84 results found
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Xero Certification - Suggestion to reduce or remove the 24-hour lockout period
24 HOUR LOCK WHEN CERTIFICATION TEST "FAILS" NEEDS REMOVED IMMEDIATELY.
We have a trainee going through his Xero certification. He timed out the first test. He is now locked out for 24 hours.
We can't have him spending weeks doing this.
LOCK NEEDS REMOVED IMMEDIATELY
9 votesHi team, we appreciate the feedback however want to be upfront here that we don't have any plans on removing the 24 hours lock off period - This 24 hour cooling off period is designed to give a user time to visit the learning needed to close any skills gap.
Certifications is a test of a users ability to carry out tasks in Xero accurately.
We generally recommend completing the full learning course first as it covers everything a user needs to know to pass.
The direct assessment route is really for those that have been certified before. You use Xero daily and have all the skills, and are just needing to get certified.
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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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Assurance dashboard | Contacts - Contacts with same bank account
I'm in the Assurance Dashboard in a client's datafile, doing a quick audit trail check for things that might need fixing or looking at, and I noticed that there were a couple of contacts being flagged as having the same bank account. So I looked at those contacts, and yes they do have the same bank account... Because one of them was merged into the other and then archived!
It's been dealt with, and should no longer be coming up as flagged for checking.
3 votesHi Freya, thanks for your feedback regarding the Assurance Dashboard. You’ve highlighted an important point about how archived and merged contacts are still being flagged.
We’ve moved your suggestion to Gaining Support, meaning it’s now live for community voting. This allows us to monitor the idea's momentum and better understand its impact on our users.
To clear the flag manually, you can briefly restore the contact, update the bank account details by adding a number to it, and archive it again. While we understand this isn't an ideal solution, it will resolve the immediate display issue. If you have any other questions, our support team is always here to help.
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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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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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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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Subscriber change over
The subscriber has left the business. I have access but cannot invite support to the ticket. I need to change the subscriber to me. I am the new Director. Please contact me
4 votesHi Paul
It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.
As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.
However, feel free to submit your ideas or feedback on our product ideas page!
Kind regards,
Ridhwaan
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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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Billing and Subscriptions - Simplify reactivation of subscriptions.
Make the reactivate process easier. Currently you need to change the selection to "All" under myxero. Hidden in the filter icon, could be more obvious with a visible drop down when you click subscription tab.
Current process
Select the Subscriptions tab.
Click the filter icon next to the search bar, select All, and search by the organisation name.2 votesHi Hunter, thanks for sharing your idea here.
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!
We will monitor this space for further updates.
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Subscription - Annual Xero Subscription option
Allow subscribers to pay their Xero subscription annually, not just monthly
64 votes -
Customer Support - View case responses without having to log into Xero Central
When we receive communication from Xero regarding a case query, it is necessary to log into Xero again to read the answer
This is time consuming and annoying- would love a fix for this.
Is there a way to view the answer and perhaps log in when we are ready to respond?3 votesThanks for sharing your idea about how the experience with viewing support cases could be made better 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 votes and comments about how they'd also like to see this!
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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….
59 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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Billing & Subscriptions - Suggestion for an on-demand 'Pay Now' button
Please add a Pay Now button onto your subscription billing page so that we can pay for our subscriptions on demand.
1 voteHi Margret, Thanks for sharing your idea,
We've taken a look at your idea and now it's up to the community to get behind it.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Other members can now vote and comment to share additional detail about how your idea could improve their experience with Xero.
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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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7 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 - 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…
12 votes -
Pricing Plans - Option for a more basic version of Xero
We signed up several years ago, and were really happy with the software as it was. Now we keep update after update, and price rise after price rise. Our cost has now doubled in 5 years. I know there's fancy "features" added to it now, but I don't need them. All I want is the version from a couple of years ago. Accounting, payroll for 5, Classic invoicing, old style reports, old style bills page, old style contacts, no cashflow analytics.
Why not just make the older version available as a basic package for say £25 a month. No fancy…
19 votes -
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.
60 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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Navigation - Ability to submit feedback in product
There isn't anywhere in Xero where we can add brief feedback. This would be helpful to have in the help menu please.
For example there is a new issue after the new updates on invoicing - this feature would allow a quick notification to Xero that something needs fixed or we are super impressed with new changes! It takes too long to add something to product ideas (like now), to be ignored or gather a lot of voters before something is fixed. Same with raising a case, most of the time it wont be a fix, we get directed back…2 votesThanks for your input to product ideas, Nadine.
Though there is no direct way to leave feedback in the product atm, there are now many ways our team's are surfacing in product messaging to updates users of a change and request feedback especially through staggered releases.
We'll continue to consider how and when is best to engage with customers through Xero and will keep a watchful eye on support for your idea here.
In the meantime please do feel free to start ideas for changes you feel could further improve your experience with Xero through Xero product ideas, here 😊
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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…
9 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.
- Don't see your idea?