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  1. Navigation - Ability to open multiple Xero organisations on different tabs

    102 votes

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    31 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the engagement in this idea overtime. Being transparent, we don't have any plans for enabling the ability to work across multiple organisations at a time.

    Allowing multiple organisations to be open in one browser session creates risk of entering data for one organisation in another that'd create a permanent audit trail in the wrong place.

    However, as shared by some here there are workarounds;

    • You can use separate web browsers or incognito windows for each organisation, or
    • Create multiple profiles within a browser like Chrome.

    Both these options provide safer process for accessing different organisations at once.

    If we make any plans to revisit this in the future we'll update this idea to share with you all here.

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    Samantha Abrahams commented  · 

    Critial for people like me who need to be able to access multiple companies simultaneously.

    Samantha Abrahams supported this idea  · 

  2. Bills - Share bills for approval with users outside Xero

    11 votes

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    4 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.

    While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.

    Samantha Abrahams supported this idea  ·