For small businesses

231 results found

1. Bills - Back button after adding a payment, to view other bills for the same supplier

   When paying a supplier bill, there should be a back button to get back to the same supplier to continue paying more of that suppliers outstanding bills due for payment once a payment has been made. Currently once you have paid a single bill for a supplier, you have to go back to the bills page and search for another bill or search for the supplier again, it takes twice as long as it should and makes more room for error (our company like many others i would guess need to check each bill against the products we ordered with that supplier so it works better for us to pay bills one at a time rather than in batches) and the current set up makes paying multiple invoices with the same supplier more laborious than it should be if you want to pay a few in succession.

   When paying a supplier bill, there should be a back button to get back to the same supplier to continue paying more of that suppliers outstanding bills due for payment once a payment has been made. Currently once you have paid a single bill for a supplier, you have to go back to the bills page and search for another bill or search for the supplier again, it takes twice as long as it should and makes more room for error (our company like many others i would guess need to check each bill against the products we ordered with… more

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

   Hi team, appreciate the interest and sharing your idea in the forums here. We recently released enhancements to the Bills quick view (eye icon) from the list of bills. You'll find you can now edit and make payments on bills from the quick view without having to leave your list of bills. Meaning you can jump from one bill to the next with ease!

2. Glitches in the software

   I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
   Here are some changes that could be made that would really improve the user experience with Xero:

   1. When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year.  It's very frustrating having to switch back and forth randomly.

   2. After I finish putting in a bill, I click "Bills to Pay" at the top of the page and it takes me to paid bills. Why doesn't it take me to unpaid bills? I would never click "Bills to pay" and want it to take me to paid bills. The landing page for the bills section should never be All Bills or Paid Bills, it should always be Unpaid Bills. I have this same problem when I click Bills after I allocate a credit note. For some bizarre reason it takes me to Paid Bills. Please make it take me to unpaid bills. 

   3. When I'm entering bills, the due date should automatically default to the date of the bill. I noticed you are able to set a default due date for invoices a user creates, but nothing defaults for bills that are entered and it should just do the date of the invoice to make it easier to adjust the due date for each bill that is entered.

   4. The pages jump to strange locations. After I've reconciled an item and hit 'OK' the page always jumps to a weird portion up or down the page rather than where I was working before I hit "OK". I have to scroll to find the next item I was working on each time I reconcile an item. A lot of pages jump to weird locations like that. It is extremely cumbersome and confusing working around this glitch.

   5. The bank feeds never work for long. I try to connect them, sometimes they won't connect and when they do they always randomly disconnect and it's hit or miss if I can reconnect them. I do not understand why this service is so unreliable. With Quickbooks I can connect the feeds and they stay connected until I disconnect them or change my passwords. 

   I've always felt like your software was created by people who have never used the software themselves because some of the pathways and defaults just don't make sense. Note: I access Xero using the Chrome browser.
   Here are some changes that could be made that would really improve the user experience with Xero:

   1. When I'm entering bills, some date fields want me to enter the date like this: date/month/year and other times it wants me to enter it like this: month/date/year.  It's very frustrating having to switch back and forth randomly.

   2. After I finish putting in a bill, I click… more

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

   Hi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.

   There are a couple of your points I wanted to confirm here;

   • Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
   • Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.

   I'd recommend raising a case so we can confirm the other behaviours you're getting.

   In terms of product ideas here, we ask that each post is for 1 idea only. This makes it clear for community to understand what they're supporting and to take back to our product teams for review. Thanks

   Hi Jenna, we appreciate your feedback and the detail you've given is great. However, it's best that strange behaviour or performance issues are shared with our specialists at Xero Support who have tools to be able to investigate and escalated with our team if something isn't working as it should.

   There are a couple of your points I wanted to confirm here;

   • Bills to pay - you are able to set a default page for this. It sounds like it may currently be set to Paid bills in your org. You can set the default by clicking the 3 dots in the top right of the page where you'll see 'Default bill page' to select your preference
   • Default for bills due date - From the same place you can go to for invoice (Invoice settings) you can set a default Due date for your bills.

   I'd recommend raising a case… more

3. Xero Ledger - split payment

   There should be a way to input dates when we want to split the payment to multiple items (invoices/bills) when we reconcile (e.g. cash code or find and match).

   Right now, if I want to input multiple invoices/bills that is linked to a one payment, all invoices/bills will need to have same date as the payment date which is technically incorrect.

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

   Hi all, returning to the idea we're going to shift this across to delivered. As noted i my earlier response you can manually enter a payment amount and date of payment on an invoice or bill - Meaning if you need the payment date to differ to the date of the statement line imported this could be manually entered on the invoice or bill pre-hand and matched to the one payment when reconciling.

   Alternatively, when reconciling a transactions through find & match in Xero you have the option to 'split' where you can apply a set amount of the payment to the transaction rather than the full amount.

4. General Updates - Reporting, Audit and Risk compliance

   • Manual Journal Report (ability to extract manual journal entries with user details - for audit purpose)
   • Adding company logo/image in Management Reports (reporting and presentation requirements)
   • Payment Batch checker (to verify batch summary that was loaded in the bank. Reduce the risk of file being replaced by staff)
   • 'Comma' to be displayed in 'Qty' column when generating invoices (better view of invoices to the reader)
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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   We appreciate your feedback about The manual journal report (this is already in existence in Xero with the details you set out) Adding a Logo to Management reports, and Payment Batch checker. However, we don't accept ideas that have multiple request in one post. Can you please split these ideas for each feature and/or area of Xero you'd like to see this developed for, so we can gauge support and keep users updated.

   You can see the qualities of an idea on Xero Central.

   You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks

   
   

   
   

5. Xero - Integrate Xero with Dance Studio Pro

   Would love to see an integration of Dance Studio Pro into Xero. Invoicing for dance studio in Xero is not sufficient and would love to have the capabilities of the Dance program integrated into Xero.

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   submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
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6. Products & Services - Abillity to Attach Supplier Quote to Product

   We use Products and Services for parts that we buy in as well as what we make and sell and it would be great to have the ability to attach documents just like with invoicing so that original quotes may be attached for future convenient reference.

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

   You can already attach files to your Products and Services, Simon. If you open the item from the list , you'll see an option to Attach files in the top right of the page. 😊

7. Sales overview - Ability to view % increase overtime

   Sales Overview screen needs improving to show percentage increase in invoices sent, month on month. Attached is an example to show how it needs to be drastically improved to be like. Companies basically could raise capital off this screen - come on Xero! Please improve the screen to be like this example.

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   submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
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8. API Connected Apps - Options for Approved and Awaiting Approval transactions

   The two-way communication between Xero and integrated software/apps needs to have at least some settings options – currently, there are none. At this point, it’s either connect or disconnect. The way Xero and the integrated software communicate is based solely on what they envision businesses using Xero would like as features, with a strong focus on streamlining processes. To make things as simple as possible, all invoices and costs added to Fergus (and many other project management apps) just go straight into Approved.

   When staff members, contractors, or anyone with access to the software/app can add costs to ongoing projects which are then synced to Xero, it’s a great feature. But if something is added to the wrong cost and it’s automatically approved, it creates chaos in our Xero system and results in unnecessary double handling. Unfortunately, we have experienced numerous instances where Xero has had errors in cost allocations, requiring extensive review and reconciliation. Issues that wouldn’t have been necessary if there was an option to sync bills, invoices etc. from integrated software's/apps to Awaiting Approval for the accounts department to check first.

   Integrated apps/software are meant to help speed up processes, not slow them down. Of course, every company operates differently, but you can’t micromanage every employee or contractor, and mistakes happen. Xero, as an accounting software, is for many businesses the source of truth, and anything approved usually needs to be double-checked to avoid situations where items must be voided or reports don’t add up. Awaiting Approval helps ensure the information uploaded to Xero is correct before it lands in Approved.

   A simple on/off switch to choose whether invoices, bills, etc. go to Awaiting Approval or directly to Approved/Ready for Payment would be extremely helpful.

   The two-way communication between Xero and integrated software/apps needs to have at least some settings options – currently, there are none. At this point, it’s either connect or disconnect. The way Xero and the integrated software communicate is based solely on what they envision businesses using Xero would like as features, with a strong focus on streamlining processes. To make things as simple as possible, all invoices and costs added to Fergus (and many other project management apps) just go straight into Approved.

   When staff members, contractors, or anyone with access to the software/app can add costs to ongoing… more

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   0 comments  ·  Business features  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   ✨ Thanks for sharing this idea and outlining why having control over the sync status matters for your workflow. To clarify how this works today: Xero doesn’t manage or control how individual third‑party API integrations behave. The integration partners decide how their apps talk to Xero and which statuses they create, so changes to that behavior sit with the app provider rather than within Xero. Next best step would be to reach out to your app provider and request a setting that routes new transactions into Awaiting Approval (rather than Approved) so your accounts team can review before authorising. We’ll also capture your feedback to inform our ongoing ecosystem guidance for app partners.

   
   

9. Reporting - Add NDIS Funding Period Tracking in Xero

   With the rollout of the NDIA’s new PACE system, NDIS participant plans now include funding periods (e.g. monthly or quarterly). Providers and plan managers must track and claim within these timeframes, but Xero currently doesn’t support this.

   Adding a Funding Period Tracking feature would let users:

   Set funding period start/end dates per participant or support category

   Track and report spend per period

   Receive alerts for overspend or expiring funds

   Validate invoices against active funding periods

   This would help thousands of NDIS providers maintain compliance, reduce manual tracking, and strengthen Xero’s value in the disability sector.

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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Nicole, 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 vote too!

10. Use Tab to confirm highlighted selection and move to the next field (don't require clicking enter)

    As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.

    Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.

    This is (fortunately) still the case in the Create transaction screen.

    This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.

    This functionality has been removed from Adjustments > Bank Fee function.

    It's annoying as ****. Just fix it. If I'm clicking Tab, there is no way I'm the type of person who wants to click other buttons first unnecessarily.

    As Xero started to update existing modules, the "new" modules, took on this idiotic philosophy/logic that users should need to click Enter before clicking Tab.

    Previously, I could type an account name (or part of one), use up/down arrows to highlight the account in the list, then click Tab to confirm the selection and move to the next field.

    This is (fortunately) still the case in the Create transaction screen.

    This functionality was removed from New Invoicing.. but fortunately, it was eventually returned.

    This functionality has been removed from Adjustments > Bank Fee function.

    It's annoying as ****. Just fix… more

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

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

11. Country-specific features and ecosystem for Nepal

    Proposal – Xero Expansion Strategy for Nepal

    Summary:
    Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.

    Key Recommendations:

    Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.

    Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.

    Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets (eSewa, Khalti, IME Pay) for seamless payments and reconciliation.

    Pricing Strategy – .....................................................................................

    Ecosystem Development – Launch “Xero Academy Nepal” for accountant/CA training and collaborate with universities to build cloud-accounting skills.

    Value Proposition:
    Affordable, localized cloud accounting with mobile-first design and wallet/bank integration will give Xero a first-mover advantage over Tally and QuickBooks, making it the preferred choice for Nepal’s SMEs.

    Proposal – Xero Expansion Strategy for Nepal

    Summary:
    Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.

    Key Recommendations:

    Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.

    Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.

    Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets (eSewa,… more

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    0 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

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

    As you're possibly aware, Xero doesn't currently have specific features for Nepalese businesses, so for now we'd suggest using the Global edition.

    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.