38 results found
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Invoices: Ability to have password protected email invoices
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…17 votesThanks so much for taking the time to share this idea with us.
We’ve now moved it to our Gaining support stage. This means it’s on our radar and we’ll be keeping an eye on how much interest it gets from other Xero users.
The best next step is to encourage any friends or colleagues who’d also benefit from this to add their vote and a short comment on how it would help them. More support and real‑world examples make it easier for our product teams to understand the impact when we’re prioritising future work.
While we can’t promise if or when this will be built, your feedback genuinely helps shape what we focus on next, so thank you again for sharing it 🙂.
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Customer Support - Create an idea from a case on Xero central
I can no longer comment on the original idea
what I would like is a button on a support case which allows me to create a product idea linked to the support case, so i don't need to copy and paste the entire case history into the product idea
14 votesAah I see what you mean now, and appreciate you sharing more detail, Anna.
In terms of the original idea, you can reply directly to the email update you received about the status if there is extra detail you'd like to share with the team - In this case I've merged your original idea with this one to keep the information all together.
We don't have immediate plans for this, but will keep considering how we improve their efficiency when engaging and sharing feedback. We'll track the support here and share if there are any updates. Thanks
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Organisation Settings - Show Xero subscription plan in Settings
At the moment when you go to Organisation Settings > Subscription and billing (e.g. https://go.xero.com/Settings/ManageSubscription), it says "Change plan and update credit card details Managed by XXXX"
If we are XXXX - we don't see either of those things, only a button to take us somewhere else to Manage the plan.
If we are not XXXX - we don't see either of those things.How dumb?
Just show the Xero subscription/plan so we know what it is.
11 votesHi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
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Support - Make it easier to access Xero Central Articles
When I used to click on the Help button in Xero, I was able to search through Xero's help pages. Now, that function has completely gone and has been replaced with a chatbot.
By all means, have a chatbot so that people who want to use one can, but you shouldn't have removed the help pages for those of us who would rather find the answers for ourselves.
Please restore this function.
10 votesHey Alicia, thank you for raising this with us. We always appreciate the input from our customers and its great to hear about your experience around accessing Support Articles and Help in Xero Central. This idea is now open for votes and for the community to add their comments and experiences You can share this with others and we will gauge the community interest and response. Any updates will be posted here..
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Security - Subscriber ability to log users out
We would like the option to kick out all logged in users in case of intrusion.
Also would like IP whitelisting.8 votesThank you for taking the time to share this idea with us — we really appreciate you helping us identify ways to improve security in Xero. 🔐
This is now open for votes and comments from the community. The feedback and support received here help us understand how valuable this functionality would be for other customers. In the meantime, feel free to share the idea with colleagues who would also like to see this functionality so they can add their support too.
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XPH | Jobs - Notify Job Manager when a job has been assigned
Please update Notification Settings to allow "Job Managers" to be notified when they have been assigned to a job. Currently, only 'Staff' are able to be notified.
8 votesThanks for starting this conversation, Mihir..
We can see how automatic notifications when a job is assigned could help Job Managers stay on top of new work and reduce the need to manually check their job lists.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how notifications would fit into your team's workflow.
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JAX - Allow JAX in Demo Company
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.
8 votesThanks 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.
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Pricing Plans - Add Partnership Tax Return (PTR) to base Xero package
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 votesThanks 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.
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Dedicated Xero Partner Support Path for Certified Bookkeeping & Accounting Partners
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…7 votesThanks for sharing this feedback, Kielan. We can see there’s a broader conversation here around how support could better meet the needs of partners who are managing complex issues across multiple client organisations.
We’ve moved this idea to Gaining Support so we can continue tracking interest and gathering feedback from our partner community. While we can’t make any commitments at this stage, we’re keen to hear more from partners about what they need from the support experience and where the current process could work better.
If this would improve your workflow, add your vote and share which parts of the current process you’d like to see improved.
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Xero Subscription Invoices - Make available within Subscription & Billing tab
Have invoices from Xero in a more logical place, like under subscription and billing. The way it is now isn't logical and always takes more time. It would also help with efficiency if the Xero invoice was attached as a PDF to the email saying you've been billed or available via the Xero app.
This seems like such a simple fix from Accounting software.
7 votesAppreciate your feedback here, Jessica. While subscription invoices are available to view from the Billing accounts tab under Subscription & billing it sounds like you're wanting the view option to be more prominent and directly available from Subscription and billing. We'll get a better sense of the interest for this from the community here.
We have an existing idea around being able to attach a PDF of the invoice to the email you receive and I've added your vote for this so we can keep you updated here.
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Product Ideas Forum: Filter to show my own ideas
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
7 votesHi 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.
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Users - Automated email notifications for inactive or dormant user logins
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.…
6 votesAppreciate you bringing this to the community, Dennis. We understand the request for a way to identify dormant user accounts through automated alerts, rather than relying on manual checks.
I’ve updated the status to Gaining Support so we can continue tracking interest.
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Xero Central - Adding a Video on Demonstration
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.
6 votesHi 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.
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Navigation - Ensure Save or Update button is at the same area for all transactions
In the different Sales and Purchases entry and edit areas in Xero the save or update buttons are in different places, one has it at the top of the screen and the other at the bottom. This is really annoying and would be way more efficient if they were both the same. Clearly two different people set them up or the same person was on a different mood when they created the two. I get this, I'm inconsistent all the time, its just super annoying in a major software package!
5 votesThanks for sharing this idea. We can understand how having the Save and Update buttons in a consistent location across transaction pages could make moving between different workflows feel more intuitive.
We've updated the status to Gaining Support so we can continue tracking community interest and sharing your feedback with the product team as they consider future improvements to the experience.
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Subscription & Billing - Send payment failure alerts to the Billing Contact
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.
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5 votesHi 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.
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Xero Central - Links available with chatbot generated information
I have just spent a frustrating amount of time going round in circles with the chat bot. I said that yes I would like to add a product idea and it gave me a link to a help page which tells you how to search for a product idea and how to submit one, but it didn't give me a link to the actual page where I can do that (this page it turns out!). I specifically asked for a link and it told me it was unable to do so. Then I asked how to navigate there and it…
4 votesThanks for sharing this idea, Frances. We can see how helpful it would be for chatbot responses and help articles to provide direct links to the relevant pages. We’re opening this idea up for votes and comments so we can better understand how useful this would be for the wider Xero community. If you’ve experienced something similar, please vote for the idea and share examples of the links or journeys you’d like to see improved. Your feedback will help us gauge community interest and understand which linking improvements would make the biggest difference. Thanks again for taking the time to suggest this 😊
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timed log out
The automatic, timed log-out leaves data visible on screen for a few seconds before reverting to a log-in screen. This may be browser specific (I tend to use Chrome) but there is a small security or privacy risk when this happens if whoever sees it isn't meant to. And once you know it happens, you can plan for it. I haven't tried it yet, but a screengrab seems a simple approach. I'm not clear on the mechanism to fix this, however, but I thought it would be a good, if trivial, improvement.
4 votesHi Robert, appreciate you raising another request to share feedback on your original idea. I've merged these together and re-opened the initial idea so we can continue to build interest through this.
Just to note, if your idea is moved to Feedback comments and voting are closed however if you have additional feedback you can rate and respond to the update to share additional information and this will be reviewed by out community manager to take action if needed.
From your detail here it sounds like you'd like any information on the screen blanked out for privacy when you're timed out - Would that be correct?
Thanks again for engaging with us through these forums.
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Xero Status page - Notifications | Subscribe to Status updates
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…
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We're sorry to hear about the issues that you experienced with Projects recently. While there is no ability to subscribe to the status update, we appreciate you sharing this here. We'll open this idea up to the community so they can add their votes and comments on it. Cheers
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Xero App Store - Add a link to each app's website
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…
4 votesThanks 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. 🙂
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Security - Multi-factor authentication (MFA) audit reporting and user status visibility
Provide organisation owners / admins the ability to audit and positively verify that users have enabled MFA where required.
Recently we were able to see this in the organisation -> settings -> users list.
This is no longer available and Jax tells me that I need to contact every user individually, have them log in and show me themselves.
3 votesHi Rebecca, thanks for sharing this suggestion. We understand the request for MFA status visibility or an audit report for users so administrators can quickly confirm which user accounts have Multi-Factor Authentication enabled.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your security and compliance workflow, add your vote and share how you’d like the MFA information to be displayed.
- Don't see your idea?