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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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  1. Is it possible to permanently remove the help banners that continually appear at the top of screens in Xero?

    Ideally, it would be nice to use these (if needed) and then close them off permanently, so they don't reappear every time you work in the file.

    They take a significant amount of space at the top of the screen so you actually have to X them out.

    6 votes

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     ·  1 comment  ·  Security  ·  Admin →
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  2. I feel that there is a poor level of dialogue from Xero on these ideas. For the top voted topics - I'd like communication as to what they're doing to implement a solution (and if not then why not).
    For the ideas that are years old but still receive steady votes - what's happening?

    If Xero have no plans to take on certain ideas then make it known.

    62 votes

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    25 comments  ·  Security  ·  Admin →
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    Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

    We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

    We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

    We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

    Our aim is to give a clearer…

  3. Being able to search prior support cases via a 'search' function would be very time saving. The process of scrolling through prior cases is very time consuming.

    Searching only by Open/Closed cases isn't overly useful.

    6 votes

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  4. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    12 votes

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  5. 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 votes

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    5 comments  ·  Security  ·  Admin →
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    Thanks 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 🙂.

  6. 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?

    9 votes

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  7. 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

    6 votes

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    Hi 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.

  8. Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.

    8 votes

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     ·  2 comments  ·  Security  ·  Admin →
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