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← Share and support customer ideas for Xero

Settings and activity

210 results found

  1. Dashboard - Ability to set up another users dashboard

    11 votes

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    2 comments  ·  Users & setup » Navigation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else. 

    It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct? 

    If so, I'll merge to keep this feedback altogether. 

    Elrika van der Merwe supported this idea  · 

  2. User - Give users access to specific invoices/quotes

    7 votes

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    submitted  ·  2 comments  ·  Users & setup » User permissions  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  3. Projects - Notes or Description field in Projects

    120 votes

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    38 comments  ·  Projects & tracking » Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

    Elrika van der Merwe supported this idea  · 

  4. Projects detailed report - Adjust formatting of expenses in report

    6 votes

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    0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  5. Projects | Contacts - Ability to select persons to Include in emails

    8 votes

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    submitted  ·  0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  6. Project Details Report - Summarise by Project Name

    8 votes

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    submitted  ·  0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  7. Projects - Display Project Number manager fields within invoice

    9 votes

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    submitted  ·  3 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  8. Projects Financials | Bills assigned - Include reference column

    7 votes

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    submitted  ·  3 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  9. Projects Reporting - Show description and reflect payment on bills and invoices

    3 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  10. Projects Reporting - Include tracking

    44 votes

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    submitted  ·  10 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  11. Project detail report - Include Supplier invoices name and invoice reference

    9 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  12. Projects: Show total uninvoiced amount

    20 votes

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    submitted  ·  6 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  13. Projects - Invoice multiple expenses on the same line

    11 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  14. Projects | Notification - Reaching budget alert

    9 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  15. Projects - Task list templates

    36 votes

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    submitted  ·  4 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  16. Projects - Expense Date to be shown on the invoice

    11 votes

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    5 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  17. Projects - Bulk update project expenses to 'mark as invoiced'

    19 votes

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    submitted  ·  8 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  18. Contacts - Tab to view associated Projects

    10 votes

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    0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  19. Xero Projects - Custom report builder

    63 votes

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    submitted  ·  19 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 

  20. Xero Projects - Automatically enter description as Supplier name

    7 votes

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    submitted  ·  0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Elrika van der Merwe supported this idea  · 
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