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Customer ideas for Xero support, security, billing and privacy

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70 results found

  1. 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.

    4 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.

  2. 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

  3. 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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     ·  0 comments  ·  Security  ·  Admin →
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  4. THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.

    4 votes

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    0 comments  ·  Billing  ·  Admin →
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    Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business. 

    For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions. 

    Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here. 

  5. I need to be able to leave a note (like postit note) somewhere in the product to my accountant. They would be notified and be able to go exactly to the view I have a question/comment about and respond right there.

    3 votes

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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. 🙂

  6. When speaking to Xero support on a chat can Xero show the date, time of each part of the chat please like most other providers do each time each party of the chat types something in. It's really handy to refer back to.

    3 votes

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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. 🙂

  7. Create Demo as a sandbox of own company: We use other systems that allow us to create a 'Sandbox version of our data' that is valid for 2 weeks, and we can then use it as a Demo to test, train, work out issues in the system rather than impacting our live data. Admins have access to create or delete a Sandbox. This would be extremely useful in Xero.

    3 votes

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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 🙂

  8. Small businesses increasingly want to understand the environmental and social impact of their spending — but ESG tools are complex, expensive, and built for large enterprises.

    Xero is uniquely placed to change that.

    Idea:
    Embed lightweight, real-time ESG context directly into Xero, so small businesses can understand the impact behind everyday transactions — without extra systems or reporting burden.

    What this could look like:
    • ESG indicators at transaction or supplier level (e.g. climate, labour, governance risk)
    • Simple, plain-English insights alongside payments and invoices
    • Optional summaries over time (e.g. “This quarter’s spend impact”)
    • No scores to manage…

    3 votes

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    1 comment  ·  Admin →
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    Hi Andrew , thanks for raising this idea here. We understand the business need to report on environmental and social impact for your business. For this reason, we're moving this idea to gain more support from the community. Now it's upto the community to get behind it and support it. Feel free to share this idea with your friends and colleagues who would also benefit from this feature being added on so they can share their thoughts and add on a vote as well! :)

  9. 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.

    3 votes

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    10 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.

  10. Hi,

    Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.

    It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.

    3 votes

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    0 comments  ·  Security  ·  Admin →
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    Thanks for sharing your feedback 😊
    If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
    To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates.

  11. In the Bills screen under column options can you please add Jobs/Tracking so that I don't have to open a bill to see what job it is for?

    2 votes

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    0 comments  ·  Billing  ·  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. 🙂

  12. When sending clients statements, clients cannot view their payments clearly. For example our client made a payment on 8th September however all he could see was the allocation rather then the actual payment.
    Is there a way for the statement to show the payment as well as/ instead of how it was allocated to make it easier for clients to understand

    2 votes

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    1 comment  ·  Billing  ·  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. 🙂

  13. Ability to be able to subscribe (via email) to Status updates and incidents for all or selected options within Xero, via the Status page.

    A problem with Projects the other day, there was NO alert, no notification. I was entering data thinking it was being saved. Only by accident did I notice my whole day of adding time was gone, went to the discussions then to the status page to see the incident report.

    If I was aware of the issue, I could have done manual recording of time.

    Other brands like Webflow, Squarespace and many others do this.

    How…

    2 votes

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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. 🙂

  14. How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?

    2 votes

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    0 comments  ·  Billing  ·  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 🙂

  15. 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?

    2 votes

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    0 comments  ·  Security  ·  Admin →
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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!

  16. 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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    0 comments  ·  Security  ·  Admin →
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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

  17. When we go to the apps directory, and click on an app we are interested, they are usually associated with an external company. For instance, Crypto websites that consolidate our crypto transactions, then can be imported into Xero.

    But when I go to the information pages about the apps, there is no link I can find to the actual website of the company. There are usually links to support, or social media.

    Please go one step further and just put in the official website.

    The reason for this is because sometimes we are researching what services actually connect with Xero…

    2 votes

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    1 comment  ·  Support  ·  Admin →
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    Thanks for submitting your idea here, we appreciate you taking time to let us know how we could improve the App Store for you.

    As you mentioned, the app listings currently have links to their social media pages, but not directly to their website.

    For now, you might use these social media pages to get links to their websites. In the meantime, our team will check into this and your suggestion can now 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. 🙂

  18. 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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    0 comments  ·  Security  ·  Admin →
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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 😊

  19. 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.

    2 votes

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    0 comments  ·  Security  ·  Admin →
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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.

  20. 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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