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Security & support

Customer ideas for Xero support, security, billing and privacy

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42 results found

  1. 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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    0 comments  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  2. On my Home Screen dashboard, I'd like to see current month profit loss instead of last month. Please add this feature as it captures more live reporting daily

    Regards, Michael

    1 vote

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    0 comments  ·  Support  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  3. In regard to client monthly charges being oncosted via billing, would it be possible for you to run a report of any other files that are dormant. Files that are being paid for and not used?

    2 votes

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     ·  0 comments  ·  Billing  ·  Admin →
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  4. Xero support is first class. It would be useful to have the ability to download support conversations.

    2 votes

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    0 comments  ·  Security  ·  Admin →
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    Thanks for the feedback, Steve I've passed along your compliments to our support team too.

    Out of interest is there anything in particular you'd like to be able to download your support conversations for? e.g would you be wanting to share these somewhere else or file them somewhere to have on hand? This'd be great to share back with our team.

    For the time being, as you might've found (though a little manual) - you can copy & paste the detail of a support case internal an external document such as Google Docs or MS Word.

  5. Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.

    The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.

    5 votes

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    7 comments  ·  Security  ·  Admin →
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    Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.

    Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.

    Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.

    We understand our customers would like to be more involved as we…

  6. There seems to be a trend to hide the button that is used to post a discussion or submit a product idea amongst others. It appears that you click on a link that you think should take to the "submit new product idea" page, and when you get there and enter in your idea, you realise it was a search box that is searching for existing ideas. Fair enough, force me to search first, patronising but I guess it reduces Xero's workload (not mine though). But where is the button to submit the product idea? And how do I get…

    4 votes

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    1 comment  ·  Security  ·  Admin →
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    Appreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.

    Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.

  7. Xero advertises 24/7 support. My idea is that this representation is amended to reflect what support is actually offered.

    Xero state that you can "Contact Xero for free and unlimited 24/7 customer support". To most people, the meaning of this representation is that you can communicate in real time with someone from Xero who can help. This is not the case.

    The advertising claim should reflect that, while you can request support at any time, you will only get that support when Xero staff have the time to provide it, based on their triage system.

    If you believe I'm being…

    7 votes

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     ·  5 comments  ·  Security  ·  Admin →
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  8. There is nowhere to report missing features and bugs apart from this forum, which is more for ideas.
    I have found it difficult to find a place to report an issue quickly.
    For new invoicing the list of missing features and bugs should be reported so we can see what has already been picked up and what is being worked on and fixed.

    11 votes

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    3 comments  ·  Support  ·  Admin →
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    HI Jill, appreciate you posting here, not knowing where else to go.

    For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.

    When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.

  9. Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.

    5 votes

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     ·  1 comment  ·  Billing  ·  Admin →
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  10. I recently encountered and failed a question about user invitation, which I have used many times without problem. Quite why the learning organisation has increasingly focused on sequence recall rather than book-keeping, is something of a mystery. Good software should be intuitive where there is no need to remember the exact order of clicking presented options.

    1 vote

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     ·  0 comments  ·  Security  ·  Admin →
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  11. Make an invoice pdf downloadable from a mobile device.

    I get invoices from a supplier via email but it's only viewable as a PDF on a desktop, this stops me from being able to send the invoice to Dext.

    1 vote

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     ·  0 comments  ·  Security  ·  Admin →
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  12. I am trying to find an app to help with cash flow forecasting. Xero could not have made it harder to compare. Why does the app overview page not say anything about the cost of the app? It only says free trial is available, however, I want to see what the ongoing cost is, before I even consider giving it a go. With Xero increasing costs so often and by an outrageous percentage, I find the lack of transparency of connected apps cost rather disingenuous. Xero needs to make it easier to not just search but also to compare features…

    9 votes

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    1 comment  ·  Billing  ·  Admin →
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    We appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.

    While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.

    There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊

  13. We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.

    Why not just make the older version available as a basic package for say £25 a month. No fancy…

    10 votes

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     ·  3 comments  ·  Billing  ·  Admin →
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  14. Allow subscribers to pay their Xero subscription annually, not just monthly

    50 votes

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     ·  16 comments  ·  Billing  ·  Admin →
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  15. Sales question:
    we want to buy xero. We only do 100 transactions per year, but we have one month which has more than 20 invoices and 5 bills, (an event we organise). does the basic subscription do monthly transaction counts only or can it do an annual transaction count.

    11 votes

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     ·  2 comments  ·  Billing  ·  Admin →
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  16. Xero Central - please add the year that a case is lodged and each response. At the moment it just has day and month but no year. I have found one of mine from Nov 2022 that the last response is that I would be updated when it is resolved but the case is closed and the only reason I knew it was Nov 2022 is that the attachment I uploaded had the date of the screenshot.

    6 votes

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    1 comment  ·  Security  ·  Admin →
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  17. Xero billing: Please make the packages pricing clearer on the monthly invoices.
    i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having…

    7 votes

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     ·  0 comments  ·  Billing  ·  Admin →
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  18. 1 vote

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  19. Would appreciate if the bot can confirm a schedule conference call. Made an appointment but no confirmation. In the end kept waiting for call to start. Of course nothing happen….

    55 votes

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    68 comments  ·  Security  ·  Admin →
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    Hi everyone, we appreciate seeking urgent help, however right here you're in Xero Product Ideas. This is where you can join and vote on ideas for change at Xero, this is not a direct line to support. This is a public forum where anything you post is visible to others - Please keep this in mind when sharing your details.

    While we don't have an inbound number you can contact our Xero Support team, you can reach them anytime by raising a case through the Contact Xero Support tile found at the bottom of most pages throughout Xero Central.

    If you can provide a little detail on your questions or what you're needing help with we'll be bale to get you in touch with someone with the best skills to help, and generally our specialists are happy to arrange a phone call at a time that suits you.

  20. Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?

    Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.

    They take a significant amount of space at the top of the screen so you actually have to X them out.

    5 votes

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