30 results found
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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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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.
5 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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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!
3 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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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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JAX - Ability for JAX window to pop out
Create a button on Jax that allows the dialog box to "Pop Out" or detach from Xero. It makes no sense that I have to copy directions from Jax to paste into Word so I can follow the often multi-step instructions that cannot be done while Jax is active.
3 votesHi Allen, 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. 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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Email Audit Notification - When Xero Support Is Added to XPM
When Xero Support is added to a Xero Practice Manager tenant, Xero should automatically send an email notification to the tenant’s registered email address.
This would provide a clear audit trail and help firms track when staff members grant Xero Support access to the tenant.
When Xero Support is added to an XPM tenant, Xero should automatically send an email to the tenant’s registered email address.
The email should include:
The date and time Xero Support was added
The user who added Xero Support
A short explanation of what access was granted
A reminder to remove Xero Support when access…2 votesThanks for sharing this idea. We understand you would value the of receiving a clear notification when Xero Support has been granted access, including what the access is for and how long it will remain active.
We’re moving this idea to Gaining Support so other customers can vote and share their feedback.
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Xero subscription: SA Payment Offerings Bank Transfer or Direct Debit
Most of my companies do not have credit or debit cards, now I need to correct the Xero account with internal invoicing between the companies to recoup the costs and and claim the VAT in the correct company. Easy fix is to allow for debit orders or EFT payment. If accounts are not paid up to date, just block the use of the company.
2 votesThanks for taking the time to share your feedback.
We can understand why paying by card for subscriptions does not suit everyone.
Xero does offer differing payment methods across regions.
Depending on the region, these include card payments as well as direct debit options such as BECS in Australia and New Zealand, BACS in the United Kingdom, ACH/eCheck in the United States, and SEPA in Europe.
In South Africa, the current subscription payment method is Visa or Mastercard credit or debit card payments.
We'll get a broader sense of interest from other SA users on offering direct debit or bank transfer here.
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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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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.
5 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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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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Invoice template - Ability to add Tax Amount column via standard template
From the standard template, is it not possible for Xero to create a "show tax amount column" option which I can select as opposed to only including the tax rate in each line item? This without creating an advanced docx template from scratch?
2 votesHi Lungile, thanks for sharing this suggestion. We can see how including a VAT amount column on standard invoice templates could provide a clearer breakdown of tax for each line item and make invoices easier for customers to review.
I've updated the status of this idea to Gaining Support. If you'd like to see this added, please keep voting and let us know how this would improve your invoicing process.
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XPM - Make timer button available on all screens
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 voteThanks 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.
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Report template - Ability to update report template when creating new account
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 voteThanks 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.
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Spend/Receive Money Transaction - Make account number visible in View Mode
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 voteThanks 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.
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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.
7 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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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…
3 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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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.
10 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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Xero Film Production Accounting Software
I would love Xero to create a piece of software for Film Production Accountants - Xero4Film!
I work doing some film production accounting/bookkeeping for feature film companies in the UK as well as doing standard accounting for small businesses. Currently the software used for film productions seems to be Eclipse or Smart Accounting. Neither of these are very user friendly and I wondered if there was a possibility of Xero bringing out a version of its accounting software that could be used by Film Production Accountants. There are a few other software options out there eg Creative Computing but they…
2 votesHi Elizabeth thanks for sharing your idea, and letting us know the changes that matter most for you. We understand how a software especially for film production may be useful! 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!
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Reporting - Real-time ESG insights inside Xero to help small businesses understand their impact
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 votesHi 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! :)
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AU Tax - Add a secure document transfer or integrated client identity verification portal to satisfy TPB/ATO requirements
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 voteHi 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.
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