For small businesses

4719 results found

1. MTD For Income Tax (UK) - Accounts selection

   When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also expenses for which a % allocation has to be made at year end by my accountant. Or sometime excluded from the business accounts altogether. So to be able to submit the quarterly updates either by selecting which are the relevant income and expense accounts, or by basing it on a custom made P+L report would be perfect and super flexible.

   When we eventually have to submit quarterly IT reports to HMRC, it will be very very helpful to be able to select which income accounts, and which expense accounts are include in the submission. Similar to being able to produce a custom profit and loss report. The reason being that some income or expense categories might be something that only gets included in the year end tax return calculations. My particular scenario as a sole trader is operating only one bank account, into which goes all my income, but out of which comes not only 100% business expenses, but also… more

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2. Manual Journals - Ability to Sort and Filter search results

   Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.

   Please consider adding the ability to do both.

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3. Reconciliation - Auto fill line with remaining total

   We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where there are only two lines to fill in with details. This would save me so much time and effort...it would also solve extra time spent on redoing calculation when fat fingers hit a wrong button!)

   We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Not something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.

   In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?

4. Expenses - Option to submit NIL mileage claim

   Allow users to put in mileage claims at a nil rate per mile.
   This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.

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5. 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.

   This shows that users liked new invoicing far less than Xero first believed they would. This shows that the process that Xero used to gauge users' response to the changes, that process was deficient because it reported back to Xero that new invoicing was ready for release when it clearly wasn't.

   What's needed here is a more transparent process and more honest communication from Xero with its users.

   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.

   … more

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   7 comments  ·  Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate 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 continue development across our products and features and I encourage anyone that would like to help with this to sign up to our research panel.

   Appreciate 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… more

6. E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and find third-party apps that support dual-language invoicing and ZATCA e-invoicing compliance (e.g., Sahab, Fatoorah, ZATCA E-invoice solutions).
   These apps can automatically generate invoices in both English and Arabic, ensuring compliance with Saudi tax laws.
   App Features:

   The integration app should allow for:
   Automatic generation of English & Arabic language invoices.
   Support for QR code generation on invoices (for ZATCA compliance).
   B. Manual Template Customization (If No Integration App is Available)
   Custom Invoice Templates:

   Xero allows you to customize invoice templates, but this typically requires a developer or technical setup.
   To create a dual-language invoice, the template must be manually edited to include both English and Arabic fields for items such as product descriptions, taxes, and terms.
   Steps:

   Go to Settings > Invoice Settings.
   Customize the template by adding fields for both English and Arabic.
   Use HTML or CSS (if needed) to create a format that displays both languages side by side.
   However, this method can be complex and might not automatically adapt to various languages.

   1. Adding QR Code for ZATCA Compliance on Invoices ZATCA requires invoices to include a QR code that contains the invoice details for validation. This can be added through integrations or custom development.

   A. Using a ZATCA-Compliance App
   Many third-party apps in Xero’s marketplace can automatically generate QR codes for ZATCA-compliant invoices.
   Example: Integration with platforms like Fatoorah, Sahab, or ZATCA API can automatically add the QR code.
   Ensure that the app includes the following data in the QR code:
   Invoice ID
   VAT Amount
   VAT Rate (15%)
   Transaction Date
   B. QR Code Manual Generation (Custom Solution)
   If you’re working with custom templates:
   Generate QR Codes via a third-party tool (e.g., QR Code API or Google’s Chart API) and manually embed it in the invoice template.
   Use the ZATCA specifications to ensure the correct data is embedded within the QR code for ZATCA compliance.
   3. Steps to Implement Dual-Language Invoices and QR Code in Xero
   Step 1: Install Third-Party App for ZATCA Compliance (Dual-Language & QR Code)
   Go to Xero Marketplace and install a third-party app that supports:
   Dual-language invoices (English & Arabic).
   QR code generation for ZATCA compliance.
   Integration with ZATCA API for e-invoice submission.
   Recommended Apps:

   Fatoorah or Sahab (supports e-invoicing in Saudi Arabia).
   Step 2: Set Up Language Preferences
   In the third-party app, configure the default language to show both English and Arabic.
   Ensure that Arabic translations for products/services, VAT details, and terms are accurate.
   Step 3: Enable QR Code Generation
   Ensure the integration app is configured to automatically generate a ZATCA-compliant QR code.
   The QR code should contain the necessary details such as:
   Invoice number
   Date of issue
   Tax amount
   VAT breakdown
   Step 4: Create and Send Dual-Language Invoices
   When creating a new invoice, the dual-language invoice will be generated automatically (both English and Arabic).
   The QR code will also be included on the invoice for ZATCA compliance.
   Preview the invoice and ensure both languages appear, and the QR code is scannable.
   Step 5: Submit to ZATCA (if integrated)
   If the third-party app supports direct ZATCA submission, invoices will automatically be submitted to the ZATCA portal.
   If not, you can manually submit e-invoices via the ZATCA system or use the app’s API.
   4. Conclusion
   While Xero doesn’t natively support dual-language invoices with QR codes for ZATCA compliance, integrating third-party solutions can streamline the process. Here’s a quick summary:

   Install a ZATCA-compliant third-party app (e.g., Fatoorah or Sahab) for automatic generation of dual-language invoices (English and Arabic) and QR codes.
   Configure the language settings in the app and ensure QR code generation is enabled.
   Generate, preview, and send ZATCA-compliant invoices to your clients.
   By leveraging the right tools and integrations, you can meet Saudi Arabia’s e-invoicing regulations while maintaining efficient operations in Xero.

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.

7. Tracking Summary Report - Add quantity Column

   Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

   *Screenshot 1 attached shows the product idea requested
   *Screenshot 2 shows the quantity column where the quantity was originally entered
   on the "Receive Money" transaction.

   Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

   *Screenshot… more

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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We're grateful for your engagement and letting us know the changes that matter to you.

   We're continuing to track the interest for adding quantity as a column to the Tracking Summary report. This isn't something we have any plans for at present. If there are any updates we'll share with you here.

8. Contacts - Ability to select a person instead of company name for all instances of use

   In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we need to change the person or email. This change would also allow better synchronization with other business programs like Outlook, Hubspot, and many other CRM platforms. Or, another option is to have the ability to select which person from a business should be addressed instead of it only being the primary. We need the ability to select a specific person instead of only the business name is the main necessity.

   In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we… more

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   0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.

   Our Community have 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 your idea could improve their experience with Xero.

   We've also found a similar idea that relates to invoicing, so we've added your vote there too.

9. Stripe - Exclude Surcharge from Stripe Fee Calculation

   I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of the invoice and not the surcharge as well. This is very misleading if you ask me because that is how I thought it was all along and then I found out that they charge from the base invoice charge and the surcharge. I hope that you can find a way around this in the future. Thanks.

   I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of… more

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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

10. quotes to invoice should have option to change order in xero app

    quotes to invoice should have option to change order in xero app

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Davinder, we'll need a bit more information to review your idea here. When you say change the order can you share some more detail - is this to change the order of the items within the invoice?

    Also, please share as much detail as you can about the benefit you'd find in having this feature. Thanks

11. Plan - Free option for new entrepreneurs

    I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.

    I mention to each of them to transition to Xero once their business will have overgrown Wave free version.

    I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.

    I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying more as their business grow.

    Thank you for offering the best accounting software in the world!

    I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.

    I mention to each of them to transition to Xero once their business will have overgrown Wave free version.

    I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.

    I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying… more

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    0 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

12. UK payroll - Ability to include additional fields in Pension Contribution Report

    Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.

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    submitted  ·  5 comments  ·  Payroll  ·  delete…  ·  Admin →
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13. Contact - View Available Credit

    Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.

14. Demo Company (US) - Add the Reconcile Period feature

    It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.

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    submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
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15. NZ GST - GST return note

    With the old GST return layout, you used to be able to add a note on the return as to why you made an adjustment, can this be bought back please

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    submitted  ·  4 comments  ·  Accounting features  ·  delete…  ·  Admin →
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16. Invoice Template - Allow Multiple Payment Services

    It would be great to be able to show two payment services on the invoice template. Currently you can only select one option from the drop down. We offer POLi payments and credit card payments via Stripe but cannot currently display both options using the invoice template. We have to manually select both options on each invoice & this is quite time consuming when issuing a large number of invoices.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing, Julie - It's good to hear you're aware of the ability to provide this on an invoice by invoice basis. It's not something we have plans for extending to Invoice templates/branding for the time being, but we'll track the interest from your idea here and share if any plans are made. 🙂

17. Customer Journals

    The ability to post a journal entry to a customer account or a supplier account, it would extend functionality greatly.

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18. Invoice - Decimal format

    Invoices Australia
    An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.

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19. Overpayments - Convert to Bill for refunding

    If a client has overpaid an invoice, or paid an invoice that has been voided/credited, when Ihave reconciled the incoming payment as an Overpayment, I would then like to be able to create a Bill from this payment so that the refund it sitting in Bills Awaiting Payment.

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20. while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN numbe

    while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?