Settings and activity
15 results found
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30 votes
Appreciate your sharing on lock date controls. Being able to remove lock dates for specific users can help maintain accounting information .
We’ve moved this idea to Gaining support, so the community can vote and comment. If you have any details about how you’d use it, adding them here will help everyone understand the idea better and give the product team more context down the line.
We’ll update more here once we gain more traction.
Jessica Hall
supported this idea
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10 votes
Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list?
Jessica Hall
supported this idea
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14 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment An error occurred while saving the comment Jessica Hall
commented
Yes, please rectify this issue asap.
We used to be able to edit and save delivery addresses in PO's (which we also use for work orders).
We are constantly needing to update the address and now with the new PO set up we can't edit.
We have to redo the address each time there is a change.Jessica Hall
supported this idea
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1 vote
Thanks for sharing your idea about allowing users enter fixed amounts such as bonus/commission to timesheets.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jessica Hall
commented
AU Payroll - Update so fixed amount bonus can be added and approved in timesheet
Currently employees can add into their timesheet a bonus or fixed amount pay item, but in Australia it seems Xero won't let the Payroll Approver actually approve a timesheet with a fixed amount item in it. So i have to take note if a certain employee is supposed to get a bonus this week, then delete it from the timesheet and then manually input it in the pay employees section.
There is so much room for error and employees risk missing out on wages they are entitled to. If Payroll needs to approve bonus why can't this be done when approving timesheets.Jessica Hall
shared this idea
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10 votes
Thanks for raising your feedback with us here. It's really good to understand what's important to help our customers working in Xero.
If possible it'd be great to get more detail as to why you're often needing to access the Tracking Settings? In many places you'll find that you can add new tracking options for a category while on the go and entering transactions in your org, so would appreciate deeper understandings of your business flows here.
Jessica Hall
supported this idea
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312 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Jessica Hall
commented
This is very important.
Currently any staff member that we need to have access to quotes and purchase orders also has access to all reports and financials.It would be great if in the invoice only user option, you could tick as many as you want with invoices, purchase orders and approve and pay.
We have a small business and have technician's on the road who will quote and invoice customers. When they use parts they need to send PO's to replenish their stock. We need technician's to have access to invoices and purchase orders but no financials. So currently unfortunately they have access to all financials.
Please update this asap!!
Jessica Hall
supported this idea
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460 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Jessica Hall
supported this idea
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155 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Jessica Hall
supported this idea
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1,353 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Jessica Hall
commented
We have saved multiple emails under each contact (not included in emails). When we go to send an email in Xero it doesn't populate the emails in the drop down option. I still have to open another page and manually copy the email address and paste it in the email.
Xero isn't populating the saved emails when they are saved in Xero contacts (not included in emails). And i don't want to include in all emails because they don't need to receive all invoices, PO's, i only want to send relevant emails.
Attachment shows we have contact saved but they don't come up in drop down option.
Jessica Hall
supported this idea
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734 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Jessica Hall
commented
We are still having so many issues with this. PO's accidentally sent to accounts.
Invoices accidentally sent to services team.
We also note that even though we have all the emails saved in the contact under other emails. When we go to send an email in Xero it doesn't populate the emails in the drop down option.
Xero this is such a critical function!!! Please rectify!!
An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
Jessica Hall
supported this idea
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An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
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414 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Jessica Hall
supported this idea
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366 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
An error occurred while saving the comment Jessica Hall
commented
This is critical for us. We have had many times were we send a PO to our supplier but its not received because it went to their accounts/invoicing email address.
Now our only option is to add in all the emails (PO, Invoicing, Remittance) and try to remember to remove the unwanted emails at the time of sending it.
But i have seen a few times recently where our invoices are also going to their sales emails etc. And we have to hope it's not confusing them.
Having the option to allocate in customers/suppliers, an invoicing email, PO email and Remittance email would eliminate duplicate emails and risk of not being sent to the correct department.
An error occurred while saving the comment Jessica Hall
commented
Please make this happen ASAP.
We have different users who are in charge of invoicing, creating quotes etc and sometimes we want the replies to go to a central email address.
But a few users are only doing certain invoices and PO's and we need the replies to go back direct to the logged in user so they can action any replies. This is important with time critical jobs or invoices that need to be actioned by a specific user.
Each time a user updates the settings, it changes it for everyone and some users are then not receiving the reply they are waiting on.
Jessica Hall
supported this idea
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340 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Jessica Hall
supported this idea
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328 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.
Jessica Hall
supported this idea
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29 votes
Hey all, it’s been a little while since this was raised, so I wanted to check in.
Payroll is definitely an area we know needs more permission controls. This is something our product teams are beginning to explore and do deeper research of.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Jessica Hall
supported this idea
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As well as my comment below, the need to be able to edit easily is so important.
I have now also realised when I put the address in the address section the layout once i print PDF is horrible and not clear.
I have a attached a screeshot showing the addres in the new address layout section and also address in the instructions section. Layout in the instructions is how it used to be and the new address section is like one big long line, no stucture.
Not sure why this was changed along with not being able to edit anymore.