Settings and activity
104 results found
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201 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
Jon Shepherd
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300 votes
Hi everyone, we appreciate all the feedback you've shared.
We'd like to share some changes that have been made since our last update;
- The Demo Company now appears as its own item, separate from the Recent organisations list.
- Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
- There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.
We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.
We hope these changes make the experience clearer and help reduce accidental access.
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Jon Shepherd
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719 votes
Hi everyone, we appreciate all the feedback and votes on this idea. We know using Microsoft Entra ID SSO is now common practice for some businesses and being able to access Xero via a native integration with Entra ID would streamline how your teams log in and get set up in Xero, as well as help in managing access for larger teams and keeping things secure.
Our product team have been working with a small limited group of Partners to develop SSO capabilities. Though we can't give any definite timelines yet, we’ll keep this thread updated with news. Thanks
Jon Shepherd
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120 votes
Hello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.
For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.
Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.
Jon Shepherd
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550 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
An error occurred while saving the comment Jon Shepherd
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10 votesJon Shepherd
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44 votes
Hi everyone, we appreciate your support in being able to pass on exact fees to customers.
While this is something our team have taken an initial look at, there is quite a bit involved in being able to develop this into the product and this isn't something we've been able to prioritise at this time.
We understand the needs expressed in feedback here and want you to know this is a feature we'll continue to consider in future planning and will keep a close eye on the appetite in this idea.
If there are any updates planned we'll make to share with you here. Thanks
Jon Shepherd
supported this idea
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345 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
Jon Shepherd
supported this idea
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85 votes
Hi everyone, thanks for all your feedback. We understand how important customisable payroll access is for many of our customers to effectively run their business. As you may have seen in other parts of Xero (like inventory & reporting) we’re beginning to develop more granular controls for permissions in some areas.
While we’ll continue to consider how we develop access to other features across Xero, we want to be upfront here that we don’t have any plans for providing the ability to disable access to timesheets or leave through the Xero Me app.
With this in mind, we’ll move this idea to Not in pipeline. You’ll see there are other ideas surrounding Payroll permissions that may solve for what you’d be after in this idea, and I’d recommend adding your vote to those so we can share if there’s any progress toward that functionality as we keep developing.
An error occurred while saving the comment Jon Shepherd
commented
This is our biggest hold-up for us enabling Xero Me for our staff. As everyone else has said, we use a 3rd party program for leave requests and don't want staff to have the ability to request leave in multiple places.
Jon Shepherd
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16 votes
It's been a little while since you raised this, so just wanted to touch base.
We've reviewed your idea and have move it to gaining support. It's now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jon Shepherd
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180 votes
Hi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
An error occurred while saving the comment Jon Shepherd
commented
There is a workaround for 'disabling' this by using a custom template for statements. We use this, but actually would like the ability to add invoice links to ours.
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
571 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Jon Shepherd
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92 votesJon Shepherd
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16 votes
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?
Jon Shepherd
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353 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Jon Shepherd
supported this idea
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160 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Jon Shepherd
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514 votes
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.
Jon Shepherd
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699 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Jon Shepherd
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10 votesJon Shepherd
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40 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Jon Shepherd
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Would be a great quality of life update.