For small businesses

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1. 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.

2. Bank Feeds - Collaborate with banks and improve the information that's imported

   Bank feeds are critical to a business's accounting system.
   Detail on those feeds is also critical.
   BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
   See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
   The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
   The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
   Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer service representative who doesn't even know what Xero is, let alone bank feeds.
   Xero bank feeds team should contact the bank and speak to whoever maintains their bank feeds and they should work together to improve the bank feed beyond barely-useable-mediocre, to acceptable 🤗
   Thank you

   Bank feeds are critical to a business's accounting system.
   Detail on those feeds is also critical.
   BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
   See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
   The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
   The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
   Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer… more

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3. Fixed assets - Pooling assets for NZ version

   Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ

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4. Billable Expenses - Retain tax treatment from original Bill on Invoice

   When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.

   Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.

   These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total of the bill, not the correctly recorded bill elements.)

   The only way to preserve the proportions is to add items from bills as separate invoice line items - but this is impractical (time consuming/wasted) for dozens and dozens of billable expenses.

   Please fix!

   When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.

   Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.

   These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total… more

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   submitted  ·  3 comments  ·  Business features  ·  delete…  ·  Admin →
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5. Shopify - Bank Feed for Shopify

   Bank Feed for Shopify
   I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?

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6. Bank feeds - Rayne State Bank (US)

   Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

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7. Banking Feed Login - Direct Xero Notification

   Banking Feed Login - Direct Xero Notification

   I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.

8. Reporting - Unrealised Gains and losses report for tracking category

   Running Unrealised Gain and losses report for tracking categories

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9. Inventory - Checkbox to include/exclude from customer's Discount %

   It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.

   I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).

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

   Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.

   I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.

10. GST period settings - Allow for non-standard periods

    When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.

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11. Fixed Assets - Add 3-year depreciation schedule for Small Business Corporations in South Africa

    Small Business Corporations (SBC's) can, under certain circumstances, depreciate assets in a 3-year schedule as follows:

    • 1st year: 50%
    • 2nd year: 30%
    • 3rd year: 20%

    See the attached document, under 4.2.

    Currently, this is not possible (I checked with Support).

    I expect this to work within Xero, as it is a regular tax rule in South Africa.

    Adding this schedule for South Africa would be extremely useful and important, as we now have to do the depreciation outside of Xero.

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12. New Invoicing | Send - Copy & paste multiple emails into the To field

    When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
    If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
    BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
    This means that I have to copy and paste each email address separately, which is fine if I'm only doing this once. Over multiple invoices, it gets very frustrating.
    Can the new invoicing recognise that a comma between email address means that there is more than one? Or can the History and Notes formatting be changed in such a way that copying and pasting will work with the new invoicing?

    When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
    If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
    BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
    This means that I have to… more

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    submitted  ·  6 comments  ·  Business features  ·  delete…  ·  Admin →
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13. AU Payroll - Long Service Leave's Liability calculated and 'live' for reports within Xero

    LSL liability calculations are currently handled externally to Xero.
    
    It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.

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    submitted  ·  1 comment  ·  Payroll  ·  delete…  ·  Admin →
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14. Dashboard - List prepayments separately from "Awaiting payment" list

    List prepayments separately from "Awaiting payment" report in Dashboard.
    At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.

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    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
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15. Xero - Maintain previous design style in Xero

    Keep the Xero Classic Look everyone preferred.

    The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    I am hearing similar comments from my clients. Although functionality is a priority, the design of a product is very important to the experience of using the software.

    Recommendations to keep with the blue accents, shadow checkboxes and less obvious cell borders would bring the page back into the modern fresh feel that made it more appealing to use as a business's main accounting tool.

    Keep the Xero Classic Look everyone preferred.

    The design of the New Invoicing, Bills and Fixed Assets pages are sadly reminiscent of an excel spreadsheet.

    One of the enjoyments of the Xero software compared to its competitors are the fresh, clean pages that make it inviting to use. When changing to new function, Xero has changed its design elements and is missing the 'attractiveness' that has been part of Xero's signature branding.

    Specifically black text, flat checkboxes, grey cell borders and grey column headers makes it feel like an outdated 1990s program.

    I am hearing similar comments from my clients.… more

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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback here, and I've shared this back with our teams at Xero. We want to be upfront that as we continue to develop Xero products and features and update technology, this will ultimately result in some change to designs, actions and flows.

    Product ideas here is a great place to share what improvements we can make in specific features or how we could develop new features that would enable you to grow your businesses.

    As we make decisions around new experiences we're keeping customers front of mind. Our product teams regularly review feedback and consider asks from our community in product ideas. We also do thorough testing before changes are released, to try and make transitions as smooth as possible for our customers.

16. Reporting - Include Draft invoices and Purchase Orders in the Sales by Item report

    It would be great to have an option to run a sales report by item which includes draft invoices, delivery dockets, and purchase orders as well.

    For example, I tried to run a sales report on qty of each product sold for the financial year to date and realised this information was inaccurate as we had sold a significant qty as draft invoices (using draft invoicing in lieu of delivery docket functionality), these products were not included in the sales report.

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17. New Bills - Feedback

    A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new layout of the "view/files" is clunky - I like the idea of it in theory but there's far too much white space to actually be useable. The old way of viewing files just flowed better without feeling too disruptive.

    • Under the old bills, when I was going through and selecting multiple, if I accidentally clicked off the checkbox and opened a bill, I could use the "back" button in my browser, and my selection would still be there. Under this new layout, when I do this, I navigate back, see my selection for about 1 second then watch it all un-highlight, and I have to go back through and select all 90+ invoices again. Super frustrating. Is it possible to either revert back to the old way of retaining previous selections, or making it so that any click on that lefthand side will select the checkbox rather than opening the bill? I notice if you hover over the contact or reference it underlines those details, so maybe make them the link to open the bill, rather than the entire box?

    A few things I've noticed that annoy me that I think could be tweaked;

    • Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
      Also there's a button to provide feedback that doesn't work.

    • The new… more

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18. Bills - Split once paid

    Allow the split on a bill that's been paid to be modified.

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

    Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.

    Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.

19. Report templates - Add Project reports

    Ability to add project financials rerporting into an advisor template report

    Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
    You can't even take an existing template and add in a project report.

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20. Purchase orders - Add column to list view

    An option to add a column (Received by) to PO menu.
    This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.

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

    Hi Declan, taking a closer look into your idea here we'd like a bit more information to help us better understand the detail you're wanting to see from the list view.

    When you say you'd like to see if a PO was received - Can you share a bit more about how you currently determine when a PO has been received by your supplier in Xero?