reduce unnecessary workflow interruptions and better reflect the level of access expected from an Advisor user.
We appreciate the examples shared around how this impacts day-to-day practice workflows. I’ve updated the status of this post to Gaining Support so we can continue tracking feedback and gathering more votes.
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Settings | Keyboard shortcuts - Ability to update shortcuts at user level
kindly introduce the option to edit the custom shortcut keys, according to the user's choice.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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.
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Find and Recode - Warning that highlights impact when recoding tax type
Find and Recode should not be able to change tax type without fair warnings in Sales Invoices.
This is a risky feature to be used without warning. I have noticed that it doesn't change the sales invoice, which it shouldn't. But surprise was it could change any invoices selected no matter if those were already issued/ paid/ closed etc.
1 voteAppreciate the added detail, Ankit. Understand how an extra warning and drawing attention to the impact a change could make may help some users.
I've slightly edited the title of your idea and we'll get a sense from the wider community here that'd find this helpful (feel free to share with your own client too!)
It's not something we have planned at present, but will update you here if any are made. 🙂
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Multicurrency - Option to not assign Tracking Categories to Bank Revaluation
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
7 votesHi Imogen, thanks for sharing your thoughts on multicurrency bank revaluations. We understand how having FX differences automatically assigned to tracking categories doesn’t always fit your workflow.
This idea has been moved to Gaining support, so the community can vote and share their experiences. Adding a bit more about why this change would help in your workflow can help others see the value and give the product team context.
We’ll keep an eye on the discussion and share updates as the idea develops.
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Navigation - Add Urgent or Priority to Projects menu
Hi Kelly, concerning projects, I have a thought or idea in seeing HOT Projects or URGENT or PRIORITY Projects in the Projects drop down just like the drop down on the Reporting button that you have Favorite Reports when you create custom reports or when you favorite some of the standard ones. Thank you, John
13 votesThanks for sharing how you can see us developing the new navigation experience to further enhance this for you.
Our product teams are taking all feedback we're receiving through the forums here into careful consideration as they keep planning their roadmaps.
We understand our customers have different needs when it comes to menu options and will share if there are any updates on this with you here.
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Navigation - Freeze bar at the top of the page to save scrolling
Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.
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262 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
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Navigation - Add link to go into Files from the menu
Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files
4 votesHi Rosemarie, appreciate the ask to minimise clicks when accessing the Files library—those small efficiencies can make a big difference in day-to-day work.
To be upfront, our Product team doesn’t currently have plans to add Files to the menu bar. That said, we’ve moved this idea into Gaining support so the community can add votes and comments, which helps us better gauge overall interest and impact.
In the meantime, a quick tip you might find helpful: pressing the slash key (/ or /?) and then F will show a link to the Files Library that you can click straight away.
Thanks for taking the time to share your feedback— please keep the ideas coming.
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Product Ideas - Search for items already voted on
Search or filter within this product ideas tool for items already voted on.
1 voteAppreciate the feedback on how we could improve these forums for your use, Vince. It'd be great to get more understanding of how being able to filter by vote would help you.
Right now, form within a forum or category there are a few sort options including Hot ideas, Top or New.
Top will sort all ideas within that forum or category by most to least amount of votes. Appreciate, there is no way to do this from search atm though.
If you can share any further details of why this would be helpful we'd love to hear it. Thanks
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Log into more than one company
It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…
26 votesHi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
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