For small businesses

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1. BRING BACK CLASSIC INVOICING

   BRING BACK CLASSIC INVOICING
   We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.

   Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.

   We urge Xero to reconsider this approach and allow businesses to control their own branding in client communications. Please provide an option to remove Xero branding from emails.

   BRING BACK CLASSIC INVOICING
   We are extremely frustrated with Xero's recent change to email branding, which now forces our invoices and communications to include the Xero logo. This change makes our company look unprofessional and cheap, as if we are using a third-party service rather than managing our own finances.

   Branding is crucial for maintaining trust and credibility with our clients, and this decision undermines that. As a result, we are now reverting to manually sending invoices outside of Xero to maintain our professional image—adding unnecessary time and effort to our workflows.

   We urge Xero to reconsider this app… more

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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate your feedback here and I see you have also found the idea around the Xero logo shown on invoices sent to customers.

   We want to be transparent that we will not be bringing back classic invoicing, however we are still committed to developing and bringing further improvements to new invoicing that we know matter to our customers. You'll find a few ideas that have been raised across the forums here that are in the progress of being worked on by our product teams.

2. Repeating Invoice - Introduction of the most basic features required

   After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.

   Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.

   I've listed just a few of these incredibly basic features below:

   • Reporting - Report that shows Repeating Invoices
   • Repeating invoices: Ability to copy them to create new ones
   • Repeating Invoices - Generate invoice before invoice date
   • Repeating Invoices - Day/Date placeholder option
   • Repeating Invoice - bulk update of amounts
   • Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
   • Repeating Invoice - Add dynamic dates to the repeated invoices
   • Projects - Assign repeating invoice to a project
   • Repeating Invoices - Bulk Import/Export

   With more and more businesses following a subscription based model like us. It is critical that repeating invoices are given more attention by the Xero Product Team.

   I for one am sick of paying for accounting software that doesn't live up to expectations and results in us having to invoice manually rather than being able to automate.

   After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.

   Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.

   I've listed just a few of these incredibly basic features below:

   • Reporting - Report that shows Repeating Invoices
   • Repeating invoices: Ability to copy them to create new ones
   • Repeating Invoices - Generate invoice before invoice date
   • Repeating Invoices - Day/Date… more
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Sorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.

   In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.

   It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.

3. Email - Ability to cc and bcc sent emails

   Ability to cc and bcc when sending emails from xero.

   This would be very useful as we have many clients that like to have various other people copied in.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

   With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

   While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

4. Xero Me - Add detail to notifications

   Xero permissions are all or nothing - you either have access to timesheets and expenses or you don't. As such, you get a lot of notifications about things that aren't yours to deal with. It would be good to have a little more detail in notifications, for example; "There is a new expense from Robert Smith to review" so you know if it's relevant to you or not

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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your idea here, Sophie. Atm our product team are working on a few changes for expense notifications - Once live there will be a few different scenarios for notifications

   • When an expense is submitted users with the admin or approver role will receive an email notification that an expense is awaiting approval
   • When an expense is approved or declined the user that submitted the expense will receive an email notification
   • Users will no longer receive notifications when they take an action on their own expense

   I'll let you know once these changes have been rolled out. But if there are other specifics in the notifications that you'd find helpful it would be good to hear these, too.

5. Quotes - Split quotes into multiple invoices with relationships and automatic “Mark as invoiced” functionality

   Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

   Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

   It would be helpful if;
   - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

   OR

   • When a quote is marked as accepted but not invoiced; have the ability to when creating an invoice, assign the invoice to a particular quote and create some type of useful or navigable relationship between them.

   User flow would/could be;
   1. Quote is created for £X
   2. Quote is accepted
   3. Invoice is raised for partial/split payment of £Y and approved (and or sent)
   4. After an invoice is no longer draft, it can be assigned/related to a quote

   After a quotes total amount has been raised as invoices, the quote is automatically marked as “Invoiced” with all related invoices being listed in the “History and notes” section.

   Our work is often quoted at the project level, with invoices being issued monthly for the duration of the project until the quoted amount has been paid and the project completed.

   Currently, we create the quote, and then subsequently create invoices - manually keeping track until the quoted amount has been invoiced, at which point we mark the quote as invoiced.

   It would be helpful if;
   - We could split the quote into N invoices automatically with the total invoiced amount over N invoices equalling the amount in the selected quote.

   OR

   • When a quote is marked as accepted but… more

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   submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
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6. Bills - Add planned payment date from inside the bill with a default of the due date.

   Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.

   Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.

   I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number of steps required to set a planned payment date

   Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.

   Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.

   I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number… more

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   Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

   Hey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.

   We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.

   We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂

7. Payroll Activity Detail Report (AU & NZ) - Definition of employees in the report

   The new Payroll Activity Detail Report is very hard to read when there is more than a couple of employees.

   I understand that the new report format has been designed to reflect the other updated reports in Xero. However, so that it is more user-friendly, can we have:

   1 - A blank line between each employee so that it is easier to see quickly where one employee's details cease and the next employee's details start.
   
   2 - Highlight the employee name by shading that line, again to make it easy to see where each employee starts on the report.

   Are there any other formatting ideas people have?

   The new Payroll Activity Detail Report is very hard to read when there is more than a couple of employees.

   I understand that the new report format has been designed to reflect the other updated reports in Xero. However, so that it is more user-friendly, can we have:

   1 - A blank line between each employee so that it is easier to see quickly where one employee's details cease and the next employee's details start.
   
   2 - Highlight the employee name by shading that line, again to make it easy to see where each employee starts on the report.

   … more

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   submitted  ·  4 comments  ·  Payroll  ·  delete…  ·  Admin →
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8. Payment Voucher – Generate Payment Vouchers.

   Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?

   On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.

9. Bank Feed - Investec (UK)

   Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.

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

   Hi everyone, really appreciate you sharing this idea.

   We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.

   In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.

   A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.

10. XeroMe - Detailed invitation status.

    The status of invites to XeroMe to be easily displayed

    When an employee is invited to XeroMe, it would be good to be able to see the status including:
    - sent to employee
    - employee revoewed
    - employee accepted
    - employee rejected
    - etc

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11. Make projects better

    Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.

    For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects now, not "some time in the future," now. Many of the requests are simple - we need a field to add notes, we need a field to add an ID number, we need an address field. I know that making changes to any database can cause ripple effects through the whole system, but come on, I've been with Xero for 3 years know and as far as I can tell there have been zero improvements to Projects since we first came on board.

    Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.

    For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out… more

    33 votes

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12. Account transactions report - Comparatives

    Essential for cash flow and projections, an annual report divided by month that includes source and base currencies.

    The "Account Transactions" report currently enables us to overview all accounts (Balance Sheet and P&L) in both currencies (source and base) but lacks a feature to display 12 months alongside each other.

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.

    This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.

    In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.

13. AU Payroll - Ability to pay staff with joint bank account in same pay run

    Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.

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    submitted  ·  3 comments  ·  Payroll  ·  delete…  ·  Admin →
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14. Invoice reminders - Custom date and time

    Being able to customise the invoice reminder so it only goes through during business hours and during working days M-F.

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15. NZ Payroll - Option to create pre-tax deductions

    The new NZ WorkRide scheme works via a pre-tax deduction re salary sacrifice. Xero Support confirmed that right now there’s no functionality in Xero Payroll to process a pre-tax deduction. We have been advised that we need to manually adjust the tax in the draft pay run to reduce the PAYE withheld. Please enable your customers to comply with the NZ WorkRide scheme without the need for manual PAYE adjustments, by creating the ability to process pre-tax deductions.

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    submitted  ·  17 comments  ·  Payroll  ·  delete…  ·  Admin →
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16. Contact - Indicate if customer receives e invoicing

    Please could you add the ability to select on the customer contact card if invoices are sent by e-invoice or not. Some customers prefer e-invoices, and some are not set up for e-invoices.

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    submitted  ·  0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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17. Support French e-invoicing legislation

    Purpose : Starting september 2026 or 2027 dependng on the size of business, all the invoices for French companies should respect the new legislation for e-invoicing.

    Is Xero planning to be accredited by French admin as a registered software ? (https://www.impots.gouv.fr/liste-des-plateformes-de-dematerialisation-partenaires-pdp-immatriculees-sous-reserve)

    It would be very helpful for all the companies doing business in France.

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18. Dashboard - List prepayments separately from "Awaiting payment" list

    List prepayments separately from "Awaiting payment" report in Dashboard.
    At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.

    • 

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19. UK Payroll - Deselect employee from entering timesheets

    It would be useful to be able to deselect employees form completing time sheets and therefore not appear on the time sheet screen. We have admin staff that don't complete time sheets but I still have to submit nil time sheets to ensure all are up-to-date

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Susanna. We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of the interest and track support your idea receives from the community from your idea.

    You can find out and stay updated with Xero releases on Xero Central.

20. Inventory Plus - Create a Purchase Order directly from an open Sales Order

    Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.

    We don't have any plans for this atm, but will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.