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  1. Chart of accounts - Default to latest transactions first

    35 votes

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    submitted  ·  17 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Jason Ward commented  · 

    Such a nuisance! Who wants to check a transaction from 12 years ago! Please change to default to latest first

    Jason Ward supported this idea  · 

  2. New Invoicing - Keep Classic Invoicing

    475 votes

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    435 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    Jason Ward commented  · 

    The new invoicing makes uploading files so much more difficult. You cannot simply drag a file, you need to open an upload box first. Very clunky.

  3. User Role - Restrict access to individual bank accounts

    606 votes

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    312 comments  ·  Users & setup » User permissions  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

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    Jason Ward commented  · 

    Vital feature to be integrated into Xero.

    Jason Ward supported this idea  ·