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64 results found

  1. 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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    0 comments  ·  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. 😊

  2. Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?

    9 votes

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    3 comments  ·  Billing  ·  Admin →
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  3. 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?

    9 votes

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     ·  1 comment  ·  Security  ·  Admin →
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  4. 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…

    9 votes

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     ·  5 comments  ·  Billing  ·  Admin →
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  5. 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

    8 votes

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    0 comments  ·  Support  ·  Admin →
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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.

  6. 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.

  7. 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…

    8 votes

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    2 comments  ·  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.

  8. A regular check to ensure you are using the correct subscription for the size of your business. we downsized but without checking our subscription and have been paying for a subscription for more staff than we have. A quarterly reminder email to remind clients to check their subscription is correct for their needs.

    8 votes

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    1 comment  ·  Billing  ·  Admin →
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  9. 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.

    7 votes

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    2 comments  ·  Security  ·  Admin →
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  10. 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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  11. 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.

  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. 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.

    6 votes

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     ·  1 comment  ·  Billing  ·  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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     ·  1 comment  ·  Security  ·  Admin →
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  15. 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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    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.

  16. 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.

  17. 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.

    5 votes

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    15 comments  ·  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.

  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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     ·  3 comments  ·  Security  ·  Admin →
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  19. HAVE A PHONE LINE!

    Xero claims "24/7 support" - This is a fraudulent claim.

    Denying your clients a number to call is not only repugnant customer service, it is spitting in the face of people who pay for your product.

    Whoever had the idea to save money by not having a number to call should be let go, uncerimoniously

    Very very bad customer service

    4 votes

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    Hi team, thanks for sharing this feedback. We understand that sometimes speaking with someone directly is the quickest way to work through an issue, especially when you need help with something urgent or complex.

    At this stage, an inbound phone number isn’t part of our current support model. Our focus is on making sure customers are connected with the right team member who has the right context to help, rather than spending time waiting in a queue.

    For situations where a call is the best option, we offer a callback service so our team can connect with you at a suitable time and be prepared to assist.

    We appreciate you sharing your thoughts. Feedback like this helps us understand what matters most to customers and where we can continue improving the support experience.

  20. 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

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