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Security & support

Customer ideas for Xero support, security, billing and privacy

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  1. 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.

    59 votes

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    22 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…

  2. There should be a support chat feature, especially for new users. Drilling through support topics and forums is cumbersome for simple questions.

    57 votes

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    25 comments  ·  Security  ·  Admin →
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    Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.

    We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.

    This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.

    Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.

  3. 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….

    56 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.

  4. I would like to be able to flag or log a Xero issue, without having to raise a case.
    Sometimes my colleagues and I are having the same issue at the same time with Xero. Eg. Dashboard not displaying correctly, unable to change organisation from the dropdown menu. But when we go to https://status.xero.com/ everything is showing as "Operational".

    An option of being able to click onto a region; setting; choose the issue would be great. That means that Xero could be alerted quickly if there is a wider issue, or if it's an isolated issue.

    35 votes

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    11 comments  ·  Security  ·  Admin →
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    Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.

    One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.

  5. How about an ability to filter AU, NZ or UK posts only.

    30 votes

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  6. OK so maybe it's obvious to you that Xero Product Ideas is under the 'Community' tab on xero central but can I suggest you mention it under 'Support' too, as that is where most people looking for help start?

    I tried searching 'feature request', 'request' etc on support and in the end had to open a case to find out you had a whole Product Ideas thing - I didn't think to look under 'Community' as I wrongly assumed that was just discussion.
    I can't be the only person who thought this way, especially when concerned about something that seems…

    17 votes

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    2 comments  ·  Security  ·  Admin →
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    Hi all, we’ve now made Product Ideas available in Xero Central search, you’ll spot them in the results with their green label for “Product Idea” or you can filter your search under “What do you want to do?” to select “Share an idea”. 😁

    As mentioned in our last update we’re also looking into making Product Ideas easier to find - we’ll update this idea once we’ve got more to share.

  7. 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…

    14 votes

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  8. 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

    10 votes

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    6 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

  9. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    10 votes

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  10. 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…

    9 votes

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  11. Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?

    8 votes

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  12. 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.

    6 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…

  13. 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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  14. 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.

    6 votes

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  15. Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.

    6 votes

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  16. "Trust this device" for 7 or 30 days (like Myob)

    I am tired of having my work flow interupped to enter 2FA at random times in the middle of the day. Could we have Trust this device for longer than 24 hours??

    Over time it gets really really annoying to do this on a daily basis.

    5 votes

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    1 comment  ·  Security  ·  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 🙂

  17. 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…

    5 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.

  18. Being able to search prior support cases via a 'search' function would be very time saving. The process of scrolling through prior cases is very time consuming.

    Searching only by Open/Closed cases isn't overly useful.

    5 votes

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  19. 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

    5 votes

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    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.

  20. I use other apps where, if staff submit a case request, I can view it automatically without the need of manual sharing (that xero does).

    Its important that admin staff can view all xero case support messages that is submitted by staff - especially if the staff isn't going to stay with our firm.

    Its very frustrating to continue on with a xero support case that only exist on a work email of a staff that no longer works for us.

    4 votes

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