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← Share and support customer ideas for Xero

Settings and activity

12 results found

  1. Log on - Go straight to Dashboard

    3 votes

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    1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  2. History & Notes - Login - Timestamps for login history

    13 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  3. Dashboard - Edit dashboard layout

    20 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  4. Email Settings - customise style

    44 votes

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    submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  5. AU Payroll - Superannuation end of quarter reminder

    147 votes

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    submitted  ·  13 comments  ·  For small businesses » Payroll  ·  Admin →
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    Wanita Keighley supported this idea  · 

  6. AU Payroll - Ability for Business Owner/Payroll Manager to view & complete draft timesheets

    165 votes

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    submitted  ·  34 comments  ·  For small businesses » Payroll  ·  Admin →
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    Wanita Keighley supported this idea  · 

  7. Dashboard - Add custom shortcuts as required

    10 votes

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    2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

    Wanita Keighley supported this idea  · 

  8. Login - Single Sign-on (SSO) across Xero Products

    36 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  9. User Role - Access to specific feature only

    316 votes

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    39 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Wanita Keighley supported this idea  · 

  10. Email templates - Ability to format date placeholders

    28 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  11. Bank Reconciliation - Recording refund through bank reconciliation tab

    38 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Wanita Keighley supported this idea  · 

  12. Dashboard - Show account watchlist on cash basis

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Wanita Keighley commented  · 

    My watch list is showing negatives for the YTD, why is that so and my reports show in accrual when in Financial settings I have ticked cash basis

    Wanita Keighley supported this idea  ·