For small businesses

648 results found

1. Automatic Card Type Detection and Dynamic Surcharge Application

   Subject: Feature Request – Automatic Card Type Detection and Dynamic Surcharge Application

   I am writing to request a feature enhancement for Xero’s integrated payment services that would allow businesses to automatically detect the type of card a customer uses (e.g., domestic, international, credit, debit) and dynamically apply the appropriate surcharge.
   Why this feature is important:
   Card processing fees vary significantly depending on the card type and origin. Automatically passing the correct surcharge to the customer ensures transparency and helps businesses recover costs fairly.
   Manual calculation or flat surcharges can result in either under-recovering costs or overcharging customers, which is not ideal for either party.
   Many payment processors (such as Stripe) provide information about the card type at the time of transaction, so this feature could leverage existing data.
   Suggested solution:
   Implement a system within Xero’s payment services that automatically identifies the card type used for each transaction.
   Allow users to set different surcharge rates for different card types (e.g., domestic debit, domestic credit, international credit).
   Ensure the correct surcharge is displayed to the customer at the point of payment, so they are fully informed before completing the transaction.
   Benefits:
   Ensures fair and accurate cost recovery for businesses.
   Improves transparency for customers regarding payment fees.
   Reduces manual work and the risk of errors in applying surcharges.
   Thank you for considering this request. This feature would greatly enhance the flexibility and fairness of Xero’s payment processing, benefiting both businesses and their customers.

   Subject: Feature Request – Automatic Card Type Detection and Dynamic Surcharge Application

   I am writing to request a feature enhancement for Xero’s integrated payment services that would allow businesses to automatically detect the type of card a customer uses (e.g., domestic, international, credit, debit) and dynamically apply the appropriate surcharge.
   Why this feature is important:
   Card processing fees vary significantly depending on the card type and origin. Automatically passing the correct surcharge to the customer ensures transparency and helps businesses recover costs fairly.
   Manual calculation or flat surcharges can result in either under-recovering costs or overcharging customers, which is not… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. more flexible surcharge and payment control options

   Subject: Feature Request – Option to Automatically Decline International Card Payments
   Dear Xero Product Team,
   I am writing to request a feature that would allow businesses to automatically decline international card payments through Xero’s integrated payment services (such as Stripe). Currently, there is no way to restrict card payments to domestic cards only, which presents several challenges for businesses that wish to limit their exposure to international transaction fees, fraud risks, or compliance requirements.
   Why this feature is important:
   Many small businesses prefer to accept payments only from domestic customers due to higher fees and increased risk associated with international transactions.
   Manually monitoring and refunding international payments is time-consuming and inefficient.
   Disabling card payments entirely is not a practical solution, as it removes a convenient payment option for local customers.
   Suggested solution:
   Add a setting within the payment services configuration that allows users to automatically decline or block international card payments.
   Alternatively, provide the ability to set rules or filters based on card origin (domestic vs. international) for each payment service.
   Benefits:
   Reduces administrative burden and potential for error.
   Minimizes exposure to unwanted fees and chargebacks.
   Improves control over accepted payment types, enhancing business security and compliance.
   Thank you for considering this request. I believe this feature would be highly valuable for many Xero users and would enhance the flexibility and security of Xero’s payment processing options.

   Subject: Feature Request – Option to Automatically Decline International Card Payments
   Dear Xero Product Team,
   I am writing to request a feature that would allow businesses to automatically decline international card payments through Xero’s integrated payment services (such as Stripe). Currently, there is no way to restrict card payments to domestic cards only, which presents several challenges for businesses that wish to limit their exposure to international transaction fees, fraud risks, or compliance requirements.
   Why this feature is important:
   Many small businesses prefer to accept payments only from domestic customers due to higher fees and increased risk associated with international… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. Dispose of multiple assets at once

   Fixed Assets - Dispose multiple assets at once. This is critical and should have been added to the pipeline before insignificant cosmetic changes.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. Paid Invoices With 100% Discount Should Record a Paid Date

   When an invoice is fully settled by a 100% application of a credit, discount, or retainer, Xero should automatically populate the 'Paid Date' with the date the credit/discount was applied.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. Reports Date Range to include Calendar Year to date

   Entities often need to view business reports in calendar year, as opposed to Financial year.
   Increasingly, revenue, expense and profit performance and targets at management and operational level are considered by calendar year.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. Allow custom P&L to be selected in Analytics

   Allow custom P&L to be selected in Analytics

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. credit limit

   Currently credit limit is only available to stop an invoice going. My beef is that a credit limit alert needs to be advised in the software at point of quotation. I have clients who are quoting, delivering the work to the customer and then finding they are having to overide the credit limit/untick the "block invoices" box as there's no choice but to do so to get paid. Quotes and invoices are dealt with by two differentt depts and therefore sales need to be alerted when their quotation is over the set credit limit before the damage is done and they deliver the work!

   Currently credit limit is only available to stop an invoice going. My beef is that a credit limit alert needs to be advised in the software at point of quotation. I have clients who are quoting, delivering the work to the customer and then finding they are having to overide the credit limit/untick the "block invoices" box as there's no choice but to do so to get paid. Quotes and invoices are dealt with by two differentt depts and therefore sales need to be alerted when their quotation is over the set credit limit before the damage is done and… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. Account Transaction report - Preview attached files without having to drill into transaction

   It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Just to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?

9. Hubspot integrated invoice - line item negative unit price

   An invoice line item can have a negative unit price in Xero but this cannot be done in the the Xero published Hubspot connector app when creating integrated invoices. See the screenshot for the validation error when trying to set a negative unit price on a line item.

   NB the validation error makes no sense either because the negative unit price entered IS less than the product total.

   •  

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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. 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

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    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. 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

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    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. 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

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    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. NZ GST - Compact export (landscape v portrait)

    Ability to choose the layout of the export - landscape or portrait

    7 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.

    Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.

14. VAT - Support TOMS (tour operators marginal scheme)

    TOMS- tour operators marginal scheme
    it would be great that Xero support this VAT scheme.

    8 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. NZ GST - Mark GST Return as filed

    Please can there be an option to mark a GST Return as FILED in Xero , where it has been filed by another method.

    25 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. NZ GST - Styling PDF export

    Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.

    6 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.

    While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.

17. CIS - Allow 210 CIS Labour invoice to be added to a service

    I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for typos and accidentally allocation to incorrect accounts.

    I would like to be able to assign the 210 CIS labour account to a service for CIS labour. At the moment, I have a couple of services for CIS labour and some for non CIS labour.
    For the Non CIS labour, I can creat a service called 'labour' and add the account code to it.
    This can't be done with CIS labour at the moment as Xero won't allow it. This means that for each line item of CIS labour in an invoice I have to manually add the 210 CIS account.
    This is unnecessarily timecomsuming and allows for… more

    4 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. multiple pages on the allocation screen

    Please add to product ideas to have
    * multiple pages on the allocation screen.

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    3 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.

    If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.

19. Invoicing - Option to add outstanding amounts to subsequent invoices at the bottom.

    Could you enhance customer accounts by automatically adding outstanding amounts from previous invoices to the next issued invoice as a separate line item called 'outstanding fees'? This ensures customers can pay the full amount due, not just the current invoice.

    7 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. NZ GST - Move 'File with IR' button to top of page

    Moving the button to File with IR from the bottom to top of screen, to make it more obvious.

    5 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've created this idea based on feedback received here.

    With careful design and research around the placement of action buttons, there are no planned changes for moving the the 'File with IR' button.

    However, we'd still like to get a sense of the interest from community in this, here.