Settings and activity

6 results found

1. Reporting - Add Client's logo

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   45 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

   Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

   We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

   Nkateko Mathebula supported this idea  ·  05 May, 2025

2. Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds

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   9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.

   This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.

   As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange a separate online banking login for their accountant or bookkeeper, who can then set up and manage the feed.

   Because this functionality is determined by the bank's security requirements for these types of feeds, it isn't something we can change in Xero.

   However, we are constantly working to improve our bank connections. We're excited to announce a new partnership with Plaid, which'll bring more reliable, direct API feeds to many of our US customers starting from October 2025. These new feeds will resolve this refresh issue for the banks involved. You can find out more on the Xero blog: Plaid joins forces with Xero for enhanced US bank feeds.

   The best long-term solution is for more banks to build direct feeds with Xero. You can play a big part in this! We’ve found the best way forward is for customers like you to contact your bank directly and let them know you’d like them to integrate with Xero. They can then register their interest with our team here.

   Thanks again for the valuable discussion on this!

   Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.

   This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.

   As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange… more

   Nkateko Mathebula supported this idea  ·  01 November, 2023

3. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

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   151 votes

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   submitted  ·  56 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Nkateko Mathebula commented  ·  03 August, 2023  ·  Edit…  ·  delete…

   Any news on the progress of this??? Please... It is really needed.

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   Nkateko Mathebula supported this idea  ·  03 August, 2023

4. User Role - Restrict access to individual bank accounts

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   263 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   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… more

   Nkateko Mathebula supported this idea  ·  23 August, 2022

5. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

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   submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Nkateko Mathebula supported this idea  ·  23 August, 2022

6. Fixed asset register - Include rules for tax treatment of amortization where different to accounting treatment

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Nkateko Mathebula commented  ·  05 August, 2022  ·  Edit…  ·  delete…

   game changer indeed!!!!!!!!!!!

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   Nkateko Mathebula supported this idea  ·  05 August, 2022