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For small businesses

Customer ideas for Xero's business & accounting features, subscription & support, user roles, contacts and Xero Payroll

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588 results found

  1. Adding 'statements' to the Sales drop down navigation. Simple addition, rather than having to go through the full Invoice page to send statements at EOM.

    151 votes

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    Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.

    Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.

    We'll let you know if there are any updates, here.

  2. On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.

    Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…

    95 votes

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    We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!

    Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.

    If there is any news I'll share an update with you all on this, here.

  3. On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.

    Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…

    96 votes

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    Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.

    We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.

    I will share if there are any plans or progress to share on this, here.

  4. Verifactu is a mandatory invoice verification system in Spain, introduced by the Anti-Fraud Law, which seeks to increase transparency and tax control by automatically sending invoicing records to the Tax Agency (AEAT) in real time to prevent fraud. Supported invoicing programs must ensure the integrity, traceability and preservation of invoices, and include a QR code and the mention "Veri*Factu" in the document. Implementation is progressing, with the use of adapted software mandatory for taxpayers from July 2026.

    41 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments too!

  5. As a Group Financial Administrator at an IT company operating in South Africa, I am writing to request the expansion of Xero Inventory Plus to regions outside the US.

    Our business relies heavily on accurate, real-time inventory tracking across multiple locations, and we currently face limitations due to the unavailability of Inventory Plus in our region.

    Suggested Features to Prioritize:

    1. FIFO and batch/serial tracking
    2. Multi-location inventory management
    3. Barcode scanning and sticker generation
    4. Real-time inventory valuation and reporting

    Business Impact:

    Rolling out Inventory Plus globally would empower businesses like ours to:

    1. Improve inventory accuracy and reduce losses
    2. Enhance financial reporting and…
    53 votes

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    Thanks for sharing your idea, on the platform.

    We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!

    Members can now also comment to share additional details about how your idea could improve their experience with Xero.

  6. Fewer clicks - Help banner on each page. I would like to be able to disable this permanently for established clients.

    82 votes

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    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  7. Before the update, we were able to add settings like Report Codes to favourites, so it would appear automatically on the drop down list. Can you please reinstate the ability to add specific settings to favourites

    49 votes

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    Thanks for letting us know how this favourites feature matters to you.


    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would benefit them, too!

  8. For accounts where transactions are posted and then additional transactions clear those transactions it would be great to have a reconciliation feature where these can be matched off (only when they net to zero). The the remaining unmatched transactions make up the account balance. This would save us hours each month.

    33 votes

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    Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  9. With the new layout I cannot star the financial settings anymore. please add this to the drop down

    23 votes

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    Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.

    To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.

  10. Connected apps and recommendations - I would like to be able to recommend for clients on this page.

    40 votes

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    We're grateful for sharing your experience with the beta for our new navigation.

    Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  11. The Dashboard has been used as an advertising medium lately as well as a messaging medium informing users about Xero's latest acquisition or some new feature they want users to know about.

    The dashboard is a useful feature but distractions on the dashboard kill my productivity. Also, Xero have existing ways to communicate with users (email, xero messages/notifications, community forum, Xero blog etc etc) - they should leave the Dashboard for business use.

    They should also leave support messages for business support use only - have a look next time you contact support - they avoid answering the question but…

    19 votes

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    Thanks for your feedback about this.

    The community can now get behind and support this idea.

    Along with votes, other members can now comment to share their thoughts.

  12. I'd prefer to see the Tax Menu consolidated into either the Reporting or Accounting menu. Having more options just adds clutter and unnecessarily overwhelms users.

    27 votes

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    Hi team, we appreciate the interest from you all on the new navigation experience.

    We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.

  13. More Tracking Categories Fields: please would you consider increasing the number of Category fields? Currently there's only 2 fields and in a situation where you want to track complex sales cycles and sources, this is not sufficient.

    For example - tracking a referring business, a partner account manager, a salesperson and a client account manger.

    Having categories allows to perform calculations of revenue generated, its sources etc.

    13 votes

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    Thanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.

    We've reviewed your idea to increase tracking categories and tracking options, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. Can we add hotkeys for frequently used functions.

    For example

    Search - Alt + S

    Invoice - Alt + I

    Dashboard - Alt + D

    Bank rec - Alt + B
    And etc

    21 votes

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    We appreciate some of our customers find keyboard shortcuts very useful for navigating. Thank you for sharing your interest in this with us, here.

    Our product teams are aware of the interest in this here and it would be great to hear more of the specific shortcuts you'd find most useful here. We'll share any updates with you here.

  15. Hi Xero Team,

    We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.

    For report generation, it would be helpful if the footer could include:

    The type of book,

    A timestamp and date,

    The name of the person who generated the report, and

    The software version number.

    At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…

    15 votes

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    Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.

    Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  16. I would suggest adding "Drafts" to sales and purchases menu.

    22 votes

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    Great to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.

    Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.

  17. Quotes that have been Deleted are marked as Deleted but continue to be displayed in the Sales Overviews. There is no need to continue to display deleted items in the Overviews. They should be removed.

    15 votes

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    Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.

    Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.

  18. One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.

    11 votes

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    Great to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.

    We're keeping a close eye on the interest and will share if there are any updates for you here.

  19. Require an SGC statement report ( a combination of Employee remuneration + payroll activity summary report) that includes all details required about the employee and super accrued on OTE + Overtime hours worked. This would enable efficient reporting to the ATO when super payments are late.

    15 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for letting us know the report suggestions that are most important to you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  20. That would be great to make the Contact group field visible on the Bills to Pay screen to let us filter to certain contact groups when we are preparing a payment file.

    We use the contact groups for example to mark suppliers that are paid by Direct Debit, so this would be a useful feature to filter them out and do not pick their invoices up for a BACS payment.

    We also have another group of suppliers within the contact groups that we pay at once on the same day of each month so we would be able to easily…

    18 votes

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    Thanks, Marianna for submitting your idea.

    We've 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.

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