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1. Account Transactions Report - Hide Archived Accounts

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   8 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, returning to the idea here we appreciate the added feedback.

   Checking in with our product team this is working as designed. At present as you've described the selection for 'Show archived' is automatically selected when running the Account Transactions report, and even if you save as custom this option will default to selected each time the report is run so you'll need to make sure to uncheck this if you don't want to see these accounts.

   The default of this option is to ensure that all transactions are shown in the report for the period it's being run.

   We appreciate expecting the selection to be saved with other custom settings and this is something the team will consider as they prioritise their roadmap, but I want to be transparent that this isn't planned at this time. If there are any changes planned I'll be sure to update you of this, here.

   Hi team, returning to the idea here we appreciate the added feedback.

   Checking in with our product team this is working as designed. At present as you've described the selection for 'Show archived' is automatically selected when running the Account Transactions report, and even if you save as custom this option will default to selected each time the report is run so you'll need to make sure to uncheck this if you don't want to see these accounts.

   The default of this option is to ensure that all transactions are shown in the report for the period it's being run.

   We appreciate expecting the selection to be saved with other custom settings and this is something the team will consider as they prioritise their roadmap, but I want to be transparent that this isn't planned at this time. If there are any changes planned I'll be sure to update you… more

   An error occurred while saving the comment
   David Elliott commented  ·  10 March, 2025  ·  Edit…  ·  delete…

   The default should be not to show archive accounts because they are achived for a reason. Every time I run this report I have to un-select the box, which is just annoying.

   Save Submitting...

2. Login - Enable Microsoft Entra ID Single Sign On

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   290 comments  ·  Users & setup » Login  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on Single Sign-On(SSO). We last updated this idea in October 2025, and we’re sorry it’s taken some time for us to provide another. We will do our best to keep you more informed of progress as it continues.

   Where SSO is today

   We’ve built an SSO capability for accountant and bookkeeper partner practices using OpenID Connect (OIDC). We ran a closed beta with a small group of partners, which is now complete, and those partners are connected. We’re still confirming how and when other accounting and bookkeeping partners can access it. SSO isn’t currently available to businesses or IT providers. We’ll share access details in a future update once they’re confirmed.

   What we’re looking at next

   We’re exploring what it would take to offer SSO to small businesses. Business needs differ from accountant and bookkeeper partners’, so we’re looking at:

   • how a business and its users are set up in Xero
   • which businesses would qualify
   • how we’d check a company owns its email domain
   • how onboarding and support would work

   Help us understand your needs

   If you run or work in a small business, an accounting or bookkeeping practice, or are an IT provider, please take our short survey. It will give us a sense of how you sign in today, which identity provider you use (if any) and what you need from SSO. It takes about 5 minutes and closes Friday 11 December 2026.

   We don’t have a timeline to share yet. We’ll share an update on the survey findings in the new year (2027).

   Thanks for your feedback on Single Sign-On(SSO). We last updated this idea in October 2025, and we’re sorry it’s taken some time for us to provide another. We will do our best to keep you more informed of progress as it continues.

   Where SSO is today

   We’ve built an SSO capability for accountant and bookkeeper partner practices using OpenID Connect (OIDC). We ran a closed beta with a small group of partners, which is now complete, and those partners are connected. We’re still confirming how and when other accounting and bookkeeping partners can access it. SSO isn’t currently available to businesses or IT providers. We’ll share access details in a future update once they’re confirmed.

   What we’re looking at next

   We’re exploring what it would take to offer SSO to small businesses. Business needs differ from accountant and bookkeeper partners’, so we’re looking at:

   • how a business and its users… more
   David Elliott supported this idea  ·  29 January, 2025