70 results found
-
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…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. 🙂
-
Timer sits behind banner on single client screen - hiding the Plus button for a new entry
The Calendar and Plus options are not visible in the Timer when viewing a single client in XPM. They are only visible on the full client list screen. This slows me down when completing timesheets as I have to change screens first.
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. 🙂
-
Better manage authentication on web browser using private tabs
I log into Xero (employee) from a desktop running Firefox in a private window (NoScrip, Addblock, Ghostery disabled for Xero).
There are no cookies available to the session, so it always looks like a new device.
Xero asks for authentication via the Xero app on my mobile (real 2-factor in this scenario).
Once logged in, in this manner, some sections still are not happy (review payslips) and want another confirmation. In this case via email.
I'm not sure what window this 3rd factor is closing.
If the mobile authenticator is secure, this 3rd factor should not be required.
If I…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. 🙂
-
reporter
Can we have the financial statement reporter default to arrange the accounts according to account codes rather than account names' alphabetical order?
And can the new accounts add in the correct code order to the financial statements when we copy from last year's published reports? Currently they are all added to the end of the profit and loss or balance sheet. I have to manually edit the report or add a new report.2 votesThanks 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. 🙂
-
report codes
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 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. 🙂
-
save buttons
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!
2 votesThanks 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 an XPM Tenant
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…2 votesThanks 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. 🙂
-
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.
-
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.
-
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.
2 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
-
In Avalara when we extract a transction report, instead of been able to see the Contact's name or Invoice number we see the URL
We have integrated Xero with Avalara, but when we extract a transaction report in Avalara, instead of being able to see the Contact's name or Invoice number, we see the URL (the invoice’s unique ID). Can this be fixed?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
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 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.
4 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.
-
Xero subscription: SA Payment Offerings Bank Transfer or Direct Debit
Most of my companies do not have credit or debit cards, now I need to correct the Xero account with internal invoicing between the companies to recoup the costs and and claim the VAT in the correct company. Easy fix is to allow for debit orders or EFT payment. If accounts are not paid up to date, just block the use of the company.
2 votesThanks for taking the time to share your feedback.
We can understand why paying by card for subscriptions does not suit everyone.
Xero does offer differing payment methods across regions.
Depending on the region, these include card payments as well as direct debit options such as BECS in Australia and New Zealand, BACS in the United Kingdom, ACH/eCheck in the United States, and SEPA in Europe.
In South Africa, the current subscription payment method is Visa or Mastercard credit or debit card payments.
We'll get a broader sense of interest from other SA users on offering direct debit or bank transfer here.
-
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 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
7 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.
-
JAX - Ability for JAX window to pop out
Create a button on Jax that allows the dialog box to "Pop Out" or detach from Xero. It makes no sense that I have to copy directions from Jax to paste into Word so I can follow the often multi-step instructions that cannot be done while Jax is active.
2 votesHi Allen, thanks 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.
-
timed log out
The automatic, timed log-out leaves data visible on screen for a few seconds before reverting to a log-in screen. This may be browser specific (I tend to use Chrome) but there is a small security or privacy risk when this happens if whoever sees it isn't meant to. And once you know it happens, you can plan for it. I haven't tried it yet, but a screengrab seems a simple approach. I'm not clear on the mechanism to fix this, however, but I thought it would be a good, if trivial, improvement.
3 votesHi Robert, appreciate you raising another request to share feedback on your original idea. I've merged these together and re-opened the initial idea so we can continue to build interest through this.
Just to note, if your idea is moved to Feedback comments and voting are closed however if you have additional feedback you can rate and respond to the update to share additional information and this will be reviewed by out community manager to take action if needed.
From your detail here it sounds like you'd like any information on the screen blanked out for privacy when you're timed out - Would that be correct?
Thanks again for engaging with us through these forums.
-
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.
4 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.
-
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…
3 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
- Don't see your idea?