77 results found
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Allow assigning default MFA option to streamline login
The updated login flow has been implemented in a way that makes logging in slower for manual and automated (password manager) flows.
This is because after submitting the password, the user must select the MFA method every single time, even though 99% of the time they'll be using their default method.
The default MFA option should be triggered, with a link/button to allow the user to select an alternate one. Basically how Google does it.
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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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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Remove JAX for title bar
I would like to be able to remove JAX from the title bar of xero. It is almost useless and more often than not gives information that is false. I don't ever see it coming out of "BETA". Please let me remove it. Since it is polluting my title bar it is a hindrance to my experience
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 🙂
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Have actually useful links to Xero Central from the chatbot and the help articles
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…
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 🙂
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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.
1 voteHi 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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Enhancing legal docket tracking & county administrative integration
Streamlining record management across regional municipal networks helps improve client billing and document workflows. For firms managing cases at institutions like the Placer County Courthouse:https://countycourthouses.com/, standardized tracking tools make handling local administrative expenses and court filings significantly faster.
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 🙂
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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 votesThanks for sharing this suggestion. We understand the request to add a direct link to Xero Product Ideas in the main navigation, so users can share feedback without needing to navigate through Xero Central.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could make it easier to share ideas, add your vote and let us know how you'd like the link to work.
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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.7 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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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.
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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.…
3 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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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.
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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…3 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.
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XPM - Make timer button available on all screens
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 highlighting this improvement. Keeping the Timer controls visible when viewing an individual client could reduce extra navigation when starting or adding time entries.
We've updated the status to Gaining Support. Add your vote and let us know how you'd like the Timer controls to work on the client screen.
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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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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!
3 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.
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Email Audit Notification - When Xero Support Is Added to XPM
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.
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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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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.
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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.
5 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
- Don't see your idea?