43 results found
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Just Ask Xero(JAX) - Ability to turn off (after it goes live)
Today, I received an email from Xero, enthusing about the upcoming feature called JAX "Just Ask Xero". Apparently, this is a generative AI assistant.
Once it goes live, I will want to know how to turn it off. I will never use it - if I need help creating an invoice, there's a help file for that, and checking an AI's work takes as long or longer than just doing it myself in the first place - and see no reason to waste processing resources on something I will never use. Ensuring efficient use of processing resources is also critical…
92 votesHi everyone, thanks again for your feedback. We’re continuing to make changes to JAX, including how it’s controlled in your organisation.
While you can’t remove the JAX icon from your organisation (as JAX is in beta), you can change your users’ permissions to access JAX or opt out. To opt out, open JAX, click on ‘Settings’ then scroll down and select ‘Opt out’.
With the revamp of Xero Product ideas in July, we will no longer accept ideas for the removal of a new feature in Xero. We have provided your feedback to our Product team and will assign this idea to ‘Feedback’.
If you’d like to understand more about JAX and new features, check out the Xero Central article here.
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Turn off JAX and remove prompts
I would like to know how to turn off JAX prompts and remove the icon from the middle of my screen when I am trying to send an email to a client. The comments are closed on the other post regarding this, however the question has not been answered. Please directly address how to remove this now that it no longer in beta.
6 votesThanks for reaching out about this. While your post sits in the Feedback category for the ideas forum, I can definitely help clarify how JAX can be disabled based on what’s currently available:
Opting out of JAX
If you’re the Xero subscriber for the organisation, you can usually opt out of JAX at any time:
- Click the JAX icon (often shown as a chat or AI symbol).
- Select Settings or More features.
- Choose the Opt out option.
About the JAX icon
Even after opting out, the icon may still appear in some areas—such as the email compose window. Xero has indicated that while the functionality can be disabled, the icon itself may still remain as part of the product interface.
Your post is treated as Feedback because it’s about adjusting an existing feature rather than requesting something new. This helps ensure the Product team understands your experience—especially that the…
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Files library - Add a Sales invoice directly from the file library and attach the file
Please reinstate the ability to create a sales invoice directly from the file library and have the file attached. This function was bafflingly removed in 'new' invoicing for sales yet the ability to create all the other types of transactions directly from file library was retained. This is a critical function when dealing with multiple BCIs (buyer created invoices) every month. Often the BCI file name does not include the customer name so requires opening the file in file library as well as creating the new sales invoice since files cannot be attached & viewed within the sales invoice until…
11 votesHi Martin
Something sounds off here, as the 'Add to new' function is intended to add the file(s) to the chosen transaction.
If anything like this isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1, and escalate to the Product team if it needs fixing. Thanks!
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UK payroll - Remove Subject to minimum wage message from draft pay runs
I appreciate the need to comply with minimum wage but to have this message on every pay item showing when processing is not only annoying but confusing when processing. This should only be a warning prompt if the gross pay doesn't meet the requirement when pay details have been completed.
8 votesThank you for your feedback regarding the frequent Subject to minimum wage messages. We understand your feedback on these notifications.
Please know they are temporary and essential right now. The notifications were implemented to encourage employers to carefully review their payroll data to ensure compliance with HMRC’s new legislations, and to avoid penalties during this transition period.
We'll pass your feedback on to the product team.
Thank you again for helping us improve Xero! We encourage you to continue sharing your ideas and voting on suggestions within the forum.
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Timesheets - New design has limited functionality
I have observed that the timesheets section in the payroll system has been updated. However, this update appears to have introduced several questionable design choices that hinder its functionality and efficiency.
Firstly, the employee list is not sorted alphabetically, which complicates the process of locating specific individuals. Secondly, the system no longer autofill's the default earnings rate, requiring unnecessary manual input. Thirdly, upon clicking the "Approve Timesheet" button, a redundant popup appears asking for confirmation of the approval, despite the action already being explicitly initiated. Lastly, when entering hours worked into a field, the system fails to clear the default…
18 votesHi everyone, while we appreciate your feedback about the updates to Timesheets with quite a few points raised in the one post we are going to move this to feedback. I want to assure you your feedback here has been shared with our product teams - however, if there are specifics that you'd like to see developed in the new timesheets we ask that you create ideas for each that we can then get a sense of the community in and keep you updated through - See the qualities of an idea on Xero Central. 🙏
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AU Payroll Pricing - Reinstate Payroll Add-on
Re-instate the option to pay for additional people on payroll without having to jump subscription tiers.
As a small business, every dollar counts, having to jump $25/month or $40/month to add a person to payroll hurts, especially when the additional features are unnecessary.
The UK has already reinstated this option, it should be reinstated here too. (Not entirely sure why it wouldn't be other than the fact not as many people would have offered feedback here in AU comparatively to UK.
In a capitalistic world, it would be nice to see you on the front foot Xero, show your care…
4 votesWe appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Invoicing - fix behaviour when using Tab from Issue Date to Due Date
When I am in the Contact field and update the Contact and click Tab, the cursor moves from the Contact field to the Issue Date field and highlights the date in the Issue Date field.
After I update the date in the Issue Date field and click Tab, the cursor moves from the Issue Date field to the Due Date field, momentarily highlights the date in the Due Date field and then immediately moves the cursor to the end of the date.
It's annoying AF.
If I update the Due Date field and click Tab, the cursor moves from the…3 votesSorry to hear the troubles you're running into here, Sam. By default, when you press tab after entering the invoice date to move over to the due date, Xero will highlight the due date for you in the similar manner as it is doing for the invoice date and the invoice number boxes. If you're experiencing issues, or some thing isn't working as you'd expect it to, it's best if you could raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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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…
1 voteAppreciate you connecting with our team to raise accessibility concerns, Freya.
For Xero to best record and address any accessibility feedback it's best that this is all shared through with the team directly - accessibility@xero.com. Our dedicated team can then investigate and look into options, and work with the necessary product teams to implement any fixes needed. 🙏
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Bills/Invoices (Copy to feature) - Ability 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.
2 votesHi Gary, thank you for sharing your suggestion regarding quote functionality. While quotes can currently be copied to Bills, direct conversion is not supported. To accurately account for payments that differ from the invoiced amount, please note: payments received or paid in excess of the invoice or bill should be recorded as an overpayment, and any payments received or made in advance must be entered as a prepayment. If you require further assistance with these processes, we recommend raising a case with our support team.
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Reporting - Consolidation into one management accounts pack
Hi. We are an International company with various subsidiaries in the UK and overseas. We are using a bespoke accounting system which is not even cloud based. In fact all on the spreadsheets. Designed to serve the purpose. However, It took me a while to persuade our managers to move onto something more advanced, user friendly, that would create all accounts on the platform, not on manual spreadsheets.
There are a few downsides I am facing on Xero. This software doesn't have any built in accruals and prepayments invoice system, that could do the accruals and prepayments for you usins the dates…3 votesHi Svetlana, thanks for sharing your feedback and thank you for trying Xero. We appreciate you explaining how this could support your international operations. While Xero currently supports managing multiple organisations separately, consolidation of the reports is currently done outside of Xero. With regards to the accruals and pre-payments, we recommend raising a case with our support team as they would be able to look into it a bit more.
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alert when reconciling a open invoice
When I'm reconciling open transactions. Id love a notification if the invoice is still open before I accept the transaction. Some times we don't post payments because the invoice is still open and customers are adding to the invoice before we close it and ship it out. The issue that not knowing if the invoice is open or not. Then I accidently close the invoice and dont know that we owe a customer something. Lots of our customers make deposits before the work is done and still add to the invoice before its completed. Which is why we keep the…
1 voteHey Margaret, thank you for raising this Idea with us. This is a very specific request and we would generally point our customer in the direction of a third party that could manage the invoices in a more business specific way. There is currently no way for Xero to 'know' if a customer might be adding to an invoice, so this comes under what we would call a processes request. Your option would be (instead of reconciling the payment to an invoice) to reconcile and create credit notes that can be applied to the customer invoice at a later date. Also when you are reconciling payments, if an invoice is paid or closed it will not be available to reconcile too. It might be best of you raise a case with Xero Support to clarify this further🌟.
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Bills - Add-on for Starter Plan
5 Bills for small business is extremely low. If Xero won't increase this to 10, then offering an add-on feature would be key. When comparing the price of Xero to QBO, it is getting more and more difficult for me to transfer new clients that are in QBO over to Xero. The value of QBO is exceeding Xero plans, coupled with the live chat and telephone support, many new clients don't want to leave QBO and I can't blame them. 5 bills for $25 is unreasonably low. Jumping up to the next plan at $55 per month isn't warranted for…
1 voteWe appreciate your feedback, this will be shared with our teams. Just to clarify, we do not accept Product Ideas about Xero pricing plans or plan structures, so we can’t make commitments in this space.
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Payroll Reports
- YTD payroll report (to see total salaries earned by staff for each reporting period)
- Pay cycle report (report to be saved in the Payroll module after each pay cycle)
- Ability to save employee contracts in Payroll module under each employee (for audit and transparency purpose)
1 voteWe appreciate your feedback about Payroll Reports and adding files to Employee records.
We don't accept ideas that have multiple requests in one post.
Please create separate ideas for each feature you'd like to see this developed.
You can see the qualities of a good idea on Xero Central.
In regards to saving contracts to employee records you might like to take and view and support this existing idea.
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General Updates - Reporting, Audit and Risk compliance
- Manual Journal Report (ability to extract manual journal entries with user details - for audit purpose)
- Adding company logo/image in Management Reports (reporting and presentation requirements)
- Payment Batch checker (to verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff)
- 'Comma' to be displayed in 'Qty' column when generating invoices (better view of invoices to the reader)
1 voteWe appreciate your feedback about The manual journal report (this is already in existence in Xero with the details you set out) Adding a Logo to Management reports, and Payment Batch checker. However, we don't accept ideas that have multiple request in one post. Can you please split these ideas for each feature and/or area of Xero you'd like to see this developed for, so we can gauge support and keep users updated.
You can see the qualities of an idea on Xero Central.
You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks
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Xero Jax Beta - Tracking Category and reference not being added to Invoice
Just Ask Xero (JAX) - Add Department, Reference and Branding Theme to invoice prompt
When sending through an invoice prompt, it leaves the department, reference and branding theme empty. Is this something I'm doing incorrectly or is this feature not yet available?
Having these features available would certainly assist.
Thanks
1 voteSorry to hear JAX is not performing as expected, Iwan. I can see you have raised a case with our Xero Support regarding the reference, but if you can go back and let them know that the tracking Category option is not working (and this is available in JAX) they can raise this with the Product team. I have tested this and its not working in our testing system either so please do raise this with Xero Support.
Pricing plan related
We appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Issue: Incorrect Due Date When Copying Invoices from Customer Activity List
When copying an invoice directly from a customer’s activity invoice list, the new draft invoice incorrectly sets the due date to yesterday’s date - this generally happens if the monring only.
For example, if copied in the morning, the new invoice shows today’s invoice date but a due date of the previous day.
Even more concerning, Xero allows the user to approve and send this invoice without flagging the error, meaning an invoice can be approved and sent with a due date earlier than the invoice date.
This behaviour should trigger an error or warning message to prevent invalid due…
1 voteThanks for raising this Idea Joana, this sounds like an issue that should be raised with our Xero Support team so they can investigate. We really appreciate the time you have taken to let us know about this, but it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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AU Payroll: Ultimate Plan with 30 Employees Subscription Option
There should be more employee options in the ultimate subscriptions between 20 & 50 employees as there are small businesses out there that will never have 50 employees on the books per month but have more than 20. Even if the subscription points going up by 10 to accomodate this.
1 voteHi Cynthia, we appreciate your feedback, and this will be shared with our teams. However, we do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
You can read more about submitting ideas on our Xero Central article.
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Files updates
Dissatisfaction with the recent changes made to Xero’s file management system. Specifically, we’ve observed that frequently used files are now being archived, which is both counterintuitive and disruptive to our workflow.
Files should only be archived when they are no longer in active use. Archiving regularly accessed documents creates unnecessary confusion and inefficiencies.
This change will require our business to retrain over 100 clients on how to navigate the updated system—resulting in a significant and avoidable cost to our operations. We view this as an unnecessary adjustment that negatively impacts usability and productivity.
We would appreciate clarification on the rationale…1 voteThanks for your feedback, Kelly - this has been shared back with our product team.
These enhancements to Files are the first big step in our plan to provide a great document management system within Xero with;
- A more structured filing system, giving you a clear view of what still needs to be done.
- Streamlining the reconciliation and review workflow by allowing side by side preview and a clear distinction between documents needing action vs those that have been attended to.
- Paving the way for future enhancements and functionality that have been highly requested by our customers
We appreciate it may take a little time to adjust to the changes, but believe these changes will provide more benefit in the long term for managing documents.
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Xero Projects - Import project time from jibble
Time submission within xero projects is not well suited to our business. We use Jibble projects which is more feature rich for our needs. It would be great if this could be imported to xero. This would also require xero clients to be shared with Jibble.
1 voteHi Brian thanks for sharing this here. I can see how Jibble and Projects integration can be useful for users that have the projects module. Since Jibble have created this integration themselves, we recommend that you reach out to them to include this in their integration.
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1 vote
We'll need some more detail for your post to be considered as an idea here, George.
It would be particularly useful if you could provide information about the files you are trying to attach to an invoice and a suggestion of how large these files are. Including details of your current workflow and the impact this restriction has will also help ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
- Don't see your idea?