83 results found
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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. 🙂
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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. 🙂
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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. 🙂
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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. 🙂
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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. 🙂
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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.
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Integrate Xero Platforms
Please integrate the Xero Platforms so a user can switch seamlessly between Xero Accounting and Xero Central without having to log in again.
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. 🙂
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advice and or special login for linking AI tools
Xero now links to various AI tools - chatgpt, gemini, ms copilot etc. The process to do this requires a Xero login to be given. Would it make sense to create a unique user login that the external tool has - who's permissions could be more controlled and not go via the users existing login? This would also give better auditability of the how the AI tool has interacted with Xero. And/or give users more advice around this area of security.
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. 🙂
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MFA
Administrators should have the option to force all users with access to their organisation in Xero to use MFA, and have positive confirmation on the user lists that each user has it enabled.
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. 🙂
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Hubdoc - Untracked item codes not appearing in Hubdoc dropdown list
I am looking to search for items by item code in Hubdoc when editing line items, rather than just by item description.
Currently, when I am adding line items to documents in Hubdoc, I can only search and select items by their description. The ability to search by item code isn't available in Hubdoc. This means I will need to use the item description to find and select the correct items from the dropdown list.
This is important that to search by item code would make the process more efficient, especially when you have many items to manage.
Hope the…
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. 🙂
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Approved Variations
Please add a separate “Approved Variations” summary box to Xero Projects, alongside the existing Project Estimate, Invoiced, Time & Expenses, To Be Invoiced and Deadline boxes.
We need to retain the original project estimate and separately record the total value of customer-approved variations. Ideally, the project summary would display:
• Original project estimate
• Total approved variations
• Revised project total (original estimate plus approved variations)For example, an original estimate of £50,000 with £7,500 of approved variations would show a revised project total of £57,500. All figures should use the same VAT basis.
Only approved variations should contribute to…
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. 🙂
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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. 🙂
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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..
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Feed page
It would be great to have a discussion resource/feed page when you land on Xero Central. This could be for Xero users to chat with ours peers, and discuss up to date information/trends etc.
1 voteHi Elizabeth, appreciate your feedback.
Being open up to 22 June this year we had Xero Central Discussions which was similar to what you described, a place for our Xero users to engage and have discussions with one another about Xero.
However as part of our evolving support model, we made the tough decision to retire these forums, and we don't have any plans for this.
This was in efforts to help make it easier for you to find answers, and better connect what you tell us with how we improve Xero.
For product feedback and feature ideas, the best place to engage with us is here on our Xero Product Idea, site.
For day-to-day support, our in-Product help menu and Xero Central remains your go-to for one-on-one support, help articles, guides, and Xero Learn courses.
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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 😊
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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.
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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.
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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.
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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.
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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.
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