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  1. 258 votes

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    We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

    With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

    User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…

    Pete Eastwood supported this idea  · 
  2. 573 votes

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    Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

    Pete Eastwood supported this idea  · 
  3. 92 votes

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    Pete Eastwood supported this idea  · 
  4. 80 votes

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    Pete Eastwood supported this idea  · 
  5. 154 votes

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    Pete Eastwood supported this idea  · 
  6. 270 votes

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    Pete Eastwood supported this idea  · 
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    Pete Eastwood commented  · 

    Standard attachments like T&Cs should be able to be defaulted to attach every time. Easily forgetting to do this this can cause big issues later.

    If the Files section had a checkbox next to each team to attach by default, this could be solved easily and allow us to implement company wide policies around this area.

  7. 460 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Pete Eastwood supported this idea  · 
  8. 228 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. 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 - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll 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 and sharing further feedback through direct…

    Pete Eastwood supported this idea  · 
  9. 420 votes

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    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

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    Pete Eastwood commented  · 

    I have waited many years for the quotes system to be improved but finally bit the bullet in Nov 23 and invested in a quoting software that works with Xero; we chose Quotient.

    The integration works, not perfectly in every respect, but overall it has resolved most of the issues we faced. I don't think Xero have any appetite for sorting quotes out and I wish I'd made this decision sooner.

    Pete Eastwood supported this idea  · 
  10. 1,214 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

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    Pete Eastwood commented  · 

    It does rather feel like Xero have been seduced by the sexiness of the app and on the fly usability, at the expense of developing core features which seems to have ground almost to a stop.

    Even more odd when their own instigated suggestions forum here highlights this as a long standing top priority for customers.

    Pete Eastwood supported this idea  · 
  11. 314 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…

    Pete Eastwood supported this idea  · 
  12. 14 votes

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    Pete Eastwood supported this idea  · 
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    Pete Eastwood commented  · 

    For suppliers contact info we need to ability to have a non-unique account number added as we don't decide one what account number they give us - they are sometimes the same for 2 or more suppliers - and Xero currently makes this field unique.

  13. 20 votes

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    Pete Eastwood supported this idea  · 
  14. 14 votes

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    Pete Eastwood commented  · 

    Yes please - I spend far too much time doing this mindnumbing insertion process.

    Pete Eastwood supported this idea  · 
  15. 21 votes

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    Hi all, upon revisiting here we'll re-open this idea. 


    As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense. 

    Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too. 


    There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance. 


    For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop 

    Pete Eastwood supported this idea  · 
  16. 96 votes

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    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    Pete Eastwood supported this idea  · 
  17. 75 votes

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    Pete Eastwood supported this idea  · 
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    Pete Eastwood commented  · 

    100%. its a fiddly change to make on every line

  18. 145 votes

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    Pete Eastwood supported this idea  · 
  19. 1 vote

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    Pete Eastwood shared this idea  · 
  20. 50 votes

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    Pete Eastwood commented  · 

    Can the Next and Previous buttons on the reconciliation page be replicated at both the top and bottom of pages. Currently we have to scroll to the bottom to navigate on every page.

    Pete Eastwood supported this idea  ·