Settings and activity

4 results found

1. Lock Date: ‘Unlock for Me Only’ Option for Accountants

   42 votes

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   4 comments  ·  Users & setup » Settings  ·  Delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Appreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .

   We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.

   We’ll update more here once we gain more traction.

   John Ridout supported this idea  ·  Dec 9, 2025

2. Bank Feed - Charities Aid Foundation (CAF)

   585 votes

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   313 comments  ·  Banking & chart of accounts » Bank feeds  ·  Delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.

   We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.

   We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks

   John Ridout supported this idea  ·  Dec 9, 2025
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   John Ridout commented  ·  Dec 9, 2025  ·  Edit…  ·  Delete…

   Our Church uses Xero and CAF Bank. An automate feed form CAF Bank into Xero would be most useful and would save much time.
   Please implement as soon as possible.

   Save Submitting...

3. Navigation - Buttons at top to navigate between pages of a list

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   169 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  Delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   John Ridout supported this idea  ·  Dec 12, 2024

4. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

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   93 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
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   John Ridout commented  ·  May 13, 2024  ·  Edit…  ·  Delete…

   I like the new 50 lines per page bank reconciliation.
   Can you please add the page navigation tool to the top of the page as well as the bottom.

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   John Ridout supported this idea  ·  May 13, 2024