327 results found
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Navigation - relevant reports available from other drop downs
I love the way the various areas have been split now (Home Sales Purchases Payroll etc)
I would prefer that reports relating to each of those sections, be stored in their menus. IN the Reporting menu, I have 10 varying reports which make it a long menu path. If they were in their individual menus (e.g. Aged Receivables Summary in Sales menu; Aged Payables Summary in Purchase, all Payroll related reports in Payroll) it would be easier to find and more logical. You could have more reports visible as well in each Menu.
If this is not possible, can we…
1 voteGreat to hear you like the new layout of the navigation, Jason.
Appreciate how further customisation of reports and possible nesting under the relevant menu drop downs could be useful. We'll get a gauge of the interest in this from others in the community here.
This isn't something we have plans for atm, but will share if this gets picked up at all.
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Navigation - Move up practice tools section on main menu
Navigation - Main Menu
Personally, I access practice tools and hubdoc / syft several times daily, I'd prefer not thave to scroll down to get to these. Settings and Subscription / Billing are access much less frequently and coud me lower in the menu.
Also the Xero Menu and Home Menu seem to do exactly the same thing? Could the main drop down menu therefore be moved over to the LHS where it was previously.2 votesThanks for your feedback, Tina. To make it easy to track the interest from community and keep you updated we request each post is contained to a single idea. I've slightly amended your idea to the first that you mentioned around navigating to practice tools. We have a slightly different one for the navigation to Hubdoc that you may like to vote for.
For the last point you've noted around the Xero and Home buttons - welcome to start a new idea for this too, that we can track support in. Thanks
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Navigation - Separate menu for Analytics
Separate the Analytics menu from Reports; removing the needless navigation for a submenu
2 votesAppreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊
Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.
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Login - Ability to set a Password Expiry
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.
7 votesHi 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.
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Email - Ability to cc and bcc sent emails
Ability to cc and bcc when sending emails from xero.
This would be very useful as we have many clients that like to have various other people copied in.
97 votesHi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
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Dashboard - Show current exchange rates on dashboard
It would be useful to be able to see today's exchange rates on the dashboard - I use information on the dashboard to prepare a weekly report and it's annoying to have to go to another screen to display exchange rates which also form part of my Excel report.
2 votesThanks for sharing this suggestion for the Xero Dashboard. We understand that when you're preparing regular reports, having all the key information in one place can be a real time-saver.
We've reviewed your idea to be able to see today's exchange rates directly on the dashboard. We can see how having this information readily available would streamline your weekly reporting process.
Your idea is now open to gain support from other community members. Along with votes, others who work with multiple currencies can now comment to share how this feature would improve their own workflows.🙂
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Navigation | Search - auto close and remove entry
I have seen the new Xero update, and the search bar has changed (only looks and complaints)
1. The search bar stays open, so you manually have to close it, which is slightly annoying.
2. Your search stays in the bar when it is closed. So when you open the bar again to search for something else, you have to delete the original search. If it has been a while since you last searched, you forget, and it can be so frustrating.If the search bar were fixed (actually finding things I were searching for), I wouldn't mind. But this…
1 voteInteresting to get your feedback on this, Jodie-May. It'll be good to get a sense of the wider community appetite in this too. Our teams are paying close attention to the feedback on the new experience and I'll share if there are any updates for you here. Thanks
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Multicurrency - Different exchange rates per bank account
Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.
1 voteThanks for sharing your idea about the option to hold a separate exchange rate against bank accounts in the same currency.
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 too!
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Dashboard - List prepayments separately from "Awaiting payment" list
List prepayments separately from "Awaiting payment" report in Dashboard.
At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.11 votes -
User Roles - Ability to filter and sort list by roles and permissions
As part of our QA, we review the list of users to check that it is up to date, eg, remove terminated employees, remove auditors at the completion of the audit or revert to Read Only, etc.
It would be great to be able to filter/sort the view by access type, such as looking only at Payroll Employees, or filtering them out.
5 votes -
Xero accounting app - Fully functional same as website.
It would be nice if the Xero app was fully functional like the website. I have clients that only use tablets and rarely use the website. Making the app identical to the website in feature would make it easier for them to do things
2 votesWe've reviewed your suggestion, and it's now open to the community for support. Please share it with any colleagues who would benefit so they can vote and add their comments. Their feedback will help show how this idea could improve their experience with Xero.
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Dashboard - Remove the "Loading your transactions" message
Right now, the dashboard shows "Loading your transactions" for bank accounts far too often and for far too long. The dashboard should always show the current state of the user's accounts, not what is essentially an indeterminate progress bar. It would be more user-friendly to remove the message entirely because it doesn't give users any actionable information. If new transactions come in while the user is doing things, simply update the dashboard to indicate that there are new transactions to reconcile, even if the user just finished reconciling what was there before.
1 voteHi Adam, thanks for sharing how we could improve your experience when working in Xero.
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!
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Notifications - Turn off all pop up notifications/errors in Xero for all users
Option to turn off error messages and pop up notifications for the entire organisation.
14 votes -
Access levels
Would like to be able to add users with only access to invoicing, without them seeing any other part of Xero. This would be a huge benefit so I can have team members invoice customers without seeing company financials.
8 votesIs there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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Multicurrency - Support cryptocurrency directly, or have cheaper crypto apps
Please investigate cheaper crypto aggregation services than the ones available currently in your apps section. Currently (Aug 2025) all the ones there are for enterprise, or businesses that trade a LOT in crypto. And the prices are ludicrous for those of us with small amounts of crypto assets.
Maybe get the IRD to fund your research and development of this kind of thing, because it will make proper tax reconciliation possible, and their investment will pay dividends.
As an example, ZenLedger (https://zenledger.io/) lets us integrate all this information. It still costs a yearly fee (per tax year) but…
1 voteThanks for sharing this idea, and letting us know the changes that matter most for you.
We've reviewed this idea and now it's up to the community to get behind and support it.
Make sure you share your idea with anyone this could benefit, so they can add their votes and comments about how this would help their businesses too!
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New invoicing - Don't allow Invoice Only Draft Only user to select Create new item
When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.
Expected Behavior:
User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be…6 votes -
Notifications - Screen to maintain settings for notifications
I think it would be great to have a screen to manage notifications settings.
This could present a long list of notifications for different things (e.g. for me the important ones are activity statement due soon, STP filing overdue).
For each item, the user could select if they want it active, how they want to be notified (e.g. header line, or in a widget), and whether to be emailed (very helpful for people like me who only log in once or twice a week and do a days work).As a side note, the first of my important ones was…
14 votesHi team, while not a feature wide control we've implemented a change leveraging Xero notifications service so you can set a reminder and stay on top of Activity Statement lodgments - Within the settings of this report you'll find a due date reminders tab where you can select a recipient and when you want the reminder to be sent.
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Dashboard - Add Business Snapshot widgets
add specific tiles to xero Dashboard from Business Snapshot.
I would like on my dashboard 3 main tiles
1. Revenue by month, 3 mths 6 and 12 months shown as options
2. Expenses the same
3. Financial Position this year by Rev, Expenses & Profit.
Is this doeable???6 votes -
User permissions - Ability to bulk delete users
completing a cert IV in accounting and bookkeeping you have to become a user for approximately 10 different companies. Therefore once you have finished your course they sit in your My Xero, the only way to remove yourself as a user it to do each one, can you have an option to remove yourself as a user for multiple companies in one step.
17 votesHi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.
Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.
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Organisations - Indication/Warning/Flag when changing organisation
It is too easy currently to click back/undo one too many times and end up inadvertently posting into a different organisation from the one you were working on.
I was showing a colleague how to do something in the Demo company, but I clicked back too many times and ended up making my dummy postings into a client's organisation instead.
For accountants and bookkeepers who have multiple clients and multiple transactions to post, this could create a lot of unnecessary work that can easily be avoided by some kind of indication that you are changing organisation.4 votesHi team, we understand wanting more of an indicator when you're entering data in the demo org, and with our new navigation experience you'll now have a banner at the top of the screen to let you know that you're in the demo company to avoid wasting time of data entry that should be in your actual org.
We want to be upfront that this banner is only applicable for the demo company, so not exactly what is being asked in this idea but hope it goes some way to helping in scenarios like has been shared here.🙏
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