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Security & support

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Security & support

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70 results found

  1. In this forum, I'd like to see a list of my own ideas, so that I can see if there's been any updates since I was last here

    6 votes

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    We’ll send you updates on this idea

    1 comment  ·  Security  ·  Admin →
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    Hi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.

    As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.

    We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.

  2. Currently, it seems that business owners with more than one company need to purchase separate subscriptions for each entity.

    Whilst this may be a good solution for users with one or two entities, it becomes very expensive (and in some cases prohibitive) for users who own multiple entities to make use of Xero as an accounting service. Additionally, "overall financial position" metrics / reports currently need to be purchased separately - which further increases the cost for business owners.

    I would thus like to enquire whether it would be possible for Xero to create either a license option to that…

    10 votes

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     ·  5 comments  ·  Billing  ·  Admin →
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  3. We don't have a mastercard or visa, only an American Express card. I'd like to pay by AmEx like a do for a lot of our other vendors. Can you kindly arrange that?

    45 votes

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    17 comments  ·  Billing  ·  Admin →
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    Hi team, support for Canada subscription payments via AMEX are now live!

    To recap we currently support American Express as a payment method for Canada, Australia, South Africa, and United Kingdom.

    I'll continue to update on further region support here 😊

  4. I feel that there is a poor level of dialogue from Xero on these ideas. For the top voted topics - I'd like communication as to what they're doing to implement a solution (and if not then why not).
    For the ideas that are years old but still receive steady votes - what's happening?

    If Xero have no plans to take on certain ideas then make it known.

    61 votes

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    25 comments  ·  Security  ·  Admin →
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    Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

    We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

    We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

    We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

    Our aim is to give a clearer…

  5. As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
    Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.

    One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
    This can be updated in your email settings- however secondary…

    15 votes

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     ·  3 comments  ·  Security  ·  Admin →
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  6. Add the option for multi currency to other subscription types.

    Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.

    61 votes

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     ·  36 comments  ·  Billing  ·  Admin →
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  7. Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.

    7 votes

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     ·  2 comments  ·  Security  ·  Admin →
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  8. Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.

    18 votes

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    2 comments  ·  Billing  ·  Admin →
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    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

  9. My main business uses a Xero subscription moderated by a by a book-keeper.

    Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?

    33 votes

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    11 comments  ·  Billing  ·  Admin →
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    Hi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.

    We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:

    • Set up your 'personal finances' organisation.
    • Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
    • Add your personal bank accounts and import your bank transactions.

    You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category. 

    The Tracking Summary Report will give you an overview of these 'goals'.

    For customers in the…

  10. This should be automatically added to your account, rather than having to save to Xero manually each month

    637 votes

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    46 comments  ·  Billing  ·  Admin →
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    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

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