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

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336 results found

  1. Currently Product Idea notifications are either enabled or disabled.

    Which means I get a ridiculous amount of emails for every single product idea I've ever commented or voted on. And given Xero's inability to actually resolve any of these issues, the number of notifications is going up and up.

    Currently, because of the amount of complaints about the new homepage my inbox is full every morning.

    I don't want any more notifications reminding me how bad the new home page is. However, I do want notifications on a lot of the other 'Product Ideas' that I am following.

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     ·  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. 🙂

  2. It would be great if there was a simpler way to navigate to the Tracking Categories directly from the homepage.

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    Hi 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.

  3. 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?

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     ·  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. 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.

    1 vote

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     ·  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. 🙂

  5. Add button to go straight to Files on top tool bar instead of clicking twice (once on org name) and then Files

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    Hi Rosemarie, appreciate the ask to minimise clicks when accessing the Files library—those small efficiencies can make a big difference in day-to-day work.

    To be upfront, our Product team doesn’t currently have plans to add Files to the menu bar. That said, we’ve moved this idea into Gaining support so the community can add votes and comments, which helps us better gauge overall interest and impact.

    In the meantime, a quick tip you might find helpful: pressing the slash key (/ or /?) and then F will show a link to the Files Library that you can click straight away.

    Thanks for taking the time to share your feedback— please keep the ideas coming.

  6. There should be an option to automatically send my Xero bills to bills

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    Hi 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:

    Thanks again for contributing, we’ll keep you updated on any progress.

  7. 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 vote

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    Great 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.

  8. 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 vote

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    Hi 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?

  9. 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

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    Good 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.

  10. 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…

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    Interesting 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

  11. Multiple bank account with similar currency but to apply individual exchange rates for accounts with the same currency.

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    Thanks 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!

  12. Separate the Analytics menu from Reports; removing the needless navigation for a submenu

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    Appreciate 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.

  13. 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.

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    Hi 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!

  14. 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…

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    Thanks 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!

  15. 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 vote

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    Thank 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.

  16. 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

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    Hi 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.

  17. Move "jax" and the new "Apps" icons into the Company Drop Down on the right hand side so they don't clutter our tool bar and you can go in there and chose to activate them or not.
    Give us some choice please - I'm not loving having the search icon so far over now, as it has to make space for these 2, which I will not be using.
    p.s. I did sign up for the Beta of jax and the first answer was wrong...

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    Thanks for your feedback, Rachel. I've passed this onto our product team.

    We don't have any plans for changing the placement of the JAX icon atm, but it'll be good to get a sense from the community that also feel this way, here. We're keeping a close eye on feedback, and I'll let you know if there's any news to share with you here.

  18. It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.

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  19. Our bookkeeper needs an audit file (IAF) to make our annual report. Currently downloading an IAF file is only possible for Singapore clients and not for Xero Global clients. Would be very useful if this would be available for everybody.

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

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    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.

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