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Settings and activity

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  1. 29 votes

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    Hi team, we appreciate the feedback and why you'd like to be able to look at history of logins for an organisation.

    Right now, while not a full audit trail like you're after here there is the Assurance Dashboard where you can view User Activity to see what actions users within an org have been taking.

    As many will know the History & notes report will also give you deeper insight into some of the actions made by users across your org.

    Being open this isn't something we have immediate plans for developing but will continue to keep a close pulse on this idea here and support it continues to receive. If there are any updates we will share.

    Wanita Keighley supported this idea  · 
  2. 101 votes

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    Wanita Keighley supported this idea  · 
  3. 184 votes

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    Hi everyone, thanks for sharing your thoughts on this! With Payday Super legislation now active, superannuation contributions align directly with regular pay runs. Because of this shift to real-time processing, quarterly due date reminders are no longer necessary.

    To assist with compliance under the new legislation, we have added reminder prompts directly to the super payment page to highlight which accruals are at risk of being late.

    As a result, we won't be moving forward with quarterly reminder updates for this request. We really appreciate everyone’s feedback on this topic, please continue to share your ideas on how we can keep improving your Xero experience!

    Wanita Keighley supported this idea  · 
  4. 183 votes

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    Hi everyone, these are the sort of updates I like sharing! This idea has remained top of mind for our product teams - We appreciate all your feedback and how we could improve managing and reviewing employee timesheets in Xero Payroll.

    With that I'd like to let you know that we're updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.

    Join our early access program ✨

    We’d love your help to shape these improvements. We’re looking for customers who manage or approve employee timesheets to join an early access program. You’ll try the new interface and give feedback directly to our team.

    What you can expect:

    • Easier admin tasks: Navigate your list and details views faster (this only impacts admins, so there’s no change for employees)
    • Early access: Try these updates before they’re available…
    Wanita Keighley supported this idea  · 
  5. 16 votes

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    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  · 
  6. 65 votes

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    Thanks for sharing your interest in single sign on across Xero's products. This is available currently across many areas or Xero. For example if you are logged in and working in Xero, then move across to Xero Central(our support hub) you may need to click the login button in the top right of the screen but if you're session hasn't ended you should find the page should refresh and automatically log you in.

    We appreciate wanting a smoother login experience that's recognised across all Xero products and will share if there are any improvements planned around this with you all, here.

    Wanita Keighley supported this idea  · 
  7. 506 votes

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    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    Wanita Keighley supported this idea  · 
  8. 30 votes

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    Wanita Keighley supported this idea  · 
  9. 25 votes

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    Hi there,


    Thanks for sharing this idea!


    I can see how frustrating it is to have to jump back and forth into your Advanced Settings just to get the view you need on your dashboard.


    The Account Watchlist is meant to give you a quick "at-a-glance" look at your numbers, and having to change your global reporting basis to make it useful definitely adds extra steps to your day.


    I’ve assessed this and moved it to Gaining Support. This will allow our product team to see how many other users are running their operations on a different basis than their compliance reporting.


    I’ve also updated your title to: Dashboard - Independent accounting basis toggle for Account Watchlist to make it easier for others to find and vote on.


    In the meantime, while the dashboard widget is tied to your global settings, you can save a custom version of the…

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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  ·