For small businesses

4771 results found

1. TPAR Setup – Missing Country Code Field for Overseas Suppliers

   In Xero’s current TPAR setup, there’s no field to enter a country code for suppliers. This becomes a problem when reporting overseas suppliers. I received a validation error from the ATO: "The Postcode field is 9999 therefore the Country field cannot be blank or a country name other than Australia must be entered." To prevent this issue and simplify reporting, it would be helpful if the Country field auto-filled with "AU" by default, but remained editable for cases involving international suppliers.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

2. Bills - View bills awaiting payment summary by supplier with the ability to expand supplier to view invoices

   Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.

   You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.

   Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can then tick next to that supplier to automatically select all invoices that make up that total without ticking invoices/credit notes individually. However, the ability to expand the supplier to show the individual invoices underneath on the same screen in case there is one invoice there that isn't to be paid would be important here. Think of it like and expand/collapse feature.

   Overall just adding a feature to allow this summary on this screen for payments would be extremely helpful. We pay our suppliers based on total amount owing i.e. <$10k paid in first run, then up from there. This would be helpful rather than running an aged payables report then having to filter on each supplier and select all invoices separately. Even without paying in $$ brackets we have to select each invoice separately as there are APs and DDs also in here.

   Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.

   You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.

   Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

3. autopay

   AutoPay reporting - Xero needs a report that will show all the customer paying by AutoPay or show the percentage of invoices setup with AutoPay or even just have AutoPay Active/AutoPay offered in a separate column on the list of repeating invoices so we could sort by that information to determine how many of our customers are using AutoPay.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. Debtors Statement by Group in Xero Blue

   We utilise the client groups in Xero Blue's contact list, but are unable to generate a debtors statement by those groups, without having to tick each individual card separately in a statement run. It would be helpful to be able to view and generate statements by our existing groups.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. Increase the word count on xero me

   Increase word count limit on xero me timesheets 'notes' feature. Make it much larger or unlimited ideally.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. Wedding planner

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

7. Looking for help

   I need help with clientele for my business. I am a wedding planner and an event planner.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. Pre-populated data pulled from uploaded bills

   For bills uploaded to:
   1) Auto-populate descriptions, quantities, and item prices in your bills &
   2) Notify you if banking details on the invoice differ from the last invoice received from that supplier.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Idea's. 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. Contacts | Files - Change the location of View button

   Under Customers Accounts, File Attachments - Move the View button for the attachment to the LEFT side and keep the Delete button on the RIGHT side of the attachment. NOT next to each other.

   Multiple times, we have accidentally deleted important files from the customer contact account.

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

   Hi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.

   I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.

10. visibility

    Ability to selectively restrict visibility of some accounts to some users.
    As a not-for-profit, some of our data is confidential, and we do not want it visible to all of those with access to Xero. For example, donations. The size and source of donations, a major source of our income, should be confidential, and this is often requested by donors.
    However, the total of all donations can be "public".

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

11. sort of bank and account transactions

    It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.

    Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.

    I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions I have to change my filter back to Date to view current items instead of just scrolling down the page under my preferred sort category.

    It would be ideal when in reconcile bank, under the Account Transactions tab, that the lines are sorted newest to oldest as the first option under each sort category.

    Now that we are years into using Xero, it is not necessary to see the old transactions as a first see option.

    I typically sort my account transactions by Status as I want to see unreconciled items on the top and directly beneath that is the reconciled but the first line is the very first transaction posted years before. If I am trying to find a double entry in account transactions… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

12. Option for automatic pre-loaded descriptions for specific customers when creating a quote.

    Option to have pre-loaded descriptions for specific customers when creating a quote. The description should automatically be present when each customer is selected rather than having to select a code to load it.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

13. EPS Submission date and set up

    It would be very useful to enable business to set up own date to submit EPS or amend it. It is automatically set up within deadline but business should be able to submit earlier or later if required

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

14. Receivable Invoice Detail to show last payment amount

    under "Receivable Invoice Detail" please show last payment amount column

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

15. Payroll Journals - Customise Description for Transaction Reports to provide better context

    When running reports to review Staff costs & looking into account transactions, Payroll journals provide descriptions that don't give correct/clear context. For example, under Employers Pension Contributions, the description provided is "Benefits" rather than Employers Pension Contributions. Or under Employment Costs it just says Earnings rather than "Gross Earnings". A final example was when an employee took unpaid leave, however the only description provided was "Deductions". This does not reflect clear context. It would be helpful if Xero had the means to be able to customise these descriptions or maybe have the option to ask Payroll/Reports to mirror the descriptions provided in the Pay Item settings or use the name of the Pay Item as the description?
    The present work around is to either use Transaction Listing Details Report as an extra document or go into the pay run to locate the contextual information but this doesn't enable a means to provide physical data for external parties that do not have access to Payroll.

    When running reports to review Staff costs & looking into account transactions, Payroll journals provide descriptions that don't give correct/clear context. For example, under Employers Pension Contributions, the description provided is "Benefits" rather than Employers Pension Contributions. Or under Employment Costs it just says Earnings rather than "Gross Earnings". A final example was when an employee took unpaid leave, however the only description provided was "Deductions". This does not reflect clear context. It would be helpful if Xero had the means to be able to customise these descriptions or maybe have the option to ask Payroll/Reports to mirror the descriptions… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

16. E-invoicing - United Arab Emirates

    E-Invoicing in the UAE.
    This will soon be a requirement in the UAE with legislation to be passed on this.
    Please can we as Xero users have a standard process template for this.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

17. Approval Process - Quote/Invoice Maker/Checker process

    Have a maker and checker workflow for quotes and invoices, allowing a single user to toggle between situations.
    Eg. User A draft quote/ invoice -> submit to User B for approval -> Once approved, User A is then allowed to send out the draft quote/ invoice and vice versa. User should be not allowed to approve quote/invoice that he/she has drafted.

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

18. Snap, Scan & Auto-fill: Smarter Document Uploads in Xero ( optical recognition)

    Xero’s mobile app makes it quick and easy to upload receipts or invoices – but right now, they only sit as attachments.

    Idea: Use smart scanning (OCR) to automatically read the details from a photo or scan and pre-fill your entry fields (date, supplier, amount, tax, reference).

    Why this matters for small businesses:
    • Save valuable time – no more typing in details from receipts.
    • Reduce mistakes – the system captures data directly.
    • Make Xero even more intuitive on mobile – just snap a photo and you’re done.
    • Keep everything in one place without needing extra apps or tools.

    This would make everyday bookkeeping faster, easier, and less stressful for business owners.

    If this feature would make your daily bookkeeping easier, please vote to support it!

    Xero’s mobile app makes it quick and easy to upload receipts or invoices – but right now, they only sit as attachments.

    Idea: Use smart scanning (OCR) to automatically read the details from a photo or scan and pre-fill your entry fields (date, supplier, amount, tax, reference).

    Why this matters for small businesses:
    • Save valuable time – no more typing in details from receipts.
    • Reduce mistakes – the system captures data directly.
    • Make Xero even more intuitive on mobile – just snap a photo and you’re done.
    • Keep everything in one place without needing extra apps… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

19. Expense claims - Item field

    Xero Expense claims do not provide the field "Item" when submitting an expense claim for small items of inventory purchased infrequently. This means the inventory items purchased via expense claims will not show up on the reports "Inventory Item Details" and "Inventory Item Summary" reports" and a separate reconciliation just on expense claims will need to be run in order to account for the true inventory balance.

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    0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂

20. Insurance / Surcharge Line at Bottom of Invoice

    Summary:
    Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
    Current Limitation

    At present, any insurance recovery or surcharge must be entered as a standard line item. This:
    Makes invoices look cluttered when the fee is not tied to specific products or services.
    Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
    Requires manual placement and formatting on each invoice, reducing efficiency and consistency.

    Proposed Solution:
    Introduce an “Additional Charges” section in invoices, where users can:
    Define one or more surcharge types (e.g. Insurance, Shipping, Handling, Payment Fees).
    Choose whether they apply per-invoice or per-line basis.
    Have these charges appear below the subtotal but above GST and the final total.
    Control whether GST applies to these charges.
    Benefits

    Cleaner invoices that better reflect industry standards (especially for equipment hire, film/TV production, freight, or retail).
    Time-saving for users who frequently apply insurance/handling surcharges.
    Improved transparency for clients, reducing queries about what the charge covers.
    Consistency with how other platforms (e.g. Shopify, PayPal, MYOB) handle surcharges.

    equipment hire invoices often include:
    Labour charges
    Gear hire

    Insurance surcharge (covering equipment value during hire)

    Currently, the insurance line has to be inserted as if it were a product, but in reality it is a general surcharge applicable to the whole invoice. Having it appear as a separate section would make invoices clearer and more professional.

    Summary:
    Allow users to add a dedicated surcharge (e.g. insurance, card fee, handling) that appears as a distinct line below the subtotal on invoices, rather than as a regular line item.
    Current Limitation

    At present, any insurance recovery or surcharge must be entered as a standard line item. This:
    Makes invoices look cluttered when the fee is not tied to specific products or services.
    Can cause confusion for clients, who expect insurance/fees to be displayed separately (similar to how shipping or payment surcharges often appear).
    Requires manual placement and formatting on each invoice, reducing efficiency and consistency.

    Proposed Solution:
    Introduce… more

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. 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. 🙂