36 results found
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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.
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Spend/Receive Money Transaction - Make account number visible in View Mode
This is very basic, but a search didn't reveal an answer. Maybe it exists. Maybe it doesn't. It frustrates me when I try and look back on a reconciled bank item that it only shows the account description in view mode, not the code. I can only see the account number when I enter edit mode. Please make the account number visible in view mode. It would remove ambiguity when making a similar posting and prevent accidental corruption of previous postings. Pictures below Edit vs View mode.
1 voteThanks for sharing this idea, Martin. We can understand how displaying the account code or general ledger account number when viewing a Spend or Receive Money transaction could make it quicker to review coding without needing to switch into edit mode.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know where you'd find this information most useful, such as the transaction summary or another view.
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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.
10 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.
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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! :)
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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.
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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!
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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.
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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.
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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.
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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…
3 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. 🙂
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Customer Support - View case responses without having to log into Xero Central
When we receive communication from Xero regarding a case query, it is necessary to log into Xero again to read the answer
This is time consuming and annoying- would love a fix for this.
Is there a way to view the answer and perhaps log in when we are ready to respond?3 votesThanks for sharing your idea about how the experience with viewing support cases could be made better 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 votes and comments about how they'd also like to see this!
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Billing & Subscriptions - Suggestion for an on-demand 'Pay Now' button
Please add a Pay Now button onto your subscription billing page so that we can pay for our subscriptions on demand.
1 voteHi Margret, Thanks for sharing your idea,
We've taken a look at your idea and now it's up to the community to get behind it.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Other members can now vote and comment to share additional detail about how your idea could improve their experience with Xero.
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Navigation - Ability to submit feedback in product
There isn't anywhere in Xero where we can add brief feedback. This would be helpful to have in the help menu please.
For example there is a new issue after the new updates on invoicing - this feature would allow a quick notification to Xero that something needs fixed or we are super impressed with new changes! It takes too long to add something to product ideas (like now), to be ignored or gather a lot of voters before something is fixed. Same with raising a case, most of the time it wont be a fix, we get directed back…2 votesThanks for your input to product ideas, Nadine.
Though there is no direct way to leave feedback in the product atm, there are now many ways our team's are surfacing in product messaging to updates users of a change and request feedback especially through staggered releases.
We'll continue to consider how and when is best to engage with customers through Xero and will keep a watchful eye on support for your idea here.
In the meantime please do feel free to start ideas for changes you feel could further improve your experience with Xero through Xero product ideas, here 😊
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Xero website - Bulletin board for posting businesses for sale
Xero now has a vast database of businesses many of which are profitable, and many of which are probably less so. At any rate, it has access many savvy business individuals who have capital willing to invest within and outside of their boarders. Perhaps it could create a meeting place for willing buyers and sellers of businesses. I for one am ready to retire. My business is marginal but has opportunities for someone who wants to get into my domestic market.
2 votesVery interesting idea, Myles. It's not something that exists atm, but I've shared back with our team that manage our website. We'll keep an eye on the interest from others in this here and let you know if there's any updates to share.
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Invoices: Ability to have password protected email invoices
As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.
One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
This can be updated in your email settings- however secondary…17 votesThanks so much for taking the time to share this idea with us.
We’ve now moved it to our Gaining support stage. This means it’s on our radar and we’ll be keeping an eye on how much interest it gets from other Xero users.
The best next step is to encourage any friends or colleagues who’d also benefit from this to add their vote and a short comment on how it would help them. More support and real‑world examples make it easier for our product teams to understand the impact when we’re prioritising future work.
While we can’t promise if or when this will be built, your feedback genuinely helps shape what we focus on next, so thank you again for sharing it 🙂.
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Product Ideas Forum: Filter to show my own ideas
In this forum, I'd like to see a list of my own ideas, so that I can see if there's been any updates since I was last here
6 votesHi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
- Don't see your idea?