327 results found
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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.
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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.
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User permissions update to Standard & Read Only
Standard user to be able to run and publish reports. Standard user to be able to prepare BAS but not submit (current set up), able to lock period but not modify locked period.
Invoice only to be able to see Contacts and activity history in contact. No ability to change financial details.
Advisor role should be higher authority than standard, ie to be able to override locked period transaction without opening the period. Able to build new/customreport, submit BAS.
Currently bookkeeper has to be set in Advisor similar to the senior accountant due to inability to publish reports. Often transactions…
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. 🙂
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Workpaper
Currently in the new workpaper, all users can delete others comments/ notes. This should be restricted. We have preparers deleting, editing reviewers' review points.
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. 🙂
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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.
56 votesThanks for the continued support and feedback shared here, everyone. Totally appreciate wanting to save clicks and improve the efficiency of logging in to use Xero.
Our product team have reviewed this and it's something they'd like to take a closer look into longer term, however isn't roadmapped just yet.
As soon as there's any progress to update you of I will share with you all.
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JAX access approved by admin not subscriber
We should not have to contact our accountant (subscriber) to verify our organisations agreement to use JAX. An organisation admin should be able to do this.
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. 🙂
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Permissions - restrict access to Xero on unauthorised devices
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 raising this with us Nuha, we can see how restricting Staff access on unauthorised devices might be helpful for businesses. While this is currently not possible, we can open this idea up to the Xero community so other users who would like to see this change can also share their thoughts. We will monitor this space for more traction. Cheers!
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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.
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Allow the Cash In/Out widget to start from 1 March instead of Last 6 months
Allow the Cash In/Out widget to start from 1 March instead of Last 6 months or have an adjustable date, it will allow us to see the cash in/out for this financial year or a specific period, not set for 6 months only
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. 🙂
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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.
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My Xero - Ability to view Bills, Sales Invoices and Unreconciled Bank Transactions across all Xero files/entities you are a user of
I am a Xero user (not Practice Hub/XeroHQ) with user access to 33 Xero files. Each day I need to go into each individual Xero file if I want to check what Bills are coming due or outstanding sales invoices. Would it be possible to improve the My Xero screen which shows all the Xero files I have access to to be more like a dashboard showing what is outstanding/due and what tasks are needed across all Xero files. Thanks :)
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. 🙂
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Address Fields should be populated as in the import fields. At present the address information is just populated into the next field. This
Address Fields should be populated as in the import fields the data was entered. At present the address information is just populated into the next field. This messes up the export of the data. This is a very important failure in data input.
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. 🙂
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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.
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Navigation - Access Product & Services from both Sales and Purchases
I think the new menu bar is great as its closer to the original layout from about 9-10 years ago.
But super annoying that I can only access Products & Services via Sales.
All our purchasing is run through Xero, all our sales is run via external POS that we import summary csv, not detail, so no products or services.
Seeing as the new navigation bar is already quite full and having a separate productions option is not visually viable, would it not make sense to have the Products and Services link feature in both Sales & Purchases?
I mean,…
2 votesReally appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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