For small businesses

4742 results found

1. UK Payroll - Show leave balances on payslip in days and hours

   Show leave balances on the payslip as days and hours. This would allow employees to better understand their leave balances without needing to do extra calculations.

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   0 comments  ·  Payroll  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hey everyone, thanks for all your engagement on 'AU & UK Payroll - Show leave balances on payslip in days and hours'.

   To better support our UK and AU Payroll product teams, we've split this idea by region and they can now gain support individually 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.🙂

2. 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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   55 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

   We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

   As per our last update, 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 at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

3. 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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   176 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.

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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   7 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

   80 votes

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   35 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 - 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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   90 comments  ·  Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

   Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

   We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

   We'd like to confirm how this works;

   • This record is only applicable from here on in, there are no updates to any historical entries for sending.
   • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

   We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked up where this does not happen and they're still working on - So, once they've ironed these all out we'll return to update you again.

   Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

   Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

   We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

   We'd like to confirm how this works;

   • This record is only applicable from here on in, there are no updates to any historical entries for sending.
   • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

   We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked… more

7. 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.

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   14 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your feedback, and have been monitoring this change closely.

   We appreciate the differing needs of our customers our product team have temporarily removed the notification changes mentioned in my previous update - This means this'll reduce the amount of email notification you're receiving from expenses.

   We're looking into enabling more controls for expense notifications and I'll come back to share any further news around this with you here.

8. New Invoicing - Keep Classic Invoicing

   KEEP THE CLASSIC FORMAT FOR INVOICING

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   456 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.

9. 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.

   OR

   let your customers continue using the classic invoicing as they like

   761 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. 

10. 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 created when ran). Once done, you… more

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    submitted  ·  16 comments  ·  Accounting features  ·  delete…  ·  Admin →
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11. Bank Feed - Aldermore bank

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

    69 votes

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    In discovery  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.

    As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

    Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.

    We want to be transparent that while we're aware of the demand here, we don't have a definitive commitment or timeline to share at this stage of when a feed might become available for this bank.

    We appreciate you taking the time to share your feedback with us, and we'll be sure to update this thread if anything changes.

    Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.

    As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

    Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.

    We want to be transparent that while we're aware of the demand… more

12. 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.

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    32 comments  ·  Business features  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.

    While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.

    For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.

13. 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?

    445 votes

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    244 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.

14. Bank feed - Unity Trust bank feed

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

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    6 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    In discovery  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi community, thanks for your feedback on a Unity Trust Bank feed. While a direct feed isn't available just yet, we understand that this'd save you a lot of time on manual data entry. As we work with Tink to support more open banking connections we'll move this idea through to In discovery. While this is a step in the right direction, it's not a guarantee that the feed will be developed, and we don't have a timeframe to share just yet. We'll be sure to post any updates right here.

15. 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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    514 votes

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    87 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

16. 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.

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    submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
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17. 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.

    225 votes

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    submitted  ·  57 comments  ·  Payroll  ·  delete…  ·  Admin →
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18. AU Payroll - View payslip in employees record

    Option to be able to view payslip in employee file rather than having to download

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    7 comments  ·  Payroll  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.

    From here you can see the payslips for all employees in that pay period.

    We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.

19. Bank Feed - Cynergy bank

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

    33 votes

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    12 comments  ·  Accounting features  ·  delete…  ·  Admin →
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    In discovery  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi community, thanks for all your votes and comments on this idea – it’s great to see so much support for this idea.

    We know that having to manually upload statements takes valuable time away from running your business, especially when your bank doesn't offer CSV exports.

    I’m happy to share that we're exploring a bank feed for Cynergy Bank.

    While we can't give any commitment at this point, we'll be back once the team have had a chance to dig in deeper and share any progress. 

20. 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.
    309 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.