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

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    33 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.

    Claire Laverack supported this idea  · 
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    Claire Laverack commented  · 

    Enable viewing of 2 accounts simultaneously.
    For example, supplier and customer to cross check invoices issued.
    Why needed: We cross check our clients with our business invoices to ensure they are included in the the correct VAT period.
    Even if we can only access our own account with one client at at time it would be a great help and save logging in and out of accounts and having to make notes to carry out tasks.