For small businesses

4714 results found

1. New invoicing - Don't allow Invoice Only Draft Only user to select Create new item

   When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.

   Expected Behavior:
   User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be added to an invoice.

   Actual Behavior:
   User with "Invoice only" and "only create drafts" permissions sees a menu option to create a new item while adding a new item to an invoice, and is able to attempt to create a new item, but the item save fails with an ambiguous error message.

   Steps to reproduce:
   1. Log-in to Xero as a user with with "Invoice only" and "only create drafts" permissions.
   2. Click the "+" icon on the top menu bar and select Invoice to begin creating a new invoice.
   3. Select an empty row to add a new invoice line item.
   4. When the pop-up menu appears, the first option in the list is "Create new item".
   5. Click on "Create new item". The "New item" creation screen appears.
   6. Complete all necessary text fields for the new item.
   7. Click "Save" button.
   8. Error message appears: "Your changes were not saved because an error occurred."

   See attached screen recording for an example of the ambiguous error message.

   I confirmed with Xero support (in case CX0015982514) that this is the expected behavior. They suggested I post here to get upvotes for this feature, which to me seems more like a bug.

   At a minimum what we would hope to see is if this "Create new item" menu option must appear in the list, that if an Invoice-Only/Draft-Only clicks on it, they immediately see an message pop-up saying they don't have permission to access this. Or if they must go into the new item creation screen, if they click on the "Save" button, instead of a generic error message they get a permission denied message so it is clear why it didn't work.

   When I am logged-in to Xero as a user with "Invoice only" and "only create drafts" permissions, it is my understanding that this user should not be able to create new invoice items or see menu options for creating new items. However, it appears this user can see this menu option when adding a line item to an invoice and attempt to create a new item, leading to an ambiguous error message.

   Expected Behavior:
   User with "Invoice only" and "only create drafts" permissions does not see and cannot select any menu options for creating a new item that can be… more

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2. AU Payroll - Two employees on Grow plan, or the ability to tack on employees

   The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.

   Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer six months ago.

   It's still amazing software so I hate having to consider other alternatives when clients ask me for product recommendations. Is there any chance the Grow subscription could be expanded to include two employees or, alternatively, for there to be an option to add payroll for more employees at a monthly fee as per some of the older plans?

   I understand that the segment of business I'm operating in might not be the one that Xero is going after but it would be tremendously helpful and I think a lot of clients would perceive it as an act of good faith.

   The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.

   Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer… more

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   submitted  ·  2 comments  ·  Subscription & support  ·  delete…  ·  Admin →
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3. Manual Journals - Ability to Sort and Filter search results

   Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.

   Please consider adding the ability to do both.

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   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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4. Reconciliation - Auto fill line with remaining total

   We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where there are only two lines to fill in with details. This would save me so much time and effort...it would also solve extra time spent on redoing calculation when fat fingers hit a wrong button!)

   We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where… more

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

   Not something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.

   In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?

5. Expenses - Option to submit NIL mileage claim

   Allow users to put in mileage claims at a nil rate per mile.
   This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.

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   submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
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6. Improved and transparent user consultation prior to implementing changes.

   Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.

   The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.

   This shows that users liked new invoicing far less than Xero first believed they would. This shows that the process that Xero used to gauge users' response to the changes, that process was deficient because it reported back to Xero that new invoicing was ready for release when it clearly wasn't.

   What's needed here is a more transparent process and more honest communication from Xero with its users.

   Xero made a lot of noise about how good the 'new invoicing' feature would be. Users gave plenty of feedback early on when new invoicing was optional, both in comments and by not switching over to new invoicing. Xero proceeded with the change seemingly unaware of the negative mood amongst users to the new invoicing feature.

   The product ideas section show, only in it's first 5 pages, 43 product ideas about new invoicing. Many of these product ideas are requests for previously available features to be made available again. Many of the ideas are under consideration or being worked on.

   … more

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

   Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.

   Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.

   Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.

   We understand our customers would like to be more involved as we continue development across our products and features and I encourage anyone that would like to help with this to sign up to our research panel.

   Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.

   Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.

   Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.

   We understand our customers would like to be more involved as we… more

7. Xero Projects - Have an option to "mark all untracked expenses as invoiced"

   We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
   Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as invoiced" seems logical.

   We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
   Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as… more

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8. E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and find third-party apps that support dual-language invoicing and ZATCA e-invoicing compliance (e.g., Sahab, Fatoorah, ZATCA E-invoice solutions).
   These apps can automatically generate invoices in both English and Arabic, ensuring compliance with Saudi tax laws.
   App Features:

   The integration app should allow for:
   Automatic generation of English & Arabic language invoices.
   Support for QR code generation on invoices (for ZATCA compliance).
   B. Manual Template Customization (If No Integration App is Available)
   Custom Invoice Templates:

   Xero allows you to customize invoice templates, but this typically requires a developer or technical setup.
   To create a dual-language invoice, the template must be manually edited to include both English and Arabic fields for items such as product descriptions, taxes, and terms.
   Steps:

   Go to Settings > Invoice Settings.
   Customize the template by adding fields for both English and Arabic.
   Use HTML or CSS (if needed) to create a format that displays both languages side by side.
   However, this method can be complex and might not automatically adapt to various languages.

   1. Adding QR Code for ZATCA Compliance on Invoices ZATCA requires invoices to include a QR code that contains the invoice details for validation. This can be added through integrations or custom development.

   A. Using a ZATCA-Compliance App
   Many third-party apps in Xero’s marketplace can automatically generate QR codes for ZATCA-compliant invoices.
   Example: Integration with platforms like Fatoorah, Sahab, or ZATCA API can automatically add the QR code.
   Ensure that the app includes the following data in the QR code:
   Invoice ID
   VAT Amount
   VAT Rate (15%)
   Transaction Date
   B. QR Code Manual Generation (Custom Solution)
   If you’re working with custom templates:
   Generate QR Codes via a third-party tool (e.g., QR Code API or Google’s Chart API) and manually embed it in the invoice template.
   Use the ZATCA specifications to ensure the correct data is embedded within the QR code for ZATCA compliance.
   3. Steps to Implement Dual-Language Invoices and QR Code in Xero
   Step 1: Install Third-Party App for ZATCA Compliance (Dual-Language & QR Code)
   Go to Xero Marketplace and install a third-party app that supports:
   Dual-language invoices (English & Arabic).
   QR code generation for ZATCA compliance.
   Integration with ZATCA API for e-invoice submission.
   Recommended Apps:

   Fatoorah or Sahab (supports e-invoicing in Saudi Arabia).
   Step 2: Set Up Language Preferences
   In the third-party app, configure the default language to show both English and Arabic.
   Ensure that Arabic translations for products/services, VAT details, and terms are accurate.
   Step 3: Enable QR Code Generation
   Ensure the integration app is configured to automatically generate a ZATCA-compliant QR code.
   The QR code should contain the necessary details such as:
   Invoice number
   Date of issue
   Tax amount
   VAT breakdown
   Step 4: Create and Send Dual-Language Invoices
   When creating a new invoice, the dual-language invoice will be generated automatically (both English and Arabic).
   The QR code will also be included on the invoice for ZATCA compliance.
   Preview the invoice and ensure both languages appear, and the QR code is scannable.
   Step 5: Submit to ZATCA (if integrated)
   If the third-party app supports direct ZATCA submission, invoices will automatically be submitted to the ZATCA portal.
   If not, you can manually submit e-invoices via the ZATCA system or use the app’s API.
   4. Conclusion
   While Xero doesn’t natively support dual-language invoices with QR codes for ZATCA compliance, integrating third-party solutions can streamline the process. Here’s a quick summary:

   Install a ZATCA-compliant third-party app (e.g., Fatoorah or Sahab) for automatic generation of dual-language invoices (English and Arabic) and QR codes.
   Configure the language settings in the app and ensure QR code generation is enabled.
   Generate, preview, and send ZATCA-compliant invoices to your clients.
   By leveraging the right tools and integrations, you can meet Saudi Arabia’s e-invoicing regulations while maintaining efficient operations in Xero.

   To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

   1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

   A. Using a Third-Party Integration App
   Search for ZATCA-Compliance Apps:

   Go to Xero Marketplace and… more

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.

9. Tracking Summary Report - Add quantity Column

   Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

   *Screenshot 1 attached shows the product idea requested
   *Screenshot 2 shows the quantity column where the quantity was originally entered
   on the "Receive Money" transaction.

   Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

   *Screenshot… more

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   2 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We're grateful for your engagement and letting us know the changes that matter to you.

   We're continuing to track the interest for adding quantity as a column to the Tracking Summary report. This isn't something we have any plans for at present. If there are any updates we'll share with you here.

10. Contacts - Ability to select a person instead of company name for all instances of use

    In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we need to change the person or email. This change would also allow better synchronization with other business programs like Outlook, Hubspot, and many other CRM platforms. Or, another option is to have the ability to select which person from a business should be addressed instead of it only being the primary. We need the ability to select a specific person instead of only the business name is the main necessity.

    In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we… more

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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support 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.

    We've also found a similar idea that relates to invoicing, so we've added your vote there too.

11. quotes to invoice should have option to change order in xero app

    quotes to invoice should have option to change order in xero app

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Davinder, we'll need a bit more information to review your idea here. When you say change the order can you share some more detail - is this to change the order of the items within the invoice?

    Also, please share as much detail as you can about the benefit you'd find in having this feature. Thanks

12. Plan - Free option for new entrepreneurs

    I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.

    I mention to each of them to transition to Xero once their business will have overgrown Wave free version.

    I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.

    I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying more as their business grow.

    Thank you for offering the best accounting software in the world!

    I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.

    I mention to each of them to transition to Xero once their business will have overgrown Wave free version.

    I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.

    I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying… more

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    0 comments  ·  Subscription & support  ·  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 will be in touch soon to update you once your idea has been reviewed.

13. UK payroll - Ability to include additional fields in Pension Contribution Report

    Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.

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    submitted  ·  5 comments  ·  Payroll  ·  delete…  ·  Admin →
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14. Contact - View Available Credit

    Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.

15. Demo Company (US) - Add the Reconcile Period feature

    It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.

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    submitted  ·  1 comment  ·  Accounting features  ·  delete…  ·  Admin →
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16. Projects - Display potential project margin and variance

    To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.

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17. New invoicing - Option to leave date field blank like classic invoicing

    In New Invoicing can the Date field be left blank when in draft status as per previously. Regularly I create draft invoices and want to continue to be able to leave the date blank or to put tentative dates in before moving forwards int he process.

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    submitted  ·  11 comments  ·  Business features  ·  delete…  ·  Admin →
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18. NZ GST - GST return note

    With the old GST return layout, you used to be able to add a note on the return as to why you made an adjustment, can this be bought back please

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19. Invoice Template - Allow Multiple Payment Services

    It would be great to be able to show two payment services on the invoice template. Currently you can only select one option from the drop down. We offer POLi payments and credit card payments via Stripe but cannot currently display both options using the invoice template. We have to manually select both options on each invoice & this is quite time consuming when issuing a large number of invoices.

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

    Thanks for sharing, Julie - It's good to hear you're aware of the ability to provide this on an invoice by invoice basis. It's not something we have plans for extending to Invoice templates/branding for the time being, but we'll track the interest from your idea here and share if any plans are made. 🙂

20. Invoice Template - Setting for Decimal format

    Invoices Australia
    An update in the last few months bought inconsistency into the invoicing format in terms of the decimal points on the unit pricing. It would be good to be able to define this - to two, three, four decimal points so that there is consistency on the invoices rather than some units at two and some at four decimal points.

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

    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support 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.