83 results found
-
Support - Make it easier to access Xero Central Articles
When I used to click on the Help button in Xero, I was able to search through Xero's help pages. Now, that function has completely gone and has been replaced with a chatbot.
By all means, have a chatbot so that people who want to use one can, but you shouldn't have removed the help pages for those of us who would rather find the answers for ourselves.
Please restore this function.
10 votesHey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
-
Xero Support - Have an inbound phone number
HAVE A PHONE LINE!
Xero claims "24/7 support" - This is a fraudulent claim.
Denying your clients a number to call is not only repugnant customer service, it is spitting in the face of people who pay for your product.
Whoever had the idea to save money by not having a number to call should be let go, uncerimoniously
Very very bad customer service
19 votesHi team, thanks for sharing this feedback. We understand that sometimes speaking with someone directly is the quickest way to work through an issue, especially when you need help with something urgent or complex.
At this stage, an inbound phone number isn’t part of our current support model. Our focus is on making sure customers are connected with the right team member who has the right context to help, rather than spending time waiting in a queue.
For situations where a call is the best option, we offer a callback service so our team can connect with you at a suitable time and be prepared to assist.
We appreciate you sharing your thoughts. Feedback like this helps us understand what matters most to customers and where we can continue improving the support experience.
-
Security - Subscriber ability to log users out
We would like the option to kick out all logged in users in case of intrusion.
Also would like IP whitelisting.8 votesThank you for taking the time to share this idea with us — we really appreciate you helping us identify ways to improve security in Xero. 🔐
This is now open for votes and comments from the community. The feedback and support received here help us understand how valuable this functionality would be for other customers. In the meantime, feel free to share the idea with colleagues who would also like to see this functionality so they can add their support too.
-
Users - Automated email notifications for inactive or dormant user logins
Please add the ability for admins to receive an email notification when a user hasn't logged into an organisation for a configurable period (e.g. 3, 6, or 12 months). This should cover all users with access, including our own staff, as well as any accountants or bookkeepers invited into our organisation.
Access often persists long after someone has left our organisation or after an accountant/bookkeeper relationship has ended, and there's currently no easy way to spot this. An automated alert for dormant accounts would let admins proactively review and remove stale access, reducing security risk from old, unmonitored logins (e.g.…
6 votesAppreciate you bringing this to the community, Dennis. We understand the request for a way to identify dormant user accounts through automated alerts, rather than relying on manual checks.
I’ve updated the status to Gaining Support so we can continue tracking interest.
-
Dedicated Xero Partner Support Path for Certified Bookkeeping & Accounting Partners
Xero Partners generate and retain a significant portion of Xero's subscription revenue, yet currently receive the same support pathway as general end-users.
Recent changes to support have introduced an AI chatbot as the mandatory first step for lodging cases. While this may be helpful for users seeking guidance or support articles, it creates substantial inefficiencies for experienced bookkeeping and accounting professionals who have already completed their own investigation.
For certified Xero Partners, support requests are rarely "how do I do this?" questions. They are typically:
• Product defects
• Reporting discrepancies
• Compliance concerns
• Data integrity issues
• Payroll…7 votesThanks for sharing this feedback, Kielan. We can see there’s a broader conversation here around how support could better meet the needs of partners who are managing complex issues across multiple client organisations.
We’ve moved this idea to Gaining Support so we can continue tracking interest and gathering feedback from our partner community. While we can’t make any commitments at this stage, we’re keen to hear more from partners about what they need from the support experience and where the current process could work better.
If this would improve your workflow, add your vote and share which parts of the current process you’d like to see improved.
-
XPH | Jobs - Notify Job Manager when a job has been assigned
Please update Notification Settings to allow "Job Managers" to be notified when they have been assigned to a job. Currently, only 'Staff' are able to be notified.
8 votesThanks for starting this conversation, Mihir..
We can see how automatic notifications when a job is assigned could help Job Managers stay on top of new work and reduce the need to manually check their job lists.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how notifications would fit into your team's workflow.
-
Xero Central - Links available with chatbot generated information
I have just spent a frustrating amount of time going round in circles with the chat bot. I said that yes I would like to add a product idea and it gave me a link to a help page which tells you how to search for a product idea and how to submit one, but it didn't give me a link to the actual page where I can do that (this page it turns out!). I specifically asked for a link and it told me it was unable to do so. Then I asked how to navigate there and it…
4 votesThanks for sharing this idea, Frances. We can see how helpful it would be for chatbot responses and help articles to provide direct links to the relevant pages. We’re opening this idea up for votes and comments so we can better understand how useful this would be for the wider Xero community. If you’ve experienced something similar, please vote for the idea and share examples of the links or journeys you’d like to see improved. Your feedback will help us gauge community interest and understand which linking improvements would make the biggest difference. Thanks again for taking the time to suggest this 😊
-
Xero Subscription Invoices - Make available within Subscription & Billing tab
Have invoices from Xero in a more logical place, like under subscription and billing. The way it is now isn't logical and always takes more time. It would also help with efficiency if the Xero invoice was attached as a PDF to the email saying you've been billed or available via the Xero app.
This seems like such a simple fix from Accounting software.
6 votesAppreciate your feedback here, Jessica. While subscription invoices are available to view from the Billing accounts tab under Subscription & billing it sounds like you're wanting the view option to be more prominent and directly available from Subscription and billing. We'll get a better sense of the interest for this from the community here.
We have an existing idea around being able to attach a PDF of the invoice to the email you receive and I've added your vote for this so we can keep you updated here.
-
Navigation - Ensure Save or Update button is at the same area for all transactions
In the different Sales and Purchases entry and edit areas in Xero the save or update buttons are in different places, one has it at the top of the screen and the other at the bottom. This is really annoying and would be way more efficient if they were both the same. Clearly two different people set them up or the same person was on a different mood when they created the two. I get this, I'm inconsistent all the time, its just super annoying in a major software package!
5 votesThanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
-
JAX - Ability to opt out
Grandfathering JAX to every user with a new ToS is garbage, please allow a complete opt out of the feature.
6 votesHi Timothy, while we appreciate your feedback I want to be upfront that we don't have any plans to add a complete opt out option.
JAX has become a core part of how Xero works, which is why we've moved it to always-on. That said, JAX isn't active until you open it and move through the initial consent step, so it won't do anything without you initiating it.
You won’t be able to turn JAX off for the whole organisation, but you don’t have to use it:
- If you don’t want to use JAX, simply don’t open it
- If you don’t want certain people to use JAX, you can manage their Xero roles and permissions so they can’t see sensitive data
-
Security - Multi-factor authentication (MFA) audit reporting and user status visibility
Provide organisation owners / admins the ability to audit and positively verify that users have enabled MFA where required.
Recently we were able to see this in the organisation -> settings -> users list.
This is no longer available and Jax tells me that I need to contact every user individually, have them log in and show me themselves.
3 votesHi Rebecca, thanks for sharing this suggestion. We understand the request for MFA status visibility or an audit report for users so administrators can quickly confirm which user accounts have Multi-Factor Authentication enabled.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your security and compliance workflow, add your vote and share how you’d like the MFA information to be displayed.
-
Feedback on incorrect answers XERO certification
Hi Xero Team,
A little feedback on the recertification assessment.
I passed initially with 23/25, but there is no indication whatsoever of which questions were answered incorrectly or what the correct answers should have been.
Being slightly stubborn, I retook the assessment to try to identify what I'd got wrong. After several attempts and researching the relevant Xero updates, I eventually reached 24/25 — and I still have absolutely no idea which answer is incorrect! My second attamept landed me a 21/15 as I was over analysing the possible ambiguous questions.
Given the purpose of recertification is presumably to make…1 voteReally appreciate your feedback and the steps you took to try and check the answers yourself, Wendy.
I've shared your feedback with our team and will round back to you here soon. 🙂
-
Widget for MTD on the Business overview hompeage
It would be really handy if I could have a MTD widget on my Business Overview page in the same vein as the VAT widget. Currently according to Jax this isn't available
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. 🙂
-
Navigation - Add direct link to Xero Product Ideas on main navigation bar
place "Product Ideas" on your main page. if i could have my customers suggest how to imporve my business right at the time they are getting frustrated I would be elated as this would give me direct access to my customers and what they are experiencing as they interact with my business. this seem like an absolute no brainer.
2 votesHi everyone, we’re just circling back to this idea with a quick clarification.
At the moment, you can access Xero Product Ideas from within a Xero organisation by clicking your initials or profile picture in the top-right corner and selecting Product Ideas.
We hope this makes it easier to find Product Ideas and continue sharing your feedback, voting on ideas, and helping shape future improvements to Xero.
-
Hyperlink products on invoices, POs, Bills, Quotes etc to their product page.
Often when you are loading a product into a document, you realise that you would like to change its data or you would like to check what you last paid for it, etc.
It would be fantastic if we could click on the item and the item name would be linked to that item's product page. Make sure that the link is the type that jumps to a new tab because otherwise you could lose a whole lot of pre-entered data by clicking on a link and it changing inside the same tab, which is really frustrating.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. 🙂
-
Add a button to the product page to generate a PO for that product
In Sales>Products & Services, add a button to create a PO for the products that are selected, which opens the new PO and waits for supplier selection. Pre-populate the PO with quantity of one.
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. 🙂
-
Scan credit card receipts to draft bill process
I would like to be able to use a "Scan to draft bill" process that enables user's to scan and upload their credit card receipts directly into Xero without them being processed as 'expense' claims.
The process would allocate the receipts directly to the individual user's draft 'bill' (e.g. "Bob Brown - Nov-26") that was listing under a single creditor (e.g. "Mastercard").
Then I, or another accounts payable administrator, would check them off against their statements received once received from the bank.
Any receipts that were allocated to the draft bill but were not listed in the banks statement would…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. 🙂
-
Email Audit Notification - When Xero Support Is Added to XPH
When Xero Support is added to a Xero Practice Manager tenant, Xero should automatically send an email notification to the tenant’s registered email address.
This would provide a clear audit trail and help firms track when staff members grant Xero Support access to the tenant.
When Xero Support is added to an XPM tenant, Xero should automatically send an email to the tenant’s registered email address.
The email should include:
The date and time Xero Support was added
The user who added Xero Support
A short explanation of what access was granted
A reminder to remove Xero Support when access…3 votesThanks for sharing this idea. We understand you would value the of receiving a clear notification when Xero Support has been granted access, including what the access is for and how long it will remain active.
We’re moving this idea to Gaining Support so other customers can vote and share their feedback.
-
tax return notify someone else is in it
When doing a tax Return in Xero Tax, it would be nice to know if the tax return is open and being used by someone else. Just a little note or icon that says in use or prevents you from adding any data to it.
I was working on the personal return and another was working on their family trust and income pushed across without me knowing.
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. 🙂
-
AU Payroll: Xero me to indicate which day of the week leave is entered
When Entering Leave, ‘Day Indication’ Shown on Screen (eg Mon to Sun) Easier to Follow when Multiple Leave Days are Added.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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.
- Don't see your idea?