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Security & support

Customer ideas for Xero support, security, billing and privacy

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Security & support

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39 results found

  1. Add the option for multi currency to other subscription types.

    Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.

    60 votes

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     ·  36 comments  ·  Billing  ·  Admin →
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  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. Allow subscribers to pay their Xero subscription annually, not just monthly

    55 votes

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     ·  17 comments  ·  Billing  ·  Admin →
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  5. 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.

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

    30 votes

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     ·  7 comments  ·  Security  ·  Admin →
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  7. It would be great if Xero can change the PDF format of partner monthly subscription invoices by customer rather than subscription type.

    This way the PDF can be forwarded to our Xero Blue practice file as a draft bill and hopefully the AI will extract each customer subscription as a separate line item within the bill so we an easily assign each line as an expense to each individual client.

    Then the billable expenses will come through correctly when we raise sales invoices in XPM that integrate with our Xero Blue practice file as a draft invoice.

    Currently only the…

    23 votes

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     ·  4 comments  ·  Billing  ·  Admin →
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  8. Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.

    18 votes

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    2 comments  ·  Billing  ·  Admin →
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    Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

  9. 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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     ·  3 comments  ·  Security  ·  Admin →
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  10. We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.

    Why not just make the older version available as a basic package for say £25 a month. No fancy…

    13 votes

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     ·  3 comments  ·  Billing  ·  Admin →
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  11. Sales question:
    we want to buy xero. We only do 100 transactions per year, but we have one month which has more than 20 invoices and 5 bills, (an event we organise). does the basic subscription do monthly transaction counts only or can it do an annual transaction count.

    12 votes

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     ·  2 comments  ·  Billing  ·  Admin →
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  12. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    11 votes

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     ·  4 comments  ·  Security  ·  Admin →
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  13. 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…

    10 votes

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     ·  5 comments  ·  Billing  ·  Admin →
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  14. 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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     ·  6 comments  ·  Security  ·  Admin →
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  15. 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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    1 comment  ·  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. 😊

  16. 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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  17. 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?

    8 votes

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    2 comments  ·  Billing  ·  Admin →
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  18. 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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  19. 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…

    7 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.

  20. Xero billing: Please make the packages pricing clearer on the monthly invoices.
    i.e. please add the package elements breakdown. It doesn't have to be a separate line item, it could even just be added to the text description, but showing one price, as per the invoices from xero, does not explicity explain that there is a breakdown for items mentioned. Seeing this clarity on the monthly invoices is very helpful for ensuring transparency from xero to its customers. Also, months - or years - down the line it is hard to remember what the package elements cost unless so having…

    7 votes

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     ·  0 comments  ·  Billing  ·  Admin →
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