For small businesses

3648 results found

1. Dividends and other distributions not as P&L - automated support

   It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).

   It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.

   I am a trustee and the usual distributions are cash and fixed assets such as investment fund units. Real estate is a possibility.

   It would save time and avoid accounting errors if a new document type existed (akin to Bills) that can be sent to recipients (contacts) generating the accounting transactions appropriate for distributions such as dividends and appointments from trusts. Those transactions would be on equity and assets accounts (not expense accounts and accounts payable as is the case for Bills).

   It would be great if such processing could be applied to contacts in bulk (e.g. a shareholders register) but the possibility of accounting for distributions singly would be a good start.

   I am a trustee and the usual distributions are cash… more

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   submitted  ·  System responded

   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. 🙂

2. Invoices and quotes

   We do very detailed quotations that are done from our quote / costing sheets. These are then sent as a PDF to clients. It would be really helpful if these PDF could be uploaded like a bill to Xero quotes and invoices.

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   submitted  ·  System responded

   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. 🙂

3. Purchase orders

   We do PO from excel that then is a PDF. It would be really helpful if purchase orders can be uploaded like bills?

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   submitted  ·  System responded

   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. 🙂

4. Auto Reconcile by JAX

   Even using Auto Reconcile by JAX or Import a statement by CSV file, the reference number still couldn't be added in the transaction automatically. This is very importatant to search or identify the reference for each transaction.

   After I tried the Auto Reconcile function, I have to edit the transaction to add back the reference and created more works for me. So I turn if off now.

   Also, if reconcile with bills more than one bill, there is only show the "Batch Payment" but not the reference maked in bill. It would better to see the reference in account transaction page with batch payment.

   Even using Auto Reconcile by JAX or Import a statement by CSV file, the reference number still couldn't be added in the transaction automatically. This is very importatant to search or identify the reference for each transaction.

   After I tried the Auto Reconcile function, I have to edit the transaction to add back the reference and created more works for me. So I turn if off now.

   Also, if reconcile with bills more than one bill, there is only show the "Batch Payment" but not the reference maked in bill. It would better to see the reference in account transaction… more

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   submitted  ·  System responded

   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. 🙂

5. Statement pay now link - Add Square Payments as option instead fo Stripe

   You have just rolled out the pay now button on online statements, however this is only for Stripe users.

   Can you allow other payment processors such as Square to this please (like we can for invoices already)

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   submitted  ·  System responded

   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. 🙂

6. Public view ( GDPR SAFE )

   I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.

   The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This would give shareholders full transparency while maintaining GDPR-level privacy protection.

   This feature could also be extremely valuable for public-sector transparency. For example, it could allow the public to audit accounts for local government bodies or organisations receiving large public grants. A published web link could provide controlled, full access to view spending data, with personal information automatically censored. Additional options could allow spending to be tagged by location, so the public can clearly see how much money is being invested in specific areas.

   Overall, the feature is intended to give anyone with a legitimate interest full visibility into the accounts, while automatically masking all personal information to ensure privacy and GDPR compliance.

   I’d like to propose a “view-only” feature that would be fully GDPR-compliant and suitable for organisations that manage sensitive financial information—such as block management companies handling residents’ funds.

   The idea is to allow every shareholder or resident to view the accounts and understand where money is being spent, while ensuring that all personal data is hidden. For example, where an individual apartment appears in the ledger, identifying information would be removed. To avoid jigsaw identification, each apartment could be linked to a classification matrix—for instance, showing it as a two-bedroom unit paying $2,000 per year—without revealing the resident’s identity. This… more

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   submitted  ·  System responded

   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. 🙂

7. AU – Month-to-Month Payroll Transaction Variance Report

   AU – Month-to-Month Payroll Transaction Variance Report

   The current Payroll Activity Summary and Payroll Activity Details reports don’t allow for an easy comparison between two months (e.g., current vs previous). Because of the way the data is structured, it’s quite difficult to compare pay components without doing significant manual adjustments and re-ordering.

   A built-in Payroll Variance Report that shows month-to-month differences for each pay component would be extremely beneficial for payroll people.

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   submitted  ·  System responded

   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. 🙂

8. custom reports - can you create multiple custom budget reports which show budgets and transactions which can easily be emailed out to collea

   The ability to create multiple custom budget reports which show budgets and transactions which can easily be emailed out to colleagues at the same time. This is useful if a Xero user has multiple budget holders to report to. This should be able to be emailed as both PDF and Excel.
   Thanks

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   submitted  ·  System responded

   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. 🙂

9. To be able to download FPS in excel format

   i have a query to resolve with HMRC regarding the difference between what is showing on our P32 and what payments they have taken/ FPS file received.

   It would be useful if I could see a full breakdown of each employees details that are submitted in the FPS in excel format as the current XML is not easily legible

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   submitted  ·  System responded

   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. 🙂

10. undo button

    Xero needs an UNDO button, so that when a mistake is made, there is a chance to correct it.
    Auto save automatically saves the new info, even if it is wrong.

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    submitted  ·  System responded

    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. 🙂

11. Payroll Reports - Matrix Format

    Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.

    Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.

    Xero's financial accounting reports are great and offer much more functionality (editing, filtering, etc) but the payroll reports are really awful.

    Provide reports (for both draft pay runs and posted pay runs) in a matrix format like other Xero reports, rather than listed under each employee. The current format makes it impossible to carry out checks or to create further reports for management.

    Given the latest update that improving payroll reports is not a priority for Xero, we are very close to leaving Xero and moving to another payroll provider for the next financial year, as all other softwares we have used during our careers have provided far more useful reporting than what Xero offers.

    Xero's financial accounting reports are great… more

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    submitted  ·  System responded

    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. 🙂

12. Separate acc number & description when exporting Reports into excel

    When exporting P&L or BS Reports into excel can the GL account number & description be separated into 2 separate columns - currently it exports as one field/column and needs a formula to separate the 2. This should be a standard feature ...surely

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    submitted  ·  System responded

    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. 🙂

13. Not all functions of new inbox Accessible - infinite tabs to download file

    The new inbox removed the 'download' option from the kebab on each line of the list of files. The only way now to download a file without using a mouse is to tab to the right spot to open the new preview pane, then either tab all the way to the bottom of the list plus 5 more tabs to get to the download button OR reverse tab similarly large numbers of times to get to the download button via all the menu bar items, then press enter (space doesn't activate this button). This is not Accessible.

    (One previous post I've made about Accessibility in the file inbox may be found here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47585957-accessibility-allow-files-in-the-inbox-to-be-ren It should be noted that the issue which I requested a fix for there - the kebab button menu items not activating for either enter or space - is an issue again)

    Could the QA testing team please add 'keyboard only Accessibility as per WCAG success criterion 2.1' to their required functionality testing? I have far too much work to do to have to keep emailing the Accessibility team about getting the bare minimum promised by your Digital Accessibility Statement.

    The new inbox removed the 'download' option from the kebab on each line of the list of files. The only way now to download a file without using a mouse is to tab to the right spot to open the new preview pane, then either tab all the way to the bottom of the list plus 5 more tabs to get to the download button OR reverse tab similarly large numbers of times to get to the download button via all the menu bar items, then press enter (space doesn't activate this button). This is not Accessible.

    (One previous post… more

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    submitted  ·  System responded

    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. 🙂

14. Search Quotes by Product or Item Code

    It would also be incredibly helpful to have the ability to search quotes by product or service item. Many businesses need to quickly reference past quotes for specific products, and not having this functionality creates extra manual work.

    This could be implemented in two ways:
    • Adding quotes to the product history so that the product record shows all related bills, invoices, and quotes, or
    • Enhancing the quote search bar to allow searching by product number or item code.

    Either option would significantly improve efficiency for product-based businesses.

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    submitted  ·  System responded

    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. 🙂

15. shipping

    My client's workflow relies heavily on detailed customer tracking, quoting, and shipping processes. Please add internal-only shipping fields to quotes and invoices (e.g., carrier, method, paid by, and account used). These should remain hidden from the customer, but allow businesses to track shipping details directly on the transactional document, similar to QB fields.

    •  

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    submitted  ·  System responded

    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. 🙂

16. Include Contact ID in CSV Export

    FINTECH requires Xero’s Contact ID for integration, but the Contact ID isn’t included in the contact export. They must be manually copied from the URL, which is slow and error prone.

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    0 comments  ·  Contacts & communication  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

17. allow 'reference' placeholder to be used from remittance email template

    invoice email template options for placeholders allow for the 'reference' placeholder to be inserted.

    This needs to be available to be inserted into the remittance email template.

    As the placeholder exists, can it be allowed to the dropdown for remittance?

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    submitted  ·  System responded

    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. 🙂

18. Having option to change quotes to bills to credit notes if entered incorrectly

    I often create credit notes as bills in error. It would be good to be able to change a credit note to a bill or vice versa rather than having to void and re-enter.

    This could be expanded to other areas of manual data entry.

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    submitted  ·  System responded

    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. 🙂

19. Please make archiving and restoring contacts more intuitive and user-friendly

    Make archiving and restoring contacts more intuitive and user-friendly.

    Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.

    Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.

    When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.

20. Quotes - Send quotes by WhatsApp

    As with invoices could you add this function to quotes as well to make things easier

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