Skip to content

Users & setup

Customer ideas for converting to Xero, navigation and organisation set up

Learn about the forums, how to contribute and create a good idea on Xero Central

Users & setup

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

26 results found

  1. Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.

    The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.

    And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.

    How about a cut down appearance option like back in the DOS days?

    But before doing that fix all those other niggly problems that annoy me.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.

  2. Individuals with the ability to manage users should be able to change and update email addresses for users rather than having to delete the user and add again.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Allow Chatgpt cloud browser to login to my Xero account. So the AI agent can work on the task like quotation, invoice and bill data entry while my computer is off.

    It save a lot of human error and take away data entry workload from small business owner like me.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  System responded

    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. 🙂

  4. I would propose that Xero use Text Messages as a MFA. First, it is much faster than email (secondary email) and it works in the presence of any Apple device (iPhone, iPad, MAC computer, Apple Watch). The Authenticator app is iPhone app and the iPhone is not always present/available. Almost all of my service providers use "texting" for MFA.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing this suggestion. Having the option to receive Xero MFA codes by text message could make login more flexible, particularly when working across multiple devices.

    For now, users can continue using supported authenticator apps or a backup email address for verification.

    I’ve moved this to Gaining Support so we can continue gathering feedback. If SMS authentication would improve your workflow, add your vote and let us know.

  5. Amazed to discover that a 'login' from the app on a mobile phone using biometrics for example, does not count as a 'login' at all and is classified by Xero as an 'unlocking' event, but this is not logged or tracked at all (that we users can see). So in effect the 'Login History' in 'Settings' is completely flawed. This is also not recognised in 'History & Notes' unless the user actually makes changes. So if they are just in there viewing stats etc. they are invisible. This is really not ideal.
    I would like to see app logins included…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    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.

  6. It would be really useful to be able to log into more than one company on an reference basis only. I'm often in the middle of something when I am asked a question relating to another company by a colleague or client. I have to log out just to find one bit of information. I might have multiple windows open with different reports etc that I then lose. This is also very important when working on related companies to see intercompany loans in both companies at once. I can see why it would be a problem to post changes to…

    30 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?

    Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?

  7. The current signup process, while being advertised for bookkeepers actually requires a registration with the TPB as a tax or BAS agent, however pure bookkeepers categorising transactions and doing account reconciliations have no need to lodge BAS' and hence no reason to obtain a BAS agent number.

    This oversight prohibits bookkeepers from signing up to the partner program and growing the platform.

    A simple "do you intend to make lodgements for your clients - yes/no" button before the "BAS agent number" input field would suffice.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate you sharing the idea here Hamish. bookkeepers can’t sign up for the Xero partner programme without BAS/TPB registration at the moment. We understand this may not be useful for people who do not want to register for Tax. We'll open this idea up to the community so we can gain some support on it. In the meantime,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.

  8. 101 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    28 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.

  9. Hi Community,

    In relation to XERO security, I suggest all users should have a password expiry functionality where after a period (eg 6 months) it prompts all users to change their password.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Simon, thanks so much for taking the time to share this great idea about improving login security.

    We've had a look, and your suggestion to add a password expiry feature is now open for the community to vote and comment on.

    We're keen to see what others think! They can now add their votes and share how this would help them manage their own business's security policies in Xero.

  10. When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate the feedback here. While we don't have plans for adding a button to instantly logout from this inactivity setting we will keep watching interest in this idea grow and share if any changes are planned.

  11. Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.

    Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for sharing your idea, and commenting your thoughts.

    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.

  12. Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management

    29 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  13. Allow MyIR account to be added into the Xero Verify app.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your feedback, Johanna. I want to be open, while we'll continue to work on improving the experience when verifying with Xero we don't have any plans to remove the Xero verification process or completely integrate this with other systems verification processes.

  14. Would be nice when moving from Xero to Xero HQ and Xero Central to have it retain your login so you do not have to login to each site separately.

    69 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  15. My firm works with additional bookkeepers, and we do not want to have their business or personal emails displayed in our clients files.

    Ideally, they would be behind the scenes and would just show our practice as connected.

    Next best would be showing first name or first and last name, but no email address.

    We can assign them an email address from our firm for a more professional appearance, but often their certifications follow their own business/personal email addresses.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Appreciate why you'd like to be able to group some users that are logging into client organisations to perform admin under a single login, however from an audit pov would also need to make sure that actions could be traced back to the individual user.

    Being upfront this isn't something we have plans for atm.

    It would be good to get a wider interest through this idea, so make sure to share this with others colleagues that would find this useful.

  16. you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Set the demo company as the first company seen on log-in, or be able to set which one you want to see.

    I often use my laptop when speaking with clients and for a split second after logging-in I am on another clients business dashboard until I can grab the mouse and change it to their business. I don't think this is good business practice.

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.

    We've reviewed this suggestion, 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 votes and comments about how this would help them, too!

  18. Please can you add support for Yubikeys, the development webpage is here:

    https://developers.yubico.com/

    79 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    36 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your recent comments, and for continuing to support this idea, everyone. We appreciate the passion here, and I’m sorry it’s taken a while to return with another update.

    Since our last post, we’ve made progress with passkey authentication through mobile access. Looking ahead, we also intend to explore desktop passkeys later this year.

    When this work does get picked up, Yubikey passkeys will be considered, however we can’t confirm at this stage whether they’ll definitely be included. As soon as we have more concrete news to share, we’ll update you on this thread.

  19. The mobile app currently does not ask you to confirm your password when you setup a pin for your account. If you were to miss-enter your pin, which is easy to do, you essentially immediately lock yourself out of your account. The system should ask for a pin, then ask you to confirm the pin before finalising it, allowing you to go back a step if you enter in the wrong pin.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi team, appreciate the idea here and how a confirmation via pin re-entry or password would help when setting up a authentication for the Xero Accounting app on your mobile device.

    Though we don't have any immediate plans around this we'll continue to keep a watchful eye on the interest for this here. In the meantime, if you do happen to set up your pin incorrectly i's possible to uninstall and then reinstall the app to login with your full credentials and reset up your pin.

  20. With the recent changes to MFA dropping the remember devices from 30 days to 24 hours, the MFA prompt is now far more often (which is of course more secure) however it does slow down login.

    Could you please look at updating the MFA configuration to allow push notifications to the mobile authentication app, or better still the number match, which is far more secure. Examples from Microsoft is below, but the priciple would apply in most major platforms.

    https://learn.microsoft.com/en-us/azure/active-directory/authentication/how-to-mfa-number-match

    This would improve the user experiance over the token, but also improve the security overall.

    Thanks
    Dave

    36 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    12 comments  ·  Login  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your idea, and letting us know the changes that matter most for you.


    Now it's up to the community to get behind and support this idea. Make sure you share it with any colleagues that this could benefit, so they can add their vote too!


    In the meantime, you might like to use Xero's own authenticator app, Xero Verify, which does support push notifications when you log in.

← Previous 1
  • Don't see your idea?