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

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  1. 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 vote

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    Hi 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.

  2. 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 vote

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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

  3. 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.

    81 votes

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    Hi 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!

  4. Hi Xero. I can log into Xero on my phone using facial recognition, but it's not available on my desktop, why is that? Should be easy to do, right? Current MFA whilst necessary is cumbersome, facial ID is simple and safe.

    2 votes

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    Hi all, this isn't in our immediate plans, but in the meantime, make sure you share your idea with any colleagues that this could benefit.

    They can add their votes and comments here, to share additional detail about how this could improve their own experience with Xero.

  5. 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 vote

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    Really 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.

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

    1 vote

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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!


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

    1 vote

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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.

  8. 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 votes

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    Thanks 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.🙂

  9. 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

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  10. 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

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  11. 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 votes

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    We'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.

  12. 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 vote

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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!

  13. 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 vote

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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!

  14. 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

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  15. 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 votes

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  16. 4 votes

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  17. 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???

    5 votes

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  18. 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.

  19. When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.

    7 votes

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  20. 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 vote

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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.

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