Settings and activity
24 results found
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606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment An error occurred while saving the comment 
Maria McAdam
commented
@Ethan depends on the size of your business, but this is a good start: https://arielle.com.au/best-accounting-software-for-small-business/
My personal preference is QuickBooks but it's expensive
An error occurred while saving the comment Maria McAdam
commented
@Tzippy, that's an idea worth exploring thank you - we are so frustrated with the inefficiencies of being unable to assign basic work to staff. Since Xero indicates no intent to make Xero more user-friendly for businesses larger than just one or two people, cashbook might be the way to go.
An error occurred while saving the comment Maria McAdam
commented
I agree wholeheartedly with Carol. When I am asked my opinion on Xero I advise it's great for a one or two man business, but unfortunately struggles to grow with a business - due to the inflexibility of user level access. When our business changed over 7 years ago, we were much smaller and this inflexibility was not a problem, but now it means I am unable to delegate aspects of my work without allowing access to sensitive information.
Maria McAdam
supported this idea
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An error occurred while saving the comment Maria McAdam
commented
@Jamie Foale QuickBooks allows very granular permissions - you can decide exactly what your roles are and what each role can see. Despite the pain of changing again I'm preparing our business to go back to QuickBooks. Unfortunately Xero is not positioning itself to grow as its clients grow,and we've outgrown it.
An error occurred while saving the comment Maria McAdam
commented
I have an employee who attends to accounts payables for her area (pay bills and send remittances). This used to be possible through "approve and pay (sales and purchases)". Some update over the last few months means that now sending remittances is only possible with full access to all bank accounts, which means she can see payroll transactions and information that is outside of her area.
An error occurred while saving the comment Maria McAdam
commented
I'll be on leave and need to train an employee to reconcile our main operating bank account in my absence, but not see the remaining financial picture of the business.
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355 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Maria McAdam
supported this idea
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326 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Maria McAdam
supported this idea
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421 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Maria McAdam
supported this idea
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
536 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Maria McAdam
supported this idea
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389 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Maria McAdam
supported this idea
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146 votes
Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.
Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.
We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.
We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.
Maria McAdam
supported this idea
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59 votes
An error occurred while saving the comment Maria McAdam
commented
If ATO provides it as an option, it should be enabled in Xero.
Maria McAdam
supported this idea
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362 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Maria McAdam
supported this idea
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9 votes
An error occurred while saving the comment Maria McAdam
commented
This is not yet critical to our organisation as we are an association, but anticipate it will become very important since the February 2024 reporting of the WGEA data. Please xero, it can't be that hard to make this report for us!
Maria McAdam
supported this idea
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455 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Maria McAdam
commented
@Wendy Xing I'm surprised auditors are not jumping up and down about this. It's a huge risk to businesses. It seems that Xero is not designed to support businesses in their growth phase - either they grow (and allow additional users into Xero (risking their data/confidentiality)) or the owner/bookkeeper has to remain the sole authority on the accounts.
An error occurred while saving the comment Maria McAdam
commented
Need to be able to distribute tasks to staff without them accessing bank data!
Maria McAdam
supported this idea
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958 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Maria McAdam
commented
This is the perfect place to store employment contracts (required by law / as best practice) while retaining privacy. Adding this functionality would be brilliant
Maria McAdam
supported this idea
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303 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 Maria McAdam
commented
Whenever anyone asks my experience of Xero, I tell them that it's great for single business owners / single bookkeepers, but has serious shortcomings when it comes to distributed roles. Until Xero fixes the really basic requirements of different users being able to access only "their" areas of Xero, I steer people away from it. Unsure why accounting firms continue to recommend it, knowing of these serious shortcomings.
An error occurred while saving the comment Maria McAdam
commented
I've been in touch with xero support on this - Tori kindly replied : The only action I can do here is pass on your feedback to our Product team. I've had a look at the votes and comments on Xero Product Ideas and I can see the frustration from not only yourself but other users of Xero.
Of course the difficulty is that Xero is ideal for small business owners but unable to cope with workforce segmentation eg with A/R / A/P roles requiring access only to aspects of Xero specific to their areas (eg reporting, not bank recons).
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169 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: 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 use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Maria McAdam
commented
You can appreciate that as businesses get bigger (thanks in part to Xero) the inflexibility to allocate users to "siloed areas" within Xero becomes a limiting factor.
So an employee dealing with payables or receivables cannot run reports specific to their area (eg to chase up outstanding invoices)) without also having access to the bank accounts, which is unworkable for a business.
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26 votes
An error occurred while saving the comment Maria McAdam
commented
Not exactly the same, but related to this, a manager needs to be able to run timesheet reports but without having access to all other reports or payroll.
Maria McAdam
supported this idea
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50 votesMaria McAdam
supported this idea
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21 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Maria McAdam
supported this idea
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10 votes
Hi team, we appreciate wanting to make flows as efficient as possible and this would simplify making payments to your employees.
While this isn't possible right now, we have a close eye on all the ideas in the forums here and will continue to track the interest in this closely.
An error occurred while saving the comment Maria McAdam
commented
I set up an aba file for batch payments of payroll (Xero Aus), which then can be imported into the bank account (same as I do for bills). See attached, once you have posted the payroll this option is available to you.
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728 votes
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!
Maria McAdam
supported this idea
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183 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.
Maria McAdam
supported this idea
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I've always thought that Xero is beautiful software for a one man business but struggles to grow as a company grows and this issue is that in a nutshell.
On the other hand, when I get terribly frustrated with these Xero pain points I review other bookeeping software (ready to launch lol) and every time, Xero is the best of a bad bunch. All of them have "quirks", changing goalposts and workarounds (including some really struggling with multiple windows open, something Xero excels at).
Every change to any online software requires processes and procedures for businesses to be changed - and that's hard for businesses.
Anyway, I complained about the new invoicing on TrustPilot & that got some "spin" feedback from Xero, but at least they do pay attention.