70 results found
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Having different user access levels for different reports and areas of business
Within Xero, the current “Invoice Only” user access level could be enhanced to allow access to reports that are directly relevant to their role. This would include areas such as accounts receivable, accounts payable, and customer and supplier reports, while still restricting access to broader financial reports like the Profit & Loss and Balance Sheet.
Although users with this profile can enter, approve, and pay invoices, they are currently unable to generate key supporting reports such as receivables ageing to follow up overdue debtors or payables reports to monitor outstanding obligations. Introducing more tailored reporting access within this user level…
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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Cannot download a list of bills or sales invoices to an excel or csv
We cannot download bills to a csv or excel as a list- (all bills, awaiting payments, paid etc). Theres just an option to download the bills which I dont want to , I just want to be able to get a list of the bills with supplier name , invoice reference, date and invoice price for example . Please develop this. I think its the same for sales invoices too.
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 Tracking as a column option in Bills screen
In the Bills screen under column options can you please add Jobs/Tracking so that I don't have to open a bill to see what job it is for?
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. 🙂
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Clarity on Statements
When sending clients statements, clients cannot view their payments clearly. For example our client made a payment on 8th September however all he could see was the allocation rather then the actual payment.
Is there a way for the statement to show the payment as well as/ instead of how it was allocated to make it easier for clients to understand2 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. 🙂
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bank accounts details - Fraud
To help reduce fraud within a business, is it possible to have a report for changes to supplier bank account details, (especially the bank account number), or have a notification text/email sent to a manager/accountant so this can be confirmed against details on the suppliers invoice.
Scenario could be Batch payment of supplier invoices uploaded to online banking for payment, but bank account number(s) have been changed. On the surface it appears supplier(s) was paid, when in fact money is being obtained fraudulently.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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Visual communication between client and accountant
I need to be able to leave a note (like postit note) somewhere in the product to my accountant. They would be notified and be able to go exactly to the view I have a question/comment about and respond right there.
3 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. 🙂
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Auto-focus 2FA authenticator code field on login
When Xero prompts for the authenticator code during login, the code input box doesn’t automatically take focus. I have to click into it every time before typing. Small issue, but it’s a constant friction point for frequent logins. Please auto-focus the field so users can paste or type the code immediately.
7 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. 🙂
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Name, dates and times on Xero chat support logs
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.
3 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. 🙂
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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…
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. 🙂
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Grandfather in pricing and stop raising pricing on us. We just want simple accounting that we signed up for.
Stop charging us more for thing we don't need or want. We just want simple accounting that we signed up for at a fair price. If you make improvements you want, grandfather people in.
11 votesHi 👋 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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Create Demo as a sandbox of own company
Create Demo as a sandbox of own company: We use other systems that allow us to create a 'Sandbox version of our data' that is valid for 2 weeks, and we can then use it as a Demo to test, train, work out issues in the system rather than impacting our live data. Admins have access to create or delete a Sandbox. This would be extremely useful in Xero.
3 votesHi 👋 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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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…
1 voteHi 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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Bills to Pay - additional column for department or project
How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?
2 votesHi 👋 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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cash flow manager extend date range
Cash Flow Manager is a great tool but please can it cover 52 weeks not just 26 weeks, as at present you can not see where your business will be in 12 months time?
4 votesHi 👋 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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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.
1 voteHi 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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Reconciliation - Automatically allocate Subscription Sales into Unearned Income and Earned Income based on timing
Allow front-loaded revenue (such as annual subscriptions or project fees) to be automatically allocated to Unearned Income (i.e. a liability) and then gradually transferred to earned Subscription Sales Revenue.
As a small business owner which sells hundreds of annual subscriptions to our service (different price packages and different start dates for each customer), it would be really handy to know how much of that received money has been 'earned' and how much remains 'Unearned Income'. On Day-1, 100% of it is unearned income (and would need to be refunded if we close as a business), on Day-183, 50% is in…
1 voteHi Damon! 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. Cheers!
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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.
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4 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.
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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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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.1 voteHi 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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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.
5 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.
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