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Customer ideas for Xero support, security, billing and privacy

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74 results found

  1. 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 votes

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    0 comments  ·  Support  ·  Admin →
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    Hi 👋 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 🙂

  2. 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 votes

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    Thanks 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

  3. 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 votes

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    1 comment  ·  Support  ·  Admin →
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    Hi 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!

  4. 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 vote

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    0 comments  ·  Security  ·  Admin →
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    Hi 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.

  5. 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 vote

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    Hi 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!

  6. 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.

    5 votes

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    1 comment  ·  Billing  ·  Admin →
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    Hi 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.

  7. 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 votes

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    1 comment  ·  Admin →
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    Hi 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! :)

  8. 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 votes

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    0 comments  ·  Billing  ·  Admin →
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    Hi 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.

  9. 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.

    6 votes

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    0 comments  ·  Support  ·  Admin →
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    Thanks 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.

  10. 24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.

    We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.

    We can't have him spending weeks doing this.

    LOCK NEEDS REMOVED IMMEDIATELY

    7 votes

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    Hi team, we appreciate the feedback however want to be upfront here that we don't have any plans on removing the 24 hours lock off period - This 24 hour cooling off period is designed to give a user time to visit the learning needed to close any skills gap.

    Certifications is a test of a users ability to carry out tasks in Xero accurately.

    We generally recommend completing the full learning course first as it covers everything a user needs to know to pass.

    The direct assessment route is really for those that have been certified before. You use Xero daily and have all the skills, and are just needing to get certified.

  11. 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 votes

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    0 comments  ·  Security  ·  Admin →
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    Thanks 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!

  12. The subscriber has left the business. I have access but cannot invite support to the ticket. I need to change the subscriber to me. I am the new Director. Please contact me

    4 votes

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    1 comment  ·  Billing  ·  Admin →
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    Hi Paul

    It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.

    As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.

    However, feel free to submit your ideas or feedback on our product ideas page!

    Kind regards,

    Ridhwaan

  13. 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.

    9 votes

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    0 comments  ·  Billing  ·  Admin →
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    Hi 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.

  14. Please add a Pay Now button onto your subscription billing page so that we can pay for our subscriptions on demand.

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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    Hi 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.

  15. 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…

    2 votes

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    1 comment  ·  Support  ·  Admin →
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    Thanks 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. 🙂

  16. I can no longer comment on the original idea

    what I would like is a button on a support case which allows me to create a product idea linked to the support case, so i don't need to copy and paste the entire case history into the product idea

    14 votes

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    7 comments  ·  Security  ·  Admin →
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    Aah I see what you mean now, and appreciate you sharing more detail, Anna.

    In terms of the original idea, you can reply directly to the email update you received about the status if there is extra detail you'd like to share with the team - In this case I've merged your original idea with this one to keep the information all together.

    We don't have immediate plans for this, but will keep considering how we improve their efficiency when engaging and sharing feedback. We'll track the support here and share if there are any updates. Thanks

  17. 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 votes

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    1 comment  ·  Billing  ·  Admin →
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    Thanks 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.

  18. Could it be possible to create a video to explain about the particular features of the Xero function in their respective page? I am trying to better understand visually on how to navigate and use a particular feature within Xero.

    If not at the very least, link me back to the lesson where I can get on the feature in the Xero Advisor course? It would be helpful for me to revisit the topic.

    4 votes

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    1 comment  ·  Support  ·  Admin →
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    Hi Marc, thanks for your engagement and for this excellent suggestion on improving our Xero Central resources.

    We've reviewed your idea about making our support content more visual by adding demonstration videos or linking back to specific lessons from our help articles. We agree that for many people, seeing a feature in action is incredibly helpful.

    Your suggestion is now open to gain support from other community members. Along with votes, others can now comment to share how more visual content like videos could improve their learning experience and help them better understand Xero's features.

  19. 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 votes

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    0 comments  ·  Security  ·  Admin →
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    Thanks 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 😊

  20. 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 votes

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    0 comments  ·  Security  ·  Admin →
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    Very 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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