Settings and activity
172 results found
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15 votes
Anura Ranasinghe
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305 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 😊)
Anura Ranasinghe
supported this idea
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6 votesAnura Ranasinghe
supported this idea
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16 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Anura Ranasinghe
supported this idea
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5 votesAnura Ranasinghe
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6 votes
Hi Simon, thanks so much for taking the time to share this great idea about improving login security.
We've had a look, and your suggestion to add a password expiry feature is now open for the community to vote and comment on.
We're keen to see what others think! They can now add their votes and share how this would help them manage their own business's security policies in Xero.
Anura Ranasinghe
supported this idea
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17 votes
We appreciate you taking the time to share and support this idea. We can see that this idea is already gaining traction amongst the community. Giving Invoice Only users the ability to send or print approved invoices has the potential to simplify your workflow and make day-to-day tasks more efficient.
Enabling this functionality would allow the same users who create and approve invoices to also send or print them, reducing handovers and helping your business operate more smoothly. It’s a great example of how a small change can lead to better team autonomy.
Currently, this action is available to users with Standard, Advisor, or Invoice Only – Approve & Pay roles. Expanding this to other Invoice Only roles, such as Draft, Sales, or Purchases could make Xero even more flexible for teams with clearly defined responsibilities.
We’ve moved this idea into the Gaining Support stage. It’s now open for voting…
Anura Ranasinghe
supported this idea
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12 votesAnura Ranasinghe
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12 votes
An error occurred while saving the comment Anura Ranasinghe
supported this idea
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6 votes
Appreciate it's been some time since you originally started this idea, John - Just to confirm what you're asking here. Would this be when adding a manually applied payment to a bill? Or when reconciling in the bank account?
Anura Ranasinghe
supported this idea
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147 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment Anura Ranasinghe
commented
Hi Any possibility to allow to delete the one time contacts or contacts not used for more than 2 to 3 years or for long period with ZERO balances by admin to release the unwanted contacts in database . Or allow at the beginning to configure time period that system should hold non using /Dormant contacts
Anura Ranasinghe
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37 votesAnura Ranasinghe
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12 votesAnura Ranasinghe
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15 votesAnura Ranasinghe
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24 votesAnura Ranasinghe
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55 votes
Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
Anura Ranasinghe
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76 votesAnura Ranasinghe
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17 votes
An error occurred while saving the comment Anura Ranasinghe
commented
Please note this is very important report
Anura Ranasinghe
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394 votesAnura Ranasinghe
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20 votesAnura Ranasinghe
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Please release Cheque Writing facility to Global users