429 results found
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Navigation - Sub menus on Sales drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…
104 votesHi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
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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.
71 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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Financial Settings - Hyper link to Lock Date from other areas
Lock Date Message - link directly to financial settings
Adding a hyperlink when you get the lock date error message to take you directly to the financial settings to update this instead of having to navigate there manually.9 votesThanks for bringing this to us Kory, we appreciate the time taken to let us know that having a hyperlink to the lock date section in the Financial Settings would be desirable. This Idea is now open for votes and comments from others in the community, so you can share this with friends and colleagues, this will allow us to gauge interest. We will post any updates here.
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Homepage/Navigation - Softer non-high contrast bright blue colour used for banner and action buttons.
Change the high contract blue colour back to the softer on the eye colur before the recent update.
Recent update changed the font and blue background on menu banners and buttons in the desktop interface
* The new blue color is too bright, causing fonts to appear blurry and creating harsh contrast that is difficult to read.
* Request to restore the previous blue color due to readability and eye strain concernsThe old blue and new blue can be seen together in the hep chat.
4 votesHi community, we appreciate your feedback on the recent colour changes across Xero, this has been shared back with our teams and they are keeping a close watch on the feedback here, however I want to be upfront that we don't have any plans to change this further at this stage.
We will let you know if here if there are any further updates planned for this.
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Invoice Editor - Registered Business Name in Footer
"Doing Business As" is an important aspect of doing business because it allows separation of business and organizational administration as well as important banking, tax and branding functions. Something as mundane as cashing a check at the bank can be done in the name of your registered brand or dba but not if the check is written out to an LLC or Inc. However, there doesn't seem to be a way to make this distinction officially in the Xero software. As an example, my company is X-Ray and Digital Services, LLC but I do business and all my branding is…
6 votesThanks for sharing this idea with us Joseph, we understand that having the registered business name and address in the footer of the invoice is something you would like see returned to the invoice settings options. This Ides is now open for others to vote and comment on so we can gauge interest from the wider community. I can see that you have raised this wiht our Support team and they have suggested using the DOCX invoice option, however you can also add the registered business name and address to the bottom left of the standard invoice by utilising the Payment Notes section as seen in the screenshot Below. Any updates to this idea will be posted here.
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Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
82 votesAppreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
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Homepage - Allow custom or extended timeframes (12+ months) for Cash In and Out widget
Can we be allowed to change the time selection on the cash in and out view (eg to 12/13 or even 18 months?) seems to be stuck on 6 months for me. I think to see trends you really need to see at least a year
26 votesHi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
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Homepage - Compact table-view widget for bank accounts
Please add a widget on the homepage that displays the bank accounts in a simple table format, including the account name, balance, and transactions that need reconciliation.
Overall, the new layout takes up too much space, making it difficult to fit essential information on a screen.
A more compact view without unnecessary elements would be appreciated.
And also the optin to disable popup adverts!
25 votesHi team, as we continue to closely monitor feedback about the new Homepage we really appreciate your input and feedback on the view of bank accounts here.
We understand how having a more compact view of all bank accounts to see the information you need at a glance would be useful and are picking this idea up to dig deeper. I'll be back to share any news around this with you all here. Thanks
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Permissions - Access to Find & Recode as a separate permission
Please bring back Find and Recode as an option to add to standard role users. Our bookkeeper could do this before and it was very helpful. Now we need to assign admin privileges (temporarily) to provide access to find and recode and it causes me angst. Working with a few growing businesses they are adding new expense GL accounts (after the fact) and this feature was really great for the bookkeeper to use in the past.
5 votesHi Heather, due to the impact that this feature can have on an organisations transactions and reporting Find & Recode has always been limited to a user with Adviser now called Administrator role.
I want to be upfront that we don't have any plans of making this feature generally available as part of the standard user role.
However, I've slightly changed the title of your idea to request this as a separate controlled permission. We'll get a wider feel of interest around this here.
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User Permissions - Allow Invoice only Sales & Purchases to export aged payables and receivables report
Xero has recently improved user permissions so that users with the Sales & Purchases – reports for sales & purchases role can access Aged Receivables and Aged Payables reports without also being given access to all financial reports.
This is a very welcome improvement, particularly for administration staff who need access to debtor and creditor information as part of their day-to-day roles, but who should not have access to sensitive reports such as the Profit & Loss, Balance Sheet or bank account information.
Unfortunately, these users can currently view and run the Aged Receivables and Aged Payables reports but cannot…6 votesThanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
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user roles
We really need to be able create a read only role where you can restrict by type (eg invoice/purchase), by client (ie restrict what clients can be seen), by "office" (ie by tracking category. The current roles are way to broad and businesses have teams that need more restricted access.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage | Bank account widget 'Account transactions' button as well as 'Reconcile items'
The ability to access the setting for each menu item is great.
The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
Purchases Tab:…100 votesHi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
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Navigation - Feature to 'favourite' menu items
Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites
56 votesThanks for letting us know how this favourites feature matters to 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 votes and comments about how this would benefit them, too!
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Homepage - Condensed/compact view with less white space
There's a lot of white space on the page. Can things be condensed more please?
21 votesReally good to get this sort of detail about aspects of the homepage that you feel could be condensed or removed to help with your experience of the homepage. We're continuing to get an understanding of community interest around this and hear any further detail of where within the page you feel space is unnecessary. Thanks
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Lock Date: ‘Unlock for Me Only’ Option for Accountants
When doing the year end processes, an accountant should be able to unlock the period for their log in only ie 'unlock for me only' as if the client or others have the same user access, they can change the accounts while we are working.
48 votesAppreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .
We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.
We’ll update more here once we gain more traction.
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Navigation - Setting to turn off help for all pages
Fewer clicks - Help banner on each page. I would like to be able to disable this permanently for established clients.
90 votesWe're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Homepage - Add a MTD for IT widget to show when due
It would be really handy if I could have a MTD widget on my Business Overview page in the same vein as the VAT widget. Currently according to Jax this isn't available
2 votesThanks for sharing, Alice. Is there anything in particular you'd want to se in this type of widget? The more detail you share will help when our product team review this idea.
For the time being we'll get a wider sense of interest from others in this, here.
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User Permissions - Update for Standard Users
Standard user to be able to run and publish reports. Standard user to be able to prepare BAS but not submit (current set up), able to lock period but not modify locked period.
15 votesThanks for sharing this Idea with us, there is a lot of interest in this area. We are moving this to Gaining Support so you can share wiht friends and colleagues so they can vote and comment!
This is really helpful for the Product team who are able to gauge the community interest. Any updates to this will be posted here.
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Homepage | Widget for next Payroll
Next Payroll Wiget for Homepage
When the new homepage was launched, I was hoping for a widget that had the link to the next scheduled payroll, the draft amount, the due date, leave to approve, timesheets to approve, last payroll (perhaps), super payments, etc. Layout could be like the 'Bills to pay' widget without the chart. Given that in Australia, SGC will need to be paid each payroll, that draft amount could also be added in the widget, linking to the Super payments module.27 votesHi team, happy to share that this is something our teams are working on at present!
We're developing a Payrun widget to help you keep track of upcoming or current pay runs ☺️
I'll come back to share as it rolls out.
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Login - Reduce graphics
Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.
The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.
And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.
How about a cut down appearance option like back in the DOS days?
But before doing that fix all those other niggly problems that annoy me.
2 votesHi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.
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