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  1. 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.

    3 votes

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  2. Things like tax returns change fairly frequently. Not all new features are entirely self-explanatory. Xero Support's Articles are simple and aimed at giving new users basic information, but often lack the detail to be used as an ongoing resource.

    I'd suggest adding changelogs to Xero Central Support pages/articles for existing products that have been updated.

    For example the IR6 tax return has changed in the 2025 year to match tax law. Estates are still able to use the 33% tax rate in their first 4 years, but the return defaults to the 39% rate.

    Existing users will review the Tax…

    2 votes

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    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.

    In the meantime, did you know that you can review all product releases via this support article - Xero Product Releases

  3. 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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    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 😊

  4. I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.

    The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…

    1 vote

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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. 🙂

  5. 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?

    1 vote

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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!

  6. 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.

    1 vote

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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.

  7. Xero support is first class. It would be useful to have the ability to download support conversations.

    1 vote

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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.

  8. Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"

    1 vote

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    Hi Robert, to give a bit of an update here as you may have seen through our Xero blog we have some changes that are coming that includes a simpler navigation.

    Along side this we will be looking to make some updates to also simplify and make it easier for our customers to categorise their ideas in the forums here.

    Totally get how having Reporting as it's own option would make sense and that is something we're looking at directly as part of this. I'll share as soon as we're confirmed on the new structure.

  9. 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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  10. 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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  11. 1 vote

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