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84 results found

  1. When Entering Leave, ‘Day Indication’ Shown on Screen (eg Mon to Sun) Easier to Follow when Multiple Leave Days are Added.

    1 vote

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    0 comments  ·  Support  ·  Admin →
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    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.

  2. 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 votes

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    1 comment  ·  Privacy  ·  Admin →
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    Hi 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.

  3. Please integrate the Xero Platforms so a user can switch seamlessly between Xero Accounting and Xero Central without having to log in again.

    1 vote

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    0 comments  ·  Support  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  4. Xero now links to various AI tools - chatgpt, gemini, ms copilot etc. The process to do this requires a Xero login to be given. Would it make sense to create a unique user login that the external tool has - who's permissions could be more controlled and not go via the users existing login? This would also give better auditability of the how the AI tool has interacted with Xero. And/or give users more advice around this area of security.

    1 vote

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    0 comments  ·  Security  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  5. Administrators should have the option to force all users with access to their organisation in Xero to use MFA, and have positive confirmation on the user lists that each user has it enabled.

    1 vote

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    0 comments  ·  Security  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  6. 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 votes

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    2 comments  ·  Billing  ·  Admin →
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    Thanks 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.


  7. I am looking to search for items by item code in Hubdoc when editing line items, rather than just by item description.

    Currently, when I am adding line items to documents in Hubdoc, I can only search and select items by their description. The ability to search by item code isn't available in Hubdoc. This means I will need to use the item description to find and select the correct items from the dropdown list.

    This is important that to search by item code would make the process more efficient, especially when you have many items to manage.

    Hope the…

    1 vote

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    0 comments  ·  Support  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  8. Please add a separate “Approved Variations” summary box to Xero Projects, alongside the existing Project Estimate, Invoiced, Time & Expenses, To Be Invoiced and Deadline boxes.

    We need to retain the original project estimate and separately record the total value of customer-approved variations. Ideally, the project summary would display:

    • Original project estimate
    • Total approved variations
    • Revised project total (original estimate plus approved variations)

    For example, an original estimate of £50,000 with £7,500 of approved variations would show a revised project total of £57,500. All figures should use the same VAT basis.

    Only approved variations should contribute to…

    1 vote

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    0 comments  ·  Support  ·  Admin →
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     ·  System responded

    Thanks 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. 🙂

  9. 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 votes

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    1 comment  ·  Support  ·  Admin →
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    Hi 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.

  10. It would be great to have a discussion resource/feed page when you land on Xero Central. This could be for Xero users to chat with ours peers, and discuss up to date information/trends etc.

    1 vote

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    0 comments  ·  Support  ·  Admin →
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    Hi Elizabeth, appreciate your feedback.

    Being open up to 22 June this year we had Xero Central Discussions which was similar to what you described, a place for our Xero users to engage and have discussions with one another about Xero.

    However as part of our evolving support model, we made the tough decision to retire these forums, and we don't have any plans for this.

    This was in efforts to help make it easier for you to find answers, and better connect what you tell us with how we improve Xero.

    For product feedback and feature ideas, the best place to engage with us is here on our Xero Product Idea, site.

    For day-to-day support, our in-Product help menu and Xero Central remains your go-to for one-on-one support, help articles, guides, and Xero Learn courses.

  11. When speaking to Xero support on a chat can Xero show the date, time of each part of the chat please like most other providers do each time each party of the chat types something in. It's really handy to refer back to.

    5 votes

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    0 comments  ·  Support  ·  Admin →
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    Thanks team, we appreciate wanting more visibility of the timestamps for chat to help when referencing and this is something we have intentions of developing but don't have timeframes of just yet.

    I'll round back to confirm once this work gets picked up.

  12. 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 votes

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    7 comments  ·  Security  ·  Admin →
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    Aah 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

  13. For direct debits, you send a notification of the latest Xero subscription invoice on the day that its due, which doesn't always give enough lead time to have cash ready in the account. Could you provide at least two days' advance notice?

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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    Hi Marcella, thanks for sharing your feedback here. Can understand how more advance notice would be useful.

    This isn't something we have development of right now, but we'll track wider interest in this here and let you know if there's news.

  14. 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.

    …

    5 votes

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    1 comment  ·  Billing  ·  Admin →
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    Hi 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.

  15. 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 votes

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    0 comments  ·  Billing  ·  Admin →
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    Hi 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.


  16. 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 votes

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    0 comments  ·  Support  ·  Admin →
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    Thanks 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

  17. A report which shows us the date we take on a subscription, as we sometimes can win multiple subscriptions in the same month but the team who action the billing to the clients don't see this - is there a way to have a central report from Xero which shows us the changes so we can ensure the billing is right.

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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    Thanks for raising this with us here, Lucy. While there isn't a current report that'l accommodate your needs here this is something we can consider as a future enhancement to help with practice visibility of client subscriptions.

    We're keeping an eye on the support for this so be sure to share with any colleagues that'd find this helpful. I'll be sure to update if there any report or visibility of this nature planned.

  18. 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 votes

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    0 comments  ·  Support  ·  Admin →
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    Thanks 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.

  19. 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 votes

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    1 comment  ·  Billing  ·  Admin →
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    Hi 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.

  20. 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 vote

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    Thanks 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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