Settings and activity
2 results found
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297 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
Kirsty Hopkins
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
522 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Kirsty Hopkins
supported this idea
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The ability to customise the color of an organisation in Xero’s "change organisation" navigation section is highly valuable for users managing multiple client accounts. This feature would allow users to color-code each organisation tab, helping to visually distinguish between different clients and minimize the risk of entering data incorrectly. When working with multiple clients or organisations, it’s easy to accidentally enter information under the wrong account, especially if the interface for each organisation looks identical. Color-coding provides an additional layer of distinction, making it clear which organisation is currently active.
For example, users who have designated specific colors for each client's files could match those same colors in Xero, creating consistency across platforms. This would improve efficiency, accuracy, and ease of use, allowing users to quickly identify the correct organisation tab at a glance. This customisation aligns with Xero's goal of providing a streamlined, user-friendly experience, especially for accountants and bookkeepers who manage numerous organisations within Xero.