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171 results found
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3 votes
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. 🙂
Fiona Davidson
shared this idea
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162 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
Fiona Davidson
supported this idea
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240 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
An error occurred while saving the comment -
30 votes
Thanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
An error occurred while saving the comment Fiona Davidson
commented
Auto reconcile tour is appearing once a day when I first go to reconcile screen.
An error occurred while saving the comment Fiona Davidson
commented
Pop-Ups, Banners, Advertising - oh my....
Seriously this is a whole lot of visual noise that we don't need. Its scattered though your program forcing me to address it and close it constantly.
We have to have a options to turn these things off - there are already so many extra clicks and movements with the deplorable "updates" and we are now forced to either deal with this visual noise and clutter or take longer still with extra clicks to dismiss these all because of what...
Greed?
For the sake of change?
Its certainly not improvement because I am yet to see anything released in the last 2 years that has made my job easier...Fiona Davidson
supported this idea
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177 votes
Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
An error occurred while saving the comment Fiona Davidson
commented
Hey Kelly,
Immediate attention....?
How about 6 months.
Because that is how long your Aussie customers have before we no longer comply with ATO legislation....
Here is another number.... 0
That is the amount of confidence I have that Xero will do it without messing it up, or screwing us over....again.
The fact that Xero has not confirmed (refuses to) it will make sure this is in place in time is crazy.
Your customers now have to waste more time putting in place and setting up contingencies because of this lack of commitment to compliance.
Thanks...
Fiona Davidson
supported this idea
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2 votes
Hey Bangit, thanks for bringing this to our attention, we have seen an uptake in this request and we are moving this to Gaining Support. Now that we have 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!
An error occurred while saving the comment Fiona Davidson
commented
I am re raising this idea as was combined incorrectly with another idea that is unrelated...
I got an acknowledgement of this from Kelly M but have no way to contact her to follow up.
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have go searching by that bill number to go in and edit it. But there is no other way for me to find what bills are linked to that PO.
I also wonder how many people would be more likely to use "Repeat" instead of Edit at this screen?!
There appears to be no logic applied to this... Give us an Edit button...Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Whoever the person from Xero is that combined my suggestion with this one has gotten it wrong. The issue I have is different and predates the PO View change.
Someone who uses Xero and looked at my screen shots would have noticed the difference.
Please Reopen my idea!
An error occurred while saving the comment Fiona Davidson
commented
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have go searching by that bill number to go in and edit it. But there is no other way for me to find what bills are linked to that PO.
I also wonder how many people would be more likely to use "Repeat" instead of Edit at this screen?!
There appears to be no logic applied to this... Give us an Edit button... -
4 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Fiona Davidson
shared this idea
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8 votesFiona Davidson
supported this idea
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37 votesFiona Davidson
supported this idea
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37 votesFiona Davidson
supported this idea
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139 votesFiona Davidson
supported this idea
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193 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Fiona Davidson
supported this idea
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610 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
An error occurred while saving the comment Fiona Davidson
commented
Hi @ Paul M
Nailed it!
Fiona Davidson
supported this idea
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10 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
An error occurred while saving the comment Fiona Davidson
commented
Yet another added click - the product development team are useless!
Again, stop confusing functionality for efficiency - get a dictionary.Fiona Davidson
supported this idea
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1 vote
Really appreciate your feedback on the new navigation, Fiona. I've made sure to share this back with our product team. They are taking on board and considering all feedback carefully.
For now we'll get an understanding of the interest from community in this through your idea, and I'll let you know if there are any plans made for this, here.
Fiona Davidson
shared this idea
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458 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Fiona Davidson
commented
I am with you on this. New Invoicing is a as efficient as a square wheel.
An error occurred while saving the comment Fiona Davidson
commented
@Mike Johnson - Here, here.... their recent marketing strategy appears to be the solution, give new customers 3-6 months @ 90% off that way they don't know that it used to be better and by the time their pricing goes up they are too deep into it to change anytime soon. So it doesn't matter if they lose "old" customers that complain all the time.
An error occurred while saving the comment Fiona Davidson
commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
Fiona Davidson
supported this idea
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An error occurred while saving the comment Fiona Davidson
commented
Petition for Xero Executives Regarding Alleged "Improvements"
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968 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Fiona Davidson
commented
I still don't understand how this has not happened yet....?
I would love a REAL reason as to why this has been ignored for so many years and not just a fluffy explanation about competing priorities and demand and other more important things..... @ Kelly Munro.....?
An error occurred while saving the comment Fiona Davidson
commented
This has been continually requested for at least the last 9 years since I have been using Xero, its not planned anytime soon.
An error occurred while saving the comment Fiona Davidson
commented
Kelly Munro (Community Manager, Xero) responded · Mar 2, 2023
".....that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here."How can something be "top of mind" but have "no plans at present for this development"
I strugle to comprehend the alleged complexity of a function that is already established in so many other areas of Xero?
Fiona Davidson
supported this idea
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423 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Fiona Davidson
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Fiona Davidson
supported this idea
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496 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
Fiona Davidson
supported this idea
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I like that this is scalable but the thing is that 4 columns wide is too much for me and this isn't supportive for my workflow. In addition to that I cant move the features where I want them, it automatically moves them along so I cant get them in the order I need, its worse than trying to sort and move apps on a phone, but more infuriating....
Whats worse, I cant make this work for me and to add to it you will force this on to us like new invoicing.