76 results found
-
Xero Chat - Maintain a log of time stamp of chat
When speaking to Xero support on a chat can Xero show the date, time of each part of the chat please like most other providers do each time each party of the chat types something in. It's really handy to refer back to.
5 votesThanks team, we appreciate wanting more visibility of the timestamps for chat to help when referencing and this is something we have intentions of developing but don't have timeframes of just yet.
I'll round back to confirm once this work gets picked up.
-
Customer Support - Create an idea from a case on Xero central
I can no longer comment on the original idea
what I would like is a button on a support case which allows me to create a product idea linked to the support case, so i don't need to copy and paste the entire case history into the product idea
14 votesAah I see what you mean now, and appreciate you sharing more detail, Anna.
In terms of the original idea, you can reply directly to the email update you received about the status if there is extra detail you'd like to share with the team - In this case I've merged your original idea with this one to keep the information all together.
We don't have immediate plans for this, but will keep considering how we improve their efficiency when engaging and sharing feedback. We'll track the support here and share if there are any updates. Thanks
-
Subscription invoice - Provide more advance notice
For direct debits, you send a notification of the latest Xero subscription invoice on the day that its due, which doesn't always give enough lead time to have cash ready in the account. Could you provide at least two days' advance notice?
1 voteHi Marcella, thanks for sharing your feedback here. Can understand how more advance notice would be useful.
This isn't something we have development of right now, but we'll track wider interest in this here and let you know if there's news.
-
Customer Support - More detail about Tax notices
Your Tax Notice support documents need to include information about updating the Changed Tab and updating the tax notices you wish to ignore as the client is not required to pay prov tax - the reason for this: the missed tax payments report that is run after the tax payment due date will not make sense and the data will be incorrect if these steps are not explained to users.
1 voteHi Cheree, appreciate your feedback here.
Just looking into this a little bit more we have this article that provides detail about the Changed tab and changing tax payments. Is this the article you were looking at?
We've also recently implemented our AI chatbot when you first search Xero Central which perhaps depending on your question will also share information and a link to this article.
Please let me know if there is somewhere else you'd find this information most helpful and I can raise this with our support team.
-
Subscription & Billing - Send payment failure alerts to the Billing Contact
It's a huge problem for me that when billing fails for an entity, no notification is sent to the billing contact, only the subscriber (me) gets notified. If I'm on holiday, and something goes wrong with billing, people get locked out of the platform.
There should at least be an option for the billing contact to receive these messages, if not the default setting. I can't think of any reason I wouldn't want my billing contact to know that the payment to Xero has failed. My book-keeper doesn't know something has gone wrong until she is locked out of Xero.
…
5 votesHi Alan, thanks for sharing this idea. This would be useful for situations when a payment fails, allowing a nominated user to be notified as well so action can be taken quickly and avoid being locked out.
A simple workaround for now is setting up an email forwarding rule from noreply@post.xero.com
or subscription.notifications@post.xero.com
to your bookkeeper or Billing Contact. It’s not a permanent fix, but it can help make sure the right person sees the alert sooner.
I’ve moved this idea to Gaining Support so we can see how many in the community would value more flexibility in who receives these notifications. If this would help your team, please add your vote or share your experience—it really helps us understand the impact.
-
Invoice template - Ability to add Tax Amount column via standard template
From the standard template, is it not possible for Xero to create a "show tax amount column" option which I can select as opposed to only including the tax rate in each line item? This without creating an advanced docx template from scratch?
2 votesHi Lungile, thanks for sharing this suggestion. We can see how including a VAT amount column on standard invoice templates could provide a clearer breakdown of tax for each line item and make invoices easier for customers to review.
I've updated the status of this idea to Gaining Support. If you'd like to see this added, please keep voting and let us know how this would improve your invoicing process.
-
Xero Status page - Notifications | Subscribe to Status updates
Ability to be able to subscribe (via email) to Status updates and incidents for all or selected options within Xero, via the Status page.
A problem with Projects the other day, there was NO alert, no notification. I was entering data thinking it was being saved. Only by accident did I notice my whole day of adding time was gone, went to the discussions then to the status page to see the incident report.
If I was aware of the issue, I could have done manual recording of time.
Other brands like Webflow, Squarespace and many others do this.
How…
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We're sorry to hear about the issues that you experienced with Projects recently. While there is no ability to subscribe to the status update, we appreciate you sharing this here. We'll open this idea up to the community so they can add their votes and comments on it. Cheers
-
Billing - Report showing subscription start and transfer dates
A report which shows us the date we take on a subscription, as we sometimes can win multiple subscriptions in the same month but the team who action the billing to the clients don't see this - is there a way to have a central report from Xero which shows us the changes so we can ensure the billing is right.
1 voteThanks for raising this with us here, Lucy. While there isn't a current report that'l accommodate your needs here this is something we can consider as a future enhancement to help with practice visibility of client subscriptions.
We're keeping an eye on the support for this so be sure to share with any colleagues that'd find this helpful. I'll be sure to update if there any report or visibility of this nature planned.
-
JAX - Allow JAX in Demo Company
We would like our staff to be able to experiment with JAX outside of our clients accounts - to do this, we would like JAX to be available in the Demo Company and it is not currently.
8 votesThanks for your feedback on enabling JAX in Demo Company. We appreciate you sharing how important it is for your team to explore JAX's capabilities in a test environment.
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.
-
Organisation Settings - Show Xero subscription plan in Settings
At the moment when you go to Organisation Settings > Subscription and billing (e.g. https://go.xero.com/Settings/ManageSubscription), it says "Change plan and update credit card details Managed by XXXX"
If we are XXXX - we don't see either of those things, only a button to take us somewhere else to Manage the plan.
If we are not XXXX - we don't see either of those things.How dumb?
Just show the Xero subscription/plan so we know what it is.
11 votesHi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
-
Report template - Ability to update report template when creating new account
Chart of Accounts and Report codes should be combined together. Currently if I create a new account, i have to go to three places - COA, report codes and potentially financial statements to group something. Very inefficient.
Xero chart of accounts also doesn't have the header/subaccount options. I don't want to edit report templates every time i want to group something.1 voteThanks for sharing this idea. We can understand how being able to assign or update report templates while creating a new account could make setting up your Chart of Accounts more efficient and help reduce the chance of accounts being missed from customised reports.
For now, you'll need to update your report template or report codes after creating the account to ensure it's included in the appropriate reporting groups.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. We'll keep sharing the feedback from this thread with the team as they consider future improvements to the Chart of Accounts and reporting setup experience.
-
Xero Certification - Suggestion to reduce or remove the 24-hour lockout period
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
9 votesHi team, we appreciate the feedback however want to be upfront here that we don't have any plans on removing the 24 hours lock off period - This 24 hour cooling off period is designed to give a user time to visit the learning needed to close any skills gap.
Certifications is a test of a users ability to carry out tasks in Xero accurately.
We generally recommend completing the full learning course first as it covers everything a user needs to know to pass.
The direct assessment route is really for those that have been certified before. You use Xero daily and have all the skills, and are just needing to get certified.
-
Reporting - Real-time ESG insights inside Xero to help small businesses understand their impact
Small businesses increasingly want to understand the environmental and social impact of their spending — but ESG tools are complex, expensive, and built for large enterprises.
Xero is uniquely placed to change that.
Idea:
Embed lightweight, real-time ESG context directly into Xero, so small businesses can understand the impact behind everyday transactions — without extra systems or reporting burden.What this could look like:
• ESG indicators at transaction or supplier level (e.g. climate, labour, governance risk)
• Simple, plain-English insights alongside payments and invoices
• Optional summaries over time (e.g. “This quarter’s spend impact”)
• No scores to manage…3 votesHi Andrew , thanks for raising this idea here. We understand the business need to report on environmental and social impact for your business. For this reason, we're moving this idea to gain more support from the community. Now it's upto the community to get behind it and support it. Feel free to share this idea with your friends and colleagues who would also benefit from this feature being added on so they can share their thoughts and add on a vote as well! :)
-
AU Tax - Add a secure document transfer or integrated client identity verification portal to satisfy TPB/ATO requirements
XERO Tax the Tax practitioners Board TPB and the ATO have placed strict requirements on tax agents to sight identification of new clients. Both the TPB and the ATO have advised that you are unable to have a face-to-face meeting and sight the actual documents, then it is highly recommended that the Tax Agent uses a security system or secure link to transfer documents. Xero should look at this service to assist with satisfying the security of certain documents.
1 voteHi Michael, thanks for bringing this idea to the community. We understand why having an integrated way to securely collect identity verification documents and support client onboarding compliance could be valuable, especially for practices managing remote clients.
The idea is to provide a secure document collection or verification workflow within Xero Tax, helping practices manage client information requests and keep compliance processes more streamlined.
We encourage the community to vote on this idea if you’d find this practice workflow improvement useful.
-
Xero Film Production Accounting Software
I would love Xero to create a piece of software for Film Production Accountants - Xero4Film!
I work doing some film production accounting/bookkeeping for feature film companies in the UK as well as doing standard accounting for small businesses. Currently the software used for film productions seems to be Eclipse or Smart Accounting. Neither of these are very user friendly and I wondered if there was a possibility of Xero bringing out a version of its accounting software that could be used by Film Production Accountants. There are a few other software options out there eg Creative Computing but they…
2 votesHi Elizabeth thanks for sharing your idea, and letting us know the changes that matter most for you. We understand how a software especially for film production may be useful! 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!
-
Pricing Plans - Add Partnership Tax Return (PTR) to base Xero package
The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.
Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?
8 votesThanks for sharing your idea to add the Partnership Tax Return (PTR) to our base Xero packages.
We're grateful for your engagement and letting us know the changes that matter to you and your business partnership.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how including PTR lodgement in the standard Xero software could improve their experience.
-
Assurance dashboard | Contacts - Contacts with same bank account
I'm in the Assurance Dashboard in a client's datafile, doing a quick audit trail check for things that might need fixing or looking at, and I noticed that there were a couple of contacts being flagged as having the same bank account. So I looked at those contacts, and yes they do have the same bank account... Because one of them was merged into the other and then archived!
It's been dealt with, and should no longer be coming up as flagged for checking.
2 votesHi Freya, thanks for your feedback regarding the Assurance Dashboard. You’ve highlighted an important point about how archived and merged contacts are still being flagged.
We’ve moved your suggestion to Gaining Support, meaning it’s now live for community voting. This allows us to monitor the idea's momentum and better understand its impact on our users.
To clear the flag manually, you can briefly restore the contact, update the bank account details by adding a number to it, and archive it again. While we understand this isn't an ideal solution, it will resolve the immediate display issue. If you have any other questions, our support team is always here to help.
-
Subscriber change over
The subscriber has left the business. I have access but cannot invite support to the ticket. I need to change the subscriber to me. I am the new Director. Please contact me
4 votesHi Paul
It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.
As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.
However, feel free to submit your ideas or feedback on our product ideas page!
Kind regards,
Ridhwaan
-
Xero App Store - Add a link to each app's website
When we go to the apps directory, and click on an app we are interested, they are usually associated with an external company. For instance, Crypto websites that consolidate our crypto transactions, then can be imported into Xero.
But when I go to the information pages about the apps, there is no link I can find to the actual website of the company. There are usually links to support, or social media.
Please go one step further and just put in the official website.
The reason for this is because sometimes we are researching what services actually connect with Xero…
4 votesThanks for submitting your idea here, we appreciate you taking time to let us know how we could improve the App Store for you.
As you mentioned, the app listings currently have links to their social media pages, but not directly to their website.
For now, you might use these social media pages to get links to their websites. In the meantime, our team will check into this and your suggestion can now 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. 🙂
-
Billing and Subscriptions - Simplify reactivation of subscriptions.
Make the reactivate process easier. Currently you need to change the selection to "All" under myxero. Hidden in the filter icon, could be more obvious with a visible drop down when you click subscription tab.
Current process
Select the Subscriptions tab.
Click the filter icon next to the search bar, select All, and search by the organisation name.2 votesHi Hunter, thanks for sharing your idea here.
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!
We will monitor this space for further updates.
- Don't see your idea?