For small businesses

4716 results found

1. Bank Feed - Charities Aid Foundation (CAF)

   For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

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   48 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

2. Multicurrency- Batch payments of Foreign Currency Bills.

   Batch payments of Foreign Currency Bills.

   Dear Xero,
   Please consider the feature of being able to batch up foreign currency Bills. We often pay multiple invoices in one go, having to reconcile and mark as paid 10 invoices is extremely time consuming.

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   175 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

   Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

   We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

3. New Invoicing - History to include if invoice is resent

   When an amendment is made and the invoice resent it needs to record who it has been sent to

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   84 comments  ·  Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

4. Bank | Ability to reconcile period - Regions outside CA and US

   Ability to reconcile transactions to a bank statement at the end of a period, and closing it to prevent transactions being deleted or unreconciled in that period.

   This feature is currently available to US and CA organizations(https://central.xero.com/s/article/Reconcile-a-period) - This idea is asking for this feature to be extended to all regions.

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

   Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

   We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

5. 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 for people who are using Xero in internet black spots (most of Australia outside metro areas and off national highways) or in times of network congestion.

   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… more

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   32 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can dismiss it in the same way, after which you won't be prompted to try JAX again.

   If you've already sent JAX a message and would like to opt-out of the beta you can do so by clicking the 'More features' button in JAX where you'll see an option to 'Opt-out'.

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can… more

6. New Invoicing - Keep Classic Invoicing

   KEEP THE CLASSIC FORMAT FOR INVOICING

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   451 votes

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   435 comments  ·  Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

   Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

   • what’s available in new invoicing right now,
   • timelines for features and enhancements going live in new invoicing, as well as
   • a comparison table between the classic and newer versions of invoicing.

   We'll be updating this page regularly.

   
   

   Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

7. Invoicing - Make the History & Notes the same as in Classic Invoicing

   Please leave the history of an invoice EXACTLY as it was in the classic invoicing.

   The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.

   I really don't understand why so many important features from the classic invoicing has been omitted.

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   let your customers continue using the classic invoicing as they like

   752 votes

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   167 comments  ·  Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

8. Bank Feed - Aldermore bank

   For Xero to expand their bank feed connections to develop a feed that supports Aldermore bank

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   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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9. Prepayments & Accrual Schedules

   Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.

   For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you can then run the prepayments for the month/period and it would create those journals in the frequency you have set (i.e. days = 1 journal per day or months = 1 journal per month).

   For Accruals, you could press a button to create an accrual. From here, you would fill out the supplier, amount, start date, end and period (similar to the prepayments section). The Accruals can be ran from the same page as the prepayments. When the invoice relating to that accrual is added to Xero and allocated to the accruals nominal, Xero detects this & puts it in the draft section where the prepayments are. The user would then click on the draft and assign the previously set up accrual schedule to the invoice and would create a journal to release the difference at the end of the accrual schedule.

   Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.

   For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is… more

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   submitted  ·  15 comments  ·  Accounting features  ·  delete…  ·  Admin →
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10. Bills - Option to customise or turn off "Duplicate Bill" review messages

    The periodical message that highlights "duplicate bills" and invariably just list recurring monthly bills from suppliers is incredibly annoying and simply wastes time.

    There should be an option to disable it. If users genuinely find it useful they could then of course utilise it, but for those of us who don't the ability to switch off would be beneficial.

    40 votes

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    submitted  ·  29 comments  ·  Business features  ·  delete…  ·  Admin →
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11. New Invoicing - Option to switch Autosave off

    I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
    Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
    Are we able to turn off the auto save function in new invoicing?

    439 votes

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    242 comments  ·  Business features  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.

    Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.

12. Bank feed - Unity Trust bank feed

    For Xero to expand their bank feed connections to develop feed that supports Unity trust bank

    49 votes

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    submitted  ·  6 comments  ·  Accounting features  ·  delete…  ·  Admin →
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13. Expenses | Notifications - Option to choose the type of notification e.g email or in app

    Ability to turn off email notifications for submitted expenses to Xero admins. Only started receiving email relating to submitted expenses as of 10th July 2025 but have been told by Xero support that it is an integral part of expense management and can’t be switched off. Have used Xero and expenses since 2019 and have never received an email relating to an expense submission. Am more than happy to continue receiving notifications of submissions via Xero Me mobile app but do not want or require email notifications.

    17 votes

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    4 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising this idea in the forums, Nicholas!

    I wanted to confirm that we have made a couple of recent changes to expense notifications, that are in the process of being rolled out to all users.

    To clarify how these notifications are now triggered

    • When an expense is submitted, every user that has the expense Approver or Admin role will get an email notification
    • Once an expense is Approved or Declined, the user that Submitted the expense will receive an email notification of it's state
    • When you perform an action on your own expense Xero will no longer notify you of the status change (via mobile push or email notification)

    We appreciate some customers may like to control the type of notification the receive and this is something our product team are considering.

    We'll keep an eye on the engagement from this idea and update you if any plans for controls are put in the pipeline.

    In the meantime, in lieu of a control within Xero you may find setting up a filter within your email system could help re-route these sort of emails from appearing in your inbox. Thanks

    Thanks for raising this idea in the forums, Nicholas!

    I wanted to confirm that we have made a couple of recent changes to expense notifications, that are in the process of being rolled out to all users.

    To clarify how these notifications are now triggered

    • When an expense is submitted, every user that has the expense Approver or Admin role will get an email notification
    • Once an expense is Approved or Declined, the user that Submitted the expense will receive an email notification of it's state
    • When you perform an action on your own expense Xero will no longer notify you of the status change (via mobile push or email notification)

    We appreciate some customers may like to control the type of notification the receive and this is something our product team are considering.

    We'll keep an eye on the engagement from this idea and update you if any plans… more

14. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

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    500 votes

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    83 comments  ·  Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

15. AU Payroll - Ability to apply work patterns to part time employees

    Suggest the ability to apply work patterns to part time employees. For example, we have a part time employee who works 7 hours on Mon, 6 hours on Tues and 6 hours on Wed.
    At the moment, if a Public Holiday falls on a Monday, it does not correctly work out hours worked.
    The same happens if Annual Leave is taken; incorrect hours are calculated which affects AL accruals.
    Hours worked have to be calculated and added manually.

    214 votes

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    submitted  ·  51 comments  ·  Payroll  ·  delete…  ·  Admin →
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16. Email Settings - Custom sending domain security SPF;Dkim;Dmarc

    With the implementation of Google and Yahoo email security please enable the ability to send out invoice, quotes and statements using our own domain.

    We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.

    Xero needs to implement the ability to send from Xero from our own domain.
    Please furnish us with SPF sending ip/include host name and DKIM certificate. This will reduce the number of email blocked/junkmail, and increase the security of mail sending.

    104 votes

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    submitted  ·  32 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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17. Profit & Loss report | Custom - Ability to format formulas

    When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.

    Can this be updated so to enable formatting at this level.

    33 votes

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    submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
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18. Bank Feed - Cynergy bank

    For Xero to expand their bank feed connections to develop feed that supports Cynergy bank

    30 votes

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    submitted  ·  12 comments  ·  Accounting features  ·  delete…  ·  Admin →
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19. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
    303 votes

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    27 comments  ·  Business features  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

20. Invoicing - Remember default settings

    New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
    It's going to be very frustrating otherwise :)

    408 votes

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

    Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more