291 results found
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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.
10 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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add supporting documents on the sales and purchases user
The new Sales and purchases user role is awesome!!! BUT this role cannot load a supporting document when capturing the payment (which is quite essential for a paperless office) then they can also not capture an overpayment? Is there any chance to change this?
1 voteThanks 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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remove journal access for standard users
Since the update to user permissions, Standard users now by default have access to create and edit journals. Most of our client base do not and should not have access to adding/editing journals therefore were set up with Standard user permission. This is going to be a huge job to review and update the permissions for these clients.
Xero should have kept existing permissions for all users, then we could review and expand permission for users on a case by case basis.
Further, it seems that you cannot remove journal access without also removing BAS/tax permission. WHY?!!
Please allow us…1 voteThanks 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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Email notification for inactive/dormant user logins
Please add the ability for admins to receive an email notification when a user hasn't logged into an organisation for a configurable period (e.g. 3, 6, or 12 months). This should cover all users with access, including our own staff, as well as any accountants or bookkeepers invited into our organisation.
Access often persists long after someone has left our organisation or after an accountant/bookkeeper relationship has ended, and there's currently no easy way to spot this. An automated alert for dormant accounts would let admins proactively review and remove stale access, reducing security risk from old, unmonitored logins (e.g.…
1 voteThanks 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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Viewer Permissions
Viewer permissions - Ability to customize Viewer permission for users. Eg If I want to provide viewing access to only Bills but not for Bank accounts. Also, ability to provide access to users based on Reporting tracking category, this is very useful for not-for-profit organization, where many staff are volunteer and we would like to assign user based on reporting category.
1 voteThanks 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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XAA - Log each login when using the App
Amazed to discover that a 'login' from the app on a mobile phone using biometrics for example, does not count as a 'login' at all and is classified by Xero as an 'unlocking' event, but this is not logged or tracked at all (that we users can see). So in effect the 'Login History' in 'Settings' is completely flawed. This is also not recognised in 'History & Notes' unless the user actually makes changes. So if they are just in there viewing stats etc. they are invisible. This is really not ideal.
I would like to see app logins included…8 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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You just make everything too difficult. If you change things, copy current settings because they are already ok. When you change it should n
Think like a user.
1 voteThanks 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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Tracking categories required
Feature Request: Make Tracking Categories Mandatory
Please add an option to make one or more tracking categories mandatory.
Administrators should be able to choose which transaction types require tracking categories, such as:
- Expense claims
- Supplier bills
- Spend Money
- Receive Money
- Bank transactions
- Manual journals
This would ensure all transactions are correctly allocated before they can be submitted, resulting in more accurate reporting.
1 voteThanks 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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Dual login for partners/BAS Agents
Dual Login option for Partners
Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.
This will allow agents to view client BAS for clients they are not the BAS agent for.
Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.
This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.
1 voteHi 👋 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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User Interface - Add custom tooltips to guide users through complex fields and workflows
I would like to see these across payroll, invoicing, etc. - all of Xero. It would be so helpful if admins could add tooltips to things to provide directions/instructions to staff. For example, a tooltip next to the "label" field in expense claims could tell staff what information this company wants in there to make that useful. Integrating tooltips could be a way to log compliance or chosen procedures/use across the platform. For example, putting a tooltip next to the options to add projects in expenses/invoices would help someone log guidance on when a project needs to be associated. Putting…
2 votesHi everyone, thanks for sharing this idea. We understand why having the ability to add tooltips, directions, or instructional notes within workflows could be useful, especially when training teams or guiding users through data entry processes.
The idea is to allow users to add custom guidance alongside fields, helping provide context at the point of entry and reducing the need for separate instructions or follow-ups.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
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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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Xero Central | Profile - Option to sync profile picture with Xero blue avatar or remove from Xero Central
Currently, you can't change your profile picture in Xero Central - which is bizarre, because you can change it in the "My Xero" profile.
Therefore, in the spirit of "one ledger", surely profile pictures entered manually in My Xero profile should sync your Xero Central profile.
1 voteThanks for sharing this suggestion, Hayley. We understand the request for more control over your profile picture in Xero Central, including the option to sync your Xero profile picture or remove it and return to the default avatar.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your experience, add your vote and let us know how you'd like your profile picture to work.
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Navigation - Ability to customise menus
New Xero ribbon - can it be amended?
Too much! There are things I don't use or need day to day. "Dashboard" became "home". Ok not great, but okay.
The the "+" icon on the ribbon gives me the shortcut to anything.
Xero has just gone and cluttered it up with stuff I don't need day to day. Like "Payroll" and "Reporting". Anyone else agree/disagree? How can it be amended from the users pov?7 votesAppreciate your feedback, and it's good to understand our different users needs when moving across Xero. Its good to hear that the '+' icon helps you get to most places you need.
I want to assure you we did a lot of user research and testing of the new navigation to ensure it would suit the needs of majority of businesses.
We'd like to continue to get a sense of the interest from your idea but want to be upfront that this isn't something we have plans of enabling any time in the near future.
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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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Search - Ability to create and autofill new contact based on search
It would be great if the search option would allow you to click an "add new contact" option if the contact you searched for was not found to smoothly link including the name you input into the appropriate field, without having to go out of search and start from scratch.
1 voteAppreciate your feedback and how you'd find being able to create and autofill a new contact based on search terms could save you time, Georgina.
We'll start getting a sense of the wider interest from the community in this idea. If there are any updates for this I'll let you know here.
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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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Xero Accounting App - Access to Demo Company
Since its introduction, the Xero app has had a significantly positive impact on my clients, enhancing their overall accounting experience and improving efficiency in managing their finances. I greatly appreciate the value the platform continues to provide.
However, I would like to raise a concern regarding the absence of the demo company feature on the Xero mobile application. Currently, the demo company is only accessible via the web-based platform, which presents a challenge when demonstrating the app’s capabilities to prospective clients using mobile devices.
Having access to the demo company within the mobile app would greatly enhance the ability to…
2 votesThanks for sharing how useful the demo company can be to your clients, Anneline. I've shared your feedback with our product team and will share if there are any updates for this planned. In the meantime do share this with anyone that would benefit and can support your idea here 😊
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My Xero - Group client organisations on the organisations list
Bookkeepers and accountants often manage multiple clients, with each client having multiple Xero organisations (e.g. trading entity, trust, SMSF, property entity, or separate business divisions).
Currently, all Xero organisations are displayed in a single flat list within My Xero, making it difficult to quickly locate the correct organisation for a particular client.
Proposed Feature
Introduce the ability to create Client Groups (Folders) within My Xero that allow users to organise multiple Xero organisations under a single client.
1 voteAppreciate your suggestion here, Martha. We can understand how being able to organise your organisations into custom folders or groups on the My Xero page could make it easier to navigate when you're managing multiple entities.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. While we don't expect this feature to be on the roadmap anytime soon, we'd still like to gather feedback and better understand how customers would use it.
If you're an accounting or bookkeeping practice, similar organisation management features are already available in Xero Partner Hub, where you can organise and manage clients using tags and filters. If that's a better fit for your business, you may want to consider joining the Xero Partner programme to access these capabilities.
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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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265 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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