435 results found
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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.7 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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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.
20 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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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.
8 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 - Easily view over 50 bank accounts
Today I learned with shock that the new dashboard only supports 50 bank accounts for display. Unfortunately, we have more accounts which on the new dashboard layout will not be shown. That is not good for our organisation. The workaround via the "list of accounts" is cumbersome and definitely not an improvement.
If more than 50 bank accounts cannot be displayed on the dashboard or "Home" page, would it be possible to have FOLDERS on the dashboard like folders on a PC desktop or on a smartphone? Then I could allocate around 10 bank accounts into one folder according to…
7 votesThanks for sharing your feedback on viewing more than 50 bank accounts on the homepage. We appreciate you explaining how important this is for organisations managing larger numbers of accounts.
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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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…
23 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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User permissions - Invoice only allow to see all
It would be great to be able to select/deselect more options under each role if the role isn't quite right.
E.g. I need a user to be able to view all the previous invoices and create new ones but not be able to approve invoices. Neither Sales nor Draft sales roles offer this option.
2 votesThanks for sharing this idea and for letting us know you’d like to give a user access to view all previous invoices and create new invoices, without giving them permission to approve invoices 🙂
We’ve opened this idea up for the Xero community to vote, comment and share their feedback. The more support and discussion an idea receives, the better we can understand how broadly this capability is needed.
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User Roles - Restrict Users from accessing Notes & History for contacts *sensitive financial information*
Currently when you grant a user the ability to draft sales and purchases, this comes with the ability for that user to access the notes & history for all contacts. This contains sensitive financial information associated with that contact.
It would be useful to add in to Settings > Users > Permissions to be able to restrict access to contact notes & history as an option across all user permissions.
2 votesHi Laura, thanks for sharing this idea. We understand your outline that contact notes may contain sensitive financial information, and that more granular controls over access to contact Notes & History could help businesses protect this information while still delegating sales and purchasing tasks. This idea is now open for community support through votes and comments, helping us understand the level of interest. We'll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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Navigation - Move Tax within the Reporting or Accounting menu
I'd prefer to see the Tax Menu consolidated into either the Reporting or Accounting menu. Having more options just adds clutter and unnecessarily overwhelms users.
28 votesHi team, we appreciate the interest from you all on the new navigation experience.
We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.
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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
2 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 - Button to reset to homepage default view
Provide an option to reset the homepage to default.
Having messed around with it, I want to go back!
5 votesThanks for the feedback here, team. We don't have any plans for enabling the ability to return to a default / initial state of the homepage, for now we'll keep a watchful eye on the support in this idea, here.
However we have a somewhat related idea that our product teams do intend on exploring further around providing template or view options to help users with basic layouts that you may be interested in joining too.
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Homepage | Invoices owed to you - list of outstanding
I would rather have a list of outstanding invoices (names and amounts) on the dashboard instead of a graph with the totals owed. (same layout as the recently paid invoices list which i have removed completely as its not necessary)
5 votesThanks for he feedback here, team. Atm we don't have any plans for surfacing your outstanding invoices as a list within the widget, however we appreciate feedback we've received around the graph and our team are working on some sizing updates that would enable you to remove the graph on both the Invoices owed to you and Bills to pay widgets. You can stay updated on this work through the 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.
3 votesAppreciate 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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Homepage | Task list - Include bank Feed status warnings
Task List - Add "Refresh/Renew Bank Feed" warnings to the task list (limited to banks shown on the dashboard to prevent unnecessary warnings on old accounts). The task list is incredibly useful and for my own Homepage, I have moved the bank accounts to below the rest of the tables to try to maximise the usefulness of the homepage. This makes the warnings less visible.
7 votesUnderstand how having notifications for bank feed refreshes added to the Task list could be helpful, and great to hear you find this widget useful. 🙂
Our product teams are taking on board all feedback around the new homepage and I'll be sure to share if there are any plans made to add this, here.
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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.
2 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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Inventory Permissions - Ability to set for a Standard user
New Inventory Permissions - Standard user automatically gets full control of inventory. Is it possible to customise this like you have in Invoice only to View,Edit etc?
Could we please request further customisation of inventory permissions?
Under the current permission structure (NEW), a standard user has the ability to edit and manage inventory. However, if reduced to Invoice only, they can view inventory items (which is helpful) but they lose the ability to view all invoices for a contact. This makes it difficult for them to properly review customer purchasing history.
At present, the only way to allow visibility of…
6 votesThanks for the additional feedback! Understand how having these permissions for the Standard role would be beneficial, and this is something we do want to support but don't have a clear timeframe for just yet.
I'll shift your idea for Accepted right now and keep you updated of any progress around this here.
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Navigation | Purchases - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
22 votesHi everyone, thanks for sharing back on the new navigation experience with us here. We understand there are different options that our customers would find most useful within the menu drop downs and our product teams are paying close attention to the feedback we receive on this in Product Ideas. We will share any updates surrounding this with you all here.
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Homepage - Add Widget For Cash Manager
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
5 votesHi community, this is an idea we've ben considering and can confirm is in development wth our product team now.
I'll share another update with more information on this once it's live!
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Organisations - bulk update lock dates across multiple entities
It would be great when you have multiple entities in Xero to be able to have a consol which allows high level options across the group. i.e. Shows the companies - locked/unlocked for a specific month. Rather than me having to go into each entity and lock at month end, I would like to go to a single page and select all my entities and a date an lock for that date. Likewise for FX rates in the group - 1 page with the FX rates for the group, this would help eliminate the variances that occur on entering for…
2 votesThanks for sharing this. We understand the ask to bulk update Lock Dates across multiple organisations.
As this post contains multiple ideas, I've made changes so we can continue tracking the Bulk Lock Date update feature here.
If the other suggestion is important to your workflow, please raise it as separate ideas so we can track the feedback on each one.
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Homepage | Cash In & Cash Out - differentiate P&L items or Balance Sheet Items.
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and…
4 votesGreat to get your feedback on the Cash in and out widget from you here - Thanks for sharing.
We don't have any plans of this nature just atm, but will be keeping a close eye on the appetite of this here and I'll share if there are any updates.
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Homepage | Bank account wdget - Showing reconciled when there are items to reconcile
The new layout is harder to follow multiple bank accounts and its says "reconciled" when you still have items to reconcile which is confusing. You need to look for the green reconcile button and ignore the word reconciled.
7 votesHi team, we appreciate the feedback on the bank account widget here and I have made sure this is shared back with our product team. As soon as I have any updates I will let you know here. Thanks
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