320 results found
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Dashboard | Tax & Reporting - controlled by Subscriber/Partner
Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well
2 votes -
Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 votes -
User Roles - Overdue invoice only role
Hi,
I would like if Xero can provide an invoice user view only to look at the overdue invoices.
This idea came up because we have a requirement to give this access to the person we hired for invoice chasing.
We do not need to let him see previous invoices or give him access to create new invoices.
Just a view with pending invoices payments for sent invoices2 votes -
User Roles | Individual permissions to use Pay with Wise
1) Limit which users can use this payment system (for security reasons)
2) Limit how much they can pay out at any one time (for security reasons)2 votesHi all, while we removed the Pay with Wise, as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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Add link to going into "Files" on the top tool bar.
Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files
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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Subscription - There should be an option to automatically send my Xero bills to bills
There should be an option to automatically send my Xero bills to bills
1 voteHi Mike, thanks for sharing your idea about Xero subscription billing.
We’ve reviewed your suggestion and moved it to Gaining support, which means it’s now open for votes and comments from the wider community.
In the meantime, there are a couple of workarounds that might help:
- You can set up an auto-forwarding rule in your email so your subscription invoices are automatically sent to your organisation’s email-to-bills address.
- If you’re using a UK, NZ, or AU organisation, you can also choose to receive your subscription invoices as eInvoices directly in the Bills tab.
Thanks again for contributing, we’ll keep you updated on any progress.
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Xero HQ - Ability for practice staff to create client groups
Some of our practice staff have permissions to create clients and also were ableto create client groups for the new client to be added to. With the new Xero Centralisation, those staff can no longer create client groups, or add clients to a group. To allow this we would have to increase their permissions to Practice Administrator. This new required level of access is over the top, just to allow someone to create a client group.
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 - 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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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.
1 voteHi 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?
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Navigation - Ability to rename menus
Please allow non-profits to change the terminology from sales to receipts etc on the new navigation pane. Sales is not appropriate for us . Thank you
1 voteGood to understand the rationale for your idea here, thanks Hilary. Being open we don't have any plans for enabling users to change the naming of menu's, however we'd like to get a sense of the interest in this sort of capability and understanding more of the terminology that most resonates for our customers here.
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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…
1 voteHi 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.
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Navigation - Restore Organisation Name
Expand the field to the right of Xero (top left) to show more than 2 letters for the active organisation.
In the Home view, I can see the company name (below Xero), but not in other views.
It would be so much clearer!1 voteHi Karen, just trying to better understand your idea here are you referring to the organisation name or the logged in users name?
Currently which ever screen you navigate to you should see the organisation name in the top left of the navigation bar next to 'Xero'. In the top right you'll be able to see your login profile picture, or if you haven't uploaded one this will show your profile name initials.
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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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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,…
1 voteReally 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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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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Navigation - Separate menu for Analytics
Separate the Analytics menu from Reports; removing the needless navigation for a submenu
1 voteAppreciate 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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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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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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Navigation | Tab headings - Remove the word Xero, leave title of tab
Is there a way that we could see the names of opened Tabs so that we could see the name of what we are working on such as Balance Sheet instead of seeing Xero | Balance Sheet. When we open HST/HST returns, it shows GST/HST Returns which is great.
We know we are with in Xero. If Xero has to show up, it could be added to the end of the Tab heading. This way, opened Tabs would be a breeze to drag in alphabetical order. This would also facilitate working with Workona resources to put Tabs in alphabetical order.1 voteThank you for sharing your idea and highlighting the changes that are most important to you.
We have reviewed your suggestion, and it is now available for community review and support. Please share it with your colleagues who would benefit so they can add their vote and detailed comments on how this improvement would enhance their experience with Xero.
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Xero Accounting app | Reconciliation - Show tax for suggestions
Hi, on the mobile app, it would be really helpful, if when reconciling bank entries, when xero comes uip with its "suggestion", that is also displays the VAT line. Saves having to go into the suggeestion edit and check VAT is applied correclty
1 voteHi Ray, we understand how helpful it'd be to see the VAT/tax line directly on the automated reconciliation suggestion in the Xero Accounting mobile app. Currently, the mobile reconciliation suggestion card doesn’t show the tax line, which means extra taps and added steps.
This idea is now in the Gaining Support stage. Your votes and comments help us understand how important this feature is to the wider Xero community and guide our product team’s priorities.
- Don't see your idea?