24 results found
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Public view ( GDPR SAFE )
I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.
The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This…
1 voteThanks 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. 🙂
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Support - Add option to schedule a phone call using online chat
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….
54 votesHi 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.
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Improved and transparent user consultation prior to implementing changes.
Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.
The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.
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4 votesAppreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.
Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.
Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.
We understand our customers would like to be more involved as we…
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Xero Support - Support chat feature
There should be a support chat feature, especially for new users. Drilling through support topics and forums is cumbersome for simple questions.
54 votesHi 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.
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Xero Support - Change how 24/7 support is advertised
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…
7 votes -
Xero Product Ideas - Improve navigation & search
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…
4 votesAppreciate 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.
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Improved Community Forums - Communities by country/region
How about an ability to filter AU, NZ or UK posts only.
30 votes -
Xero - Option to flag a performance issue without having to raise a support case
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.23 votesHi 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.
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Xero central case - Add year to Case detail in My Cases
Xero Central - please add the year that a case is lodged and each response. At the moment it just has day and month but no year. I have found one of mine from Nov 2022 that the last response is that I would be updated when it is resolved but the case is closed and the only reason I knew it was Nov 2022 is that the attachment I uploaded had the date of the screenshot.
6 votesReally appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
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Xero Support - Ability to download support conversations
Xero support is first class. It would be useful to have the ability to download support conversations.
1 voteThanks for the feedback, Steve I've passed along your compliments to our support team too.
Out of interest is there anything in particular you'd like to be able to download your support conversations for? e.g would you be wanting to share these somewhere else or file them somewhere to have on hand? This'd be great to share back with our team.
For the time being, as you might've found (though a little manual) - you can copy & paste the detail of a support case internal an external document such as Google Docs or MS Word.
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Xero Learning - Remove sequence recall questions
I recently encountered and failed a question about user invitation, which I have used many times without problem. Quite why the learning organisation has increasingly focused on sequence recall rather than book-keeping, is something of a mystery. Good software should be intuitive where there is no need to remember the exact order of clicking presented options.
1 vote -
Xero accounting app: Download PDF invoice from mobile devices
Make an invoice pdf downloadable from a mobile device.
I get invoices from a supplier via email but it's only viewable as a PDF on a desktop, this stops me from being able to send the invoice to Dext.
1 vote -
Xero Product Ideas - Showing a greater Interest in these ideas
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.59 votesHi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
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Navigation - Hide tool tips/help banners
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.
4 votes -
Xero Support - Increase description field size in case raise form
Hi,
Could you make the "Tell us what happened" box bigger? It's meant to be used for clients to give Xero detail of the what the issue is.
It only takes 2 lines at a time and is abit annoying when trying to compile a message and give details.
3 votesThanks for sharing your feedback 😊
If you need to add more detail than two lines, you can resize the description box using the draggable corner in the bottom right.
To be open and upfront, our product team don’t have any plans to change the description box at this time, but will see how the feedback evolves here and through other channels, and keep this in mind. We’ll be sure to pop back to let you know of any updates. -
Customer Support - More direct way to get help
The contact details / help required for Xero NOT our contact details should be on the first page. It should not be up to us the client to have to read through various lists of things. We should have the ability to immediately send an e-mail or in some circumstances be able to speak with a human being straight away.
A lot of times a two minute phone call will sort something out that takes several e-mails back and forth and this means a lot of wasted time.7 votes -
1 vote
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Xero central | My cases - Ability to search previous cases
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.
5 votes -
Xero Central | My Learning - History of learnings to help track CPD
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 -
Dashboard | Support - Ability to access My cases
Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL
9 votes
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