Skip to content

Security & support

Customer ideas for Xero support, security, billing and privacy

Learn about the forums, how to contribute and create a good idea on Xero Central

Security & support

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

75 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Security  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  2. It would be great if the description printed when you go to print the journal. Currently all that prints is date, the account name and the amount. The description is often the crucial piece of informaiton that makes the journal make sense. It would also be very nice the description allows more than one line in the box the way it did three hours ago before the new version of journals came into being. I don't feel personally that the new version is an improvement on the original. In fact its the opposite. Once again you've made something simple more…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. You must provide phone support. I cannot cope with this dreadful software and millions of pages of so called help. It does not do what I expect and I am paying for this. It says client invoice limit reached, but I paid for 10 and I only have entered one invoice. HELP PLEASE by phone.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Support  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. 🙂

  4. This would be useful for when you speak to a customer to request a payment date for overdue invoices, you could make a note of what they've said. At the moment there is only an option to select a date for when payment may happen.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Billing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Please add the ability for admins to receive an email notification when a user hasn't logged into an organisation for a configurable period (e.g. 3, 6, or 12 months). This should cover all users with access, including our own staff, as well as any accountants or bookkeepers invited into our organisation.

    Access often persists long after someone has left our organisation or after an accountant/bookkeeper relationship has ended, and there's currently no easy way to spot this. An automated alert for dormant accounts would let admins proactively review and remove stale access, reducing security risk from old, unmonitored logins (e.g.…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. Can we turn the colour for Practice Manager back to green? Black/dark grey does not stand out enough from different tabs in the browser.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. I have just received an invoice from Xero for client subscriptions and they have changed the style. Instead of having net figures with a net total, a VAT calculation and a gross total; they now have VAT included in each line (as a total gross figure), they then have a gross invoice total and have a memo for the VAT amount. This is not normal in the UK, it is difficult to check to to the attached CSV - how can you check between net and gross figures? Support does not get it. I need an invoice from Xero that…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Billing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  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. 🙂

  8. A report which shows us the date we take on a subscription, as we sometimes can win multiple subscriptions in the same month but the team who action the billing to the clients don't see this - is there a way to have a central report from Xero which shows us the changes so we can ensure the billing is right.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Billing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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 🙂

  9. Xero Partners generate and retain a significant portion of Xero's subscription revenue, yet currently receive the same support pathway as general end-users.

    Recent changes to support have introduced an AI chatbot as the mandatory first step for lodging cases. While this may be helpful for users seeking guidance or support articles, it creates substantial inefficiencies for experienced bookkeeping and accounting professionals who have already completed their own investigation.

    For certified Xero Partners, support requests are rarely "how do I do this?" questions. They are typically:

    • Product defects
    • Reporting discrepancies
    • Compliance concerns
    • Data integrity issues
    • Payroll…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Support  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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 🙂

  10. The Calendar and Plus options are not visible in the Timer when viewing a single client in XPM. They are only visible on the full client list screen. This slows me down when completing timesheets as I have to change screens first.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for highlighting this improvement. Keeping the Timer controls visible when viewing an individual client could reduce extra navigation when starting or adding time entries.

    We've updated the status to Gaining Support. Add your vote and let us know how you'd like the Timer controls to work on the client screen.

  11. Chart of Accounts and Report codes should be combined together. Currently if I create a new account, i have to go to three places - COA, report codes and potentially financial statements to group something. Very inefficient.
    Xero chart of accounts also doesn't have the header/subaccount options. I don't want to edit report templates every time i want to group something.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing this idea. We can understand how being able to assign or update report templates while creating a new account could make setting up your Chart of Accounts more efficient and help reduce the chance of accounts being missed from customised reports.

    For now, you'll need to update your report template or report codes after creating the account to ensure it's included in the appropriate reporting groups.

    We've updated the status of this idea to Gaining Support so we can continue tracking community interest. We'll keep sharing the feedback from this thread with the team as they consider future improvements to the Chart of Accounts and reporting setup experience.

  12. This is very basic, but a search didn't reveal an answer. Maybe it exists. Maybe it doesn't. It frustrates me when I try and look back on a reconciled bank item that it only shows the account description in view mode, not the code. I can only see the account number when I enter edit mode. Please make the account number visible in view mode. It would remove ambiguity when making a similar posting and prevent accidental corruption of previous postings. Pictures below Edit vs View mode.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Support  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing this idea, Martin. We can understand how displaying the account code or general ledger account number when viewing a Spend or Receive Money transaction could make it quicker to review coding without needing to switch into edit mode.

    We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know where you'd find this information most useful, such as the transaction summary or another view.

  13. We have integrated Xero with Avalara, but when we extract a transaction report in Avalara, instead of being able to see the Contact's name or Invoice number, we see the URL (the invoice’s unique ID). Can this be fixed?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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 🙂

  14. XERO Tax the Tax practitioners Board TPB and the ATO have placed strict requirements on tax agents to sight identification of new clients. Both the TPB and the ATO have advised that you are unable to have a face-to-face meeting and sight the actual documents, then it is highly recommended that the Tax Agent uses a security system or secure link to transfer documents. Xero should look at this service to assist with satisfying the security of certain documents.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Security  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Michael, thanks for bringing this idea to the community. We understand why having an integrated way to securely collect identity verification documents and support client onboarding compliance could be valuable, especially for practices managing remote clients.

    The idea is to provide a secure document collection or verification workflow within Xero Tax, helping practices manage client information requests and keep compliance processes more streamlined.

    We encourage the community to vote on this idea if you’d find this practice workflow improvement useful.


  15. Please add a Pay Now button onto your subscription billing page so that we can pay for our subscriptions on demand.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Billing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Margret, Thanks for sharing your idea,

    We've taken a look at your idea and now it's up to the community to get behind it.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Other members can now vote and comment to share additional detail about how your idea could improve their experience with Xero.

1 2 4 Next →
  • Don't see your idea?