429 results found
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Navigation - Add a shortcut to Financial Settings in the main dropdown menu
With the new layout I cannot star the financial settings anymore. please add this to the drop down
30 votesThank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
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Homepage - Remove business overview and shift customise button
I like the new look. Can the Business overview heading be removed and the customise button be moved up to where it is in the old homepage, next to last login? Screen real estate is very precious, especially when the client has a lot of bank accounts/credit cards that fall off the bottom of the screen and can get easily missed.
49 votesUnderstand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
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Homepage - Ability to color code the cards
Suggestion: please allow us to color code the cards. This would help visually organize things. For example, bank accts one color, Invoices and Bills another, analysis another color.
7 votesThanks for your suggestion, Karin. Appreciate there are different ways customers find the homepage would work best for them.
We'll track the interest in being able to colour code cards from your idea here. This isn't something we have plans for atm, but I'll be sure to share if there are any updates.
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Homepage - Add quick access links for most important features
A couple of customisable quick buttons to take you to your most frequest pages eg. invoices / purchase orders / timesheets
12 votesHi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
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Manual Journals - Approval workflow and permission
Permissions - User Roles to Submit and Approve Journals.
There is currently just an option to "save as draft" or "post" so no approval workflow or audit trail on approvals.
Users should have custom permission to create/submit or approve journals.
4 votesThanks for sharing your feedback. We understand the need for more flexibility around who can create and post manual journals. A dedicated approval workflow could make it easier for teams to delegate journal preparation.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your team, add your vote and share what you'd like the approval workflow to include.
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User Settings - Ability to update invite user email
Individuals with the ability to manage users should be able to change and update email addresses for users rather than having to delete the user and add again.
4 votesAppreciate how this could save you a couple of steps, Jennifer. This isn't something we have plans for at present but will start to gauge interest from our community in, here.
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Homepage - VAT & Corp tax running total
At a glance, a running total of VAT and Corporation tax due. As a small business, this would be very helpful for planning. Crunch Accounting had this on their homepage and it is the only thing i miss about their very clunky system!
31 votesHi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
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New Homepage - Ability to add custom widget
Customisation of widget request, ie Add New Widget >> Select certain costs >> Select certain incomes. Show chart month by month.
7 votesThanks so much for taking the time to share this idea with us.
Right now, the new Xero homepage doesn’t support creating your own fully custom widgets. You can customise which of the existing widgets you see, change their order and (for some widgets) adjust their size, but there isn’t a way to build and plug in a brand‑new widget type yet.
We have moved this to Gaining support, while we can’t promise if or when custom widgets will be available, votes and comments on this idea are really valuable, so please keep adding any specific examples of what you’d like a custom widget to do. That kind of detail really helps our product team when they’re exploring what to build next.
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Inventory Access Only User
Good day. I would like to suggest to create an inventory access only role. This is due to confidentiality of customer data which are accessible by all sales role user. Alternatively, if can enhance Customer data access permission for sales role user as optional also will work. Thank you.
2 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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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…
10 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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manage online payments per invoice for sales users
Allow SALES users to select if online payment method is enabled or not for particular invoices. Following card surcharges ban, we want to accept credit card payments for certain invoices only.
At present only Admin or Standard user can edit this feature.2 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 - Business Performance dashboard
I would like the Business Performance graph to remain. Its a useful visual and instant reminder of the performance.
Additionally adding the VAT liability to the home screen would be extremely useful. Yes I know it changes daily, however a good insight for business and management of cash flow in an instant (without having to produce reports).
The contents of the proposed Task Bar is just a duplication of information that's already on the home screen therefore not useful to add them collectively on 1 widget. To be able to add our own written task and reminders on a calendar…
29 votesReally good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
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New Homepage - Formatting options in widgets
I wanted to share some thoughts on the latest Xero homepage redesign after seeing a comment that really resonated with me about how much space the widgets are now taking up and how much more cluttered it is now. From a web design point of view, it’s just not intuitive, it’s cluttered and feels way too full, especially compared to the previous version where the widgets sat nicely in the centre and only took up maybe 50% of the page.
I genuinely believe the homepage experience could be dramatically improved with just a few changes:
Simplify the default data shown…
7 votesHi team, thank you for sharing back with us on the new homepage here.
Right now we are working on developing some of the widgets to allow more control of the view and information you see. As an example we are developing the Invoices owed to you and Bill to pay widgets to provide the ability to resize and change the information that is shown.
We will keep you updated on the release of these here.
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User Role - Allow Invoice Only users to Export Contact List
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.
5 votesHi Rozane, thanks for raising this idea. We can see how being able to export contacts with Invoice Only permissions could help businesses delegate tasks to team members without giving extra permission.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand the workflows where this level of access would be valuable.
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Navigation - Add Tracking Category back to main menu
Please add Tracking Categories back to the main menu, so it can be accessed with one click instead of having to navigate through to settings. Under accounting tools would be fine. Thank you
20 votesThanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
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Notifications - Tag other users in Notes and elsewhere
Anywhere we can add Notes (invoices, transactions, etc.) we should be able to tag other users. I'd like to write a note for my bookkeeper and tag her so she knows to go look at it.
Those tags should then show up as notifications in that users console and/or some sort of "To-do" area.
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can see how quickly tagging other users straight from Xero would be helpful. We've updated the status to "Gaining Support" and 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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Homepage - View recent document uploads
Widget or badge to show if there have been new files uploaded by the client or colleagues since your last logon.
31 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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Permissions - Access to view but not reconcile bank account
Standard User Roles - Toggle ability to reconcile transactions. Would like the option for Standard Users to have full visibility of the bank (Reconcile tab included) but just not be able to reconcile any invoices/bills/spend moneys
3 votesHi there, thanks for sharing this idea about allowing users to view bank accounts and the Reconcile tab without being able to reconcile transactions. Thanks for letting us know how separating visibility from the ability to make changes could help businesses delegate banking tasks while keeping tighter control over financial actions. We’ve opened this idea for community support so others can vote and add context. This will help us understand the broader need and gauge the impact for other Xero users.
We’ll continue to monitor the feedback and engagement on this idea and update the thread if there’s more to share.
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Homepage - Quick Access Widget for Favourite Reports
Hi. Could we have a widget which provides shortcuts to the reports we've added as favourites, please?
13 votesHi Terry, it's great to hear your idea on how to make the dashboard work harder for you! Having your key reports front and center would make it more accessible.
Right now, jumping into the full reports menu multiple times a day can feel a bit repetitive, especially when you rely on certain custom reports.
For now, you can use the “Starring” feature in the Reports center. Star your favourites and they’ll appear at the top of the Reporting menu for quicker access. Some users also find it handy to bookmark report URLs in their browser for instant access.
This idea is now Gaining Support, so the product team can see how much interest there is in more dashboard customisation.
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Homepage - Add new bank accounts to homepage by default
Automatically show new bank accounts on the Homepage
When a new bank account is added in Xero, it currently defaults to being hidden until the user manually clicks “Add to homepage.” This creates an extra, unnecessary step.
Suggestion:
Have newly added bank accounts appear on the Homepage by default, with the option to hide them if users prefer. This would streamline the setup process and reduce friction for users who expect new accounts to be visible immediately.8 votesHi team, after further discussion with our product team we're going to open this idea back up and would like to better understand the wider interest for being able to add new bank accounts as a default to the Homepage.
As mentioned in our last update at present.
- When you add your very first bank account to your Xero org, this automatically appears as a widget on your Homepage
- After this, additional bank accounts you add prompt a banner so you're made aware there are new accounts, and you can Edit your Homepage to add each of them as a widget to your view and arrange where these sit on the page.
We'd be really keen to get further insights through your feedback here on why showing every bank account by default would be most useful to your business, as opposed to being able to Edit the homepage and add…
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