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← Share and support customer ideas for Xero

Settings and activity

46 results found

  1. Dashboard - Ability to group Accounts in the Watchlist

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  2. Quotes: Generate as legal 'Estimate' instead of quote

    13 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  3. Sales Invoice - Print each customer's payment term on tax invoice

    4 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.

    Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.

    You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.

    Lorraine Adams supported this idea  · 

  4. Navigation | Edit display picture for organisations in dropdown

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  5. MFA | Remove requirement to use

    11 votes

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    10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  6. Navigation - Return to previous screen after viewing/editing a transaction

    94 votes

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    submitted  ·  30 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  7. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    39 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  8. Organisation Settings - Ability to set colour of organisation

    244 votes

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    submitted  ·  74 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

  9. Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice

    26 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

  10. Sales invoice - Option to add a new line between existing lines

    28 votes

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    18 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice. 

    Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂

    Lorraine Adams supported this idea  · 

  11. XPM User Permission - Ability to only remove timesheet view permission

    11 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lorraine Adams supported this idea  · 

  12. User Access: Payroll - Payroll admin access only

    30 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  13. User Permission - Separate approver roles for both Invoices and Bills

    20 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  14. User Role: Ability for standard users to have access to Uncoded Statement Lines

    18 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  15. User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips

    20 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  16. User Roles & Permissions - Ability to suspend users

    22 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  17. Organisation Settings - Copy an existing company to create a new one in Xero

    26 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  18. User role permission: Invoice Only Purchases - Assign user to see bills paid

    36 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  19. Settings - Ability to lock bank Reconciliation Period

    28 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  20. User Role - Reconcile without access to approve invoices

    74 votes

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    9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

    Lorraine Adams supported this idea  · 
2