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  1. 22 votes

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    Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.

    We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.


    Jane Skinner supported this idea  · 
  2. 529 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Jane Skinner supported this idea  · 
  3. 21 votes

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    Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another. 

    As noted earlier there are a couple of existing options that some may be able to make use of like;

    • Using Billable expenses to mark items of your bills as an on charge to your  customer which can be easily added when the invoice is created for the customer later on, or 
    • Perhaps entering the invoice first, and then copying the invoice to a bill

    We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience. 

    Jane Skinner supported this idea  · 
  4. 299 votes

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    Jane Skinner supported this idea  · 
  5. 353 votes

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    Jane Skinner supported this idea  · 
  6. 317 votes

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    Jane Skinner supported this idea  · 
  7. 283 votes

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    Jane Skinner supported this idea  · 
  8. 709 votes

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    Jane Skinner supported this idea  · 
  9. 338 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Jane Skinner commented  · 

    This is linked to Idea: User Role - Restrict access to individual bank accounts, which has also been around for some years!
    Xero have admitted they have not been ready for larger organisations, but if that's the case it doesn't make sense that they keep on advertising - unless they are hoping that companies who are NOT a sole trader will give up with them & they can just have lots of sole traders who won't need the same functionality....................
    Generally I like the software, but get very frustrated at their lack of communication & disinterest in their customers' needs.

    Jane Skinner supported this idea  · 
  10. 400 votes

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    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

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    Jane Skinner commented  · 

    Is there any update on this critical function yet?
    Surely Xero must be breaking GDPR rules by not having the option to restrict access to some areas for some users?
    "Building on beautiful" should NOT be taking priority over GDPR compliance.

    Xero, please push this to the top of the queue as it really is imperative for any organisation other than a Sole trader.

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    Jane Skinner commented  · 

    Perhaps we all need to regularly raise this on our own cases (rather than this forum which doesn't seem to be checked by Xero very often). That way Xero support staff will be having to respond frequently & maybe they'll then realise how important it is!

    Jane Skinner supported this idea  · 
  11. 20 votes

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    Jane Skinner supported this idea  · 
  12. 20 votes

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    Hi Margaret, thanks for raising your idea here.


    Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


    Does that change your idea here at all?

    Jane Skinner supported this idea  · 
  13. 3 votes

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    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

    Jane Skinner supported this idea  · 
  14. 18 votes

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    It's good to hear how we can improve our forums for you all to continue engaging with one another within Xero's community. With the launch of Xero Product Ideas in April, we took the opportunity to restructure the site in a more meaningful way for our customers.

    The forums are split by product - In for small businesses, you'll find categories that represent feature in your blue Xero organsiation. While over in for accountants & bookkeepers, you can support ideas for Xero's Partner products and features aimed at practices servicing Xero clients.

    Communities by country is something we'll continue to assess. We appreciate how greater visibility of a users time zone could help with navigation of knowledge and ideas. In the meantime, you'll find in the forums here and across in Xero Central Discussions community managers may sometimes edit the title of a community discussion to include most relevant regions…

    Jane Skinner supported this idea  · 
  15. 87 votes

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    Jane Skinner supported this idea  · 
  16. 88 votes

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    Jane Skinner supported this idea  · 
  17. 645 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Jane Skinner supported this idea  · 
  18. 1,076 votes

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    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

    Jane Skinner supported this idea  · 
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    Jane Skinner commented  · 

    Urgently need the ability to have multiple delivery addresses for a customer. Have asked previously, but that thread (& the 100's of comments) seems to have disappeared!
    Xero, please spend time on this rather than other updates which we don't like.

  19. 292 votes

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    Jane Skinner supported this idea  · 
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