Settings and activity
45 results found
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6 votes
We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
AdminXero Team
(Admin, Xero)
shared this idea
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89 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment -
69 votes
Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to record an annual shutdown leave.
Purpose: Ability for Payroll admins to easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to import leave requests using CSV files.
Purpose: To save users time from having to manually create a request to the employee, and approve it. This will also help if they’re using a third party that allows them to export CSV.
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117 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to only give new users quote access only.
Purpose: Having more options when giving someone else access to Xero org.
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1,342 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add delivery address to quote/invoices.
Purpose: To save time from having to edit a contact to add a street address.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To allow multiple contacts under the same company.
Purposes: To save time changing of contact details, since some clients dealt with the same company with different people.
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296 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to change colour/add branding header to make users able to differentiate Xero orgs.
Purpose: Users can easily distinguish each Xero org that they have access to.
AdminXero Team
(Admin, Xero)
shared this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to automatically attach a file to all invoices when users send an email out from Xero.
Purpose: To save time from having to manually attach the files.
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170 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add images for each line item in quotes.
Purpose: Users’ who are selling products can easily send the picture of the product through Quotes.
AdminXero Team
(Admin, Xero)
shared this idea
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41 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to add/remove line items of a paid/part-paid invoice.
Purpose: To make users easily enter any changes on line items that have paid/part-paid status.
AdminXero Team
(Admin, Xero)
shared this idea
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66 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to set a lock period in Hubdoc, to stop data being entered for a specific period.
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118 votes
Hi community!👋
Thank you to everyone who contributed to the team’s research in this area. Your input has been invaluable. The discovery phase has given us rich insights, and we’re excited to share that we’ll be moving ahead to design and build a solution.
As we begin development, we’ll transition the idea into this next stage. We look forward to coming back to you when there are new opportunities to be involved and to share further updates along the way.🙏
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to sell an item below Zero when using tracked inventory
Purpose: Users can send an invoice to their customers when it’s 0 or below. So they can secure the deposit from the customer.
AdminXero Team
(Admin, Xero)
shared this idea
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84 votes
Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have two people to approve expenses.
Purpose: This is to make sure that expenses are checked thoroughly.
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184 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To show bank account changes in the Audit Report.
Purpose: To have clear information that specifically shows what changes in the bank account and who changed it.
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301 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to email to credit note feature in Xero.
Purpose: It’ll save users time when they need to email credit notes directly within Xero.
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31 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have additional 3 editable fields for printing layouts
Purpose: To make the printing layout look good and consistent.
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121 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to set different rates and multiple tasks for each employee in a Project.
Purpose: To improve the workflow when users’ using Xero Project, rather than having to duplicate the task for the employee.
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32 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To have the option to mark a contact as reconciled to a statement.
Purpose: Users can easily communicate to the large clients that the balance is reliable and can be paid.
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307 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To make users that have Purchase only access to be able to have Age analysis permission as well.
Purpose: To have more flexibility for giving other staff access to other parts of Xero.
AdminXero Team
(Admin, Xero)
shared this idea
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158 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
To be able to enter the note and share/notify someone else in the team.
Purpose: To be able to discuss some actions that each member of practice need to action for their clients.
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224 votes
An error occurred while saving the comment AdminXero Team
(Admin, Xero)
commented
Ability to have email notification to all users/nominated users when supplier bank account changes.
Purpose: So all people in Xero orgs will immediately know if there’s any unusual activity in supplier bank account detail.
AdminXero Team
(Admin, Xero)
shared this idea
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Users can add multiple email addresses to a client record. It would be helpful to identify which one should be treated as the primary email.