344 results found
-
Multicurrency - Option to not assign Tracking Categories to Bank Revaluation
Currently our monthly bank revaluation FX diff is being automatically coded by Xero to be split between tracking categories rather than simply being "unassigned". However, for our purposes, once USD are banked, they no longer "belong" to that tracking category and instead are general company funds. It is impossible to tell Xero to stop coding revaluation amounts to tracking categories but this doesn't make sense for the accounts, especially when a tracking category finished within the business months ago. It would make more sense for the FX funds held to be an unassigned tracking category once they are in the…
4 votesHi Imogen, thanks for sharing your thoughts on multicurrency bank revaluations. We understand how having FX differences automatically assigned to tracking categories doesn’t always fit your workflow.
This idea has been moved to Gaining support, so the community can vote and share their experiences. Adding a bit more about why this change would help in your workflow can help others see the value and give the product team context.
We’ll keep an eye on the discussion and share updates as the idea develops.
-
Navigation - Quickly access Tracking Categories
It would be great if there was a simpler way to navigate to the Tracking Categories directly from the homepage.
1 voteHi Elliot, it'd be great to get more understanding of your needs here. Is there a particular reason you'd often navigate to the Tracking Category settings? If you could share a little more on your workflow to help with sharing your feedback and helping others connect with your idea here.
-
Navigation | Global Search (magnifying glass) - Coloured invoice status in results
In search since I've used Xero, when searching for an Invoice Number - results would appear and a coloured box with the status - red for Awaiting Payment, and green for Paid. A handy visual meaning I didn't have to actually read the status.
Now in the new Search - these colours have disappeared. Why? I now have to scan up and down and actually read what it says without my visual guide. Xero keeps making changes to make things harder to use, and any suggestions I follow to make things easier for users, even really simple quick fixes, are…5 votesHi Anita, thanks for sharing your feedback about this feature, and how you'd like to see it restored.
Make sure you share this page with any colleagues that this could also benefit, so they can add their votes and comments to the discussion to support this!
-
Xero search - Ability to copy an invoice no. without deleting spaces.
In the general search field at the top right, it would be very helpful if the search also work with a space or a few spaces at the beginning. Because if I copy an invoice number in the field I always have to delete the spaces first before the search works - it's annoying.
5 votesHey there, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed the idea and now it's up to the community to get behind it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Online/Offline synching, to enter data when no internet connection.
Offline/Online Syncing Xero Accounting Desktop Program which allows for Backup?
When you dont have internet connection and you need to keep the staff working, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud. Xero, when internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
What does everyone think?9 votesThanks for sharing this idea, we appreciate wanting to enable staff to keep working when your internet's down.
If we were to work on a change like this, we'd have to consider the implications this could have if multiple people worked on the same items while they were offline, and how this data would sync when they reconnected to the internet.
It's not something we have plans for, but we'll start to track the interest in your idea here, so feel free to share your idea with any colleagues that this could benefit. They can add their votes and comments to share additional detail about how this could improve their experience with Xero.
-
user permission
I am looking to restrict staff members from accessing Xero on unauthorised devices. This will ensure that only company issued devices are used to access Xero. Could Xero please consider this as a quick win?
2 votesThanks 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. 🙂
-
User role - Public view ( GDPR SAFE )
I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.
The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…
3 votesThanks for sharing your idea. We appreciate you outlining how a GDPR-compliant view-only feature could support transparency for organisations like block management companies and public sector bodies.
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.
-
Reports -Ability to separate Account number and Account Name in different columns on Exported Reports
When exporting P&L or BS Reports into excel can the GL account number & description be separated into 2 separate columns - currently it exports as one field/column and needs a formula to separate the 2. This should be a standard feature ...surely
3 votesHi Lisa thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it is up to the community to get behind it and support it. You can share this idea with your colleagues and peers who may also find this functionality useful. In the meantime, we'll monitor this idea for traction.
-
Navigation - Rename Sales and Purchases to Payments and Receipts
The new tabs are nominated as Purchases and Sales but some of their sub tabs go beyond that. I would prefer to label them Payments and Receipts
6 votesThanks for sharing your feedback on the new navigation, John. Great to hear the changes that would help our customers most.
We'll start to understand the interest from others in community that would also find that terminology more useful from your idea here.
Our product teams are considering all feedback closely and I'll share if there are any updates.
-
MFA - Move cursor to code field automatically
When I login to Xero, I enter my email address and password and am taken to the second page (MFA).
I'm then asked for the authenticator code, but I have to click into the field to enter the code.
Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.
Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.
52 votesThanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.
It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.
-
xero practice manager navigation pane / ribbon / table of contents link
For XPM / green xero
1/ can we have a table of contents link so we can navigate the client profile faster? Like if we want to jump to TAX DETAILS, or other custom contact fields we made
2/ can you include BACK TO TOP link function
1 voteThanks 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. 🙂
-
xero authentication sms
alot of our elderly clients or non-tech savvy clients have serious trouble remembering their backup email or using the xero authenticator app (especially if they keep changing phones and the app key isn't backed up)
The only thing that remains the same for them (most of the time) is their mobile number. so sms authentication would help immensely
1 voteThanks 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. 🙂
-
Copy Bill to Invoice, including all lines and look up Sell Price from Products and Services
It would be helpful to us if we could enter a bill into Xero, submit it, and then have the option to copy all the line details of that bill to an invoice, using the Sell Price in Products and Services (if they exist as items in the catalogue).
Some of our customer transactions are literal 'we buy in, add mark-up, and sell on' and we currently have to enter both a bill and a separate invoice to achieve this. Being able to take a bill and copy it to a draft invoice, ready for adjustments, would be very useful…
1 voteThanks 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. 🙂
-
Be able to remove yourself from expenses only
Users who only have access to expenses should still be able to ask to have their permissions removed. It is ridiculous that I have access to a company expenses dashboard that I shouldn't because I don't know the subscriber and can't remove myself.
1 voteThanks 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. 🙂
-
user permissions
I recently noticed that all Standard Users in Xero are able to edit the settings on a client subscription. Is it possible to make this permission optional, so that the subscriber can decide whether or not to grant staff access to these settings?
1 voteThanks 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. 🙂
-
Compact Dashboard
Seeing more information on the dashboard without scrolling. I do not need to see account graphs. I need to see the actual data on one screen.
2 votesHi Martin, thanks for your feedback. As you may have seen we're in the process of releasing a new Homepage which will be rolling out to all customers over the next few months.
Just to check with your idea here do you happen to have this new Homepage yet or are you referring to the existing Dashboard?
-
Organisation settings - Change base currency
It is remarkably convoluted to change the base currency even when no transactions have been posted. It only seems to be possible by cancelling the subscription and starting again. I rely on clients purchasing the software and it is not unknown for them to enter an incorrect base currency. I have used other systems where changing the base currency is very quick and easy. I suggest you make this a little easier.
32 votes -
Organisation setting page collapsible headings
The Organisation settings page should have collapsible headings, similar to the Reports page, for clear, concise, and faster access to settings.
Currently, the new look of the organisation settings page is a large step backwards. It is difficult to quickly find and select a setting area that is not part of the shortcut menu options in the new look homepage/menu rollout.
The current organisation settings page is an exercise in excessive scrolling abilities to find the setting you need to access quickly.
The old (clunky-looking) Basic Settings listing and the Advanced Settings listings were a faster and better layout to…
1 voteThanks 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. 🙂
-
On the new homepage, add a 'transfer bank feed' option for a bank account (as it was on the old home page)
On the new homepage, a 'transfer bank feed' option for a bank account is not available anymore as it was on the old home page. I was able to switch to the old look and complete the transfer of a bank feed, but from 2 Mar 2026 the switch to the old homepage will be disabled. Hope this fix is already in the pipeline..
1 voteThanks 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. 🙂
-
Limiting self-approval in XeroMe
I have read the Xero feedback that multiple approval levels in XeroMe expenses is not on the roadmap (disspointing) but I would like to make a case for a specific situation. I have team managers that can approve other expenses, but they should not be able to approve their own expenses.
Can we please have a check box, or option, that if someone is granted approver status, that they should or should not be able to approve their own expenses? Everyone needs a reviewer, but as it stands, if someone is granted approval rights, that individual can approve their own…
1 voteThanks 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. 🙂
- Don't see your idea?