For small businesses

843 results found

1. Reports - showing receipts (credits), which matches bankings/receipts & can be filtered by date.

   Report similar to Approved_sentand_paid which shows receipts (Payments & credit) for a specified week and not including previous part payments in the Payment and credits collum. The report should match our banking / receipts for that specific week including part payments.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Custom Reports - Add cashflow chart to custom report

   I have successfully managed to create a custom report.

   I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)

   When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.

   I work for several charities and this report showing money in bank at start and end of month would be very useful.

   I have successfully managed to create a custom report.

   I now want to add on rows which give me the opening and closing balance each month to get a 12 month cashflow. Is there a way I can do this from the statement of cash flows (using the cash and cash equivalents at beginning and end of period)

   When I try to add rows to my custom report it doesn't seem to offer to add, but only to group item is this something that could be considered.

   I work for several charities and this report showing money in bank at… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. NZ Tax - IR3 Individual Tax Return option for end users

   I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.

   For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.

   And we can't have depreciation amounts at the same time as accounts in a report.

   We also can't limit which accounts appear in a report.

   For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts that let me categorise my personal expenses in accounts that I have specifically setup so that they don't get mixed into my business information.

   Previously to Xero, I used a bank account importer, and a spreadsheet for 20 years as a sole trader. Worked fine, if not very elegant.

   Now I find that in order to submit my IR3 return, I can get various pieces of information out of Xero, which I then type into my IR3 return spreadsheet.

   There's no way of getting this specific information out of Xero as a report.

   PLEASE, PLEASE just give us the ability to get our specific information out in one go.

   An IR3 report (that we can adjust) would be a good start.

   But it definately needs the ability to limit which accounts are appearing in that report.

   I am a sole trader. I started using Xero to see how it helped with my taxes. The road has been... rocky. Largely because Xero largely ignores soletraders and their specific needs.

   For instance, Xero has no IR3 reports (NZ IRD) set up that we can use.

   And we can't have depreciation amounts at the same time as accounts in a report.

   We also can't limit which accounts appear in a report.

   For me, as a sole trader, I have wound up with personal and business expenses and income mixed in my bank accounts. I have also created personal accounts… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Multiorganization Reports

   Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

   Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

   Purpose: A report that would allow users the ability to extract KPIs from multiple organizations that they manage.

   Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

   Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

   Purpose: A report that would allow users the ability to extract KPIs… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Reporting - Running scenario analysis with draft transactions

   Dave Andrews asked a question.
   Edited Tuesday, 15 August 2023 12:36 PM

   Can one create a report based on DRAFT information eg Draft invoice not approved
   Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).

   For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I see there is a way to "save as a draft or published"report but get the sense it does not contemplate what I describe above. A "what if " type exercise is one way to characterise it. Thank you

   Paul Hodges (Xero)
   Hey Dave
   Although you can include Draft invoices and bills in the Receivable and Payable Invoice Summary reports, you can't currently report on the effect un-approved items would have on your accounts.
   You might like to share this idea with other users on our Product ideas site, as this is helps our Product team to consider future changes.
   Tuesday, 22 August 2023 9:31 AM

   Dave Andrews asked a question.
   Edited Tuesday, 15 August 2023 12:36 PM

   Can one create a report based on DRAFT information eg Draft invoice not approved
   Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).

   For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

6. Invoices - Add a column to show if customer has been billed

   It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.

   It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.

   Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.

   Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens of thousands from a simple oversight.

   Very disappointing it's not resolved still.

   It still seems absolutely staggering that you can't add a column to the payable invoice summary report showing to which customer each invoice has been billed.

   It would then be very easy to scan down and see if any invoices which should have been billed out haven't been.

   Missing assigning an invoice to a customer is a major area of financial risk and it's so easy to do on Xero and no way to easily check.

   Many people are unhappy about this and surely the big concerns and risk areas should be a priority? A business could easily lose tens… more

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

7. AU Payroll - Do not update historical payslips when new leave balances are added

   We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated to show this accrued balance (so they no longer reflect what was provided to the employee at the time of payment or what was filed). We understand where the figure came from, (the balance should been cleared at the time of payout, however the leave type in payout was coded elsewhere to another AL and therefore the balance remained in this one), however historical data on payslips should not be amended in anyway. Put simply its illegal to make changes to a payslip after its been issued to an employee. This balance should not of shown in the leave tab within in the employee, and future payslips (if not rectified), but should be changing prior payslips after the fact. in summary, all historical data should be locked so that nothing can be amended after filing/providing to the employee.

   We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

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

   Hey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.

   • If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
   • In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.

   We have help for both of these processes detailed in this article on Xero Central.

8. NZ Payroll - Allow net pay field to be highlighted in Pay Employees screen

   It appears that in the last two weeks (submitted 23/2/2022) Xero rolled out a change to payroll, which possibly has some unforeseen implications.

   It used to be that if you were only paying a small number of employees at one time, you could use the summary screen (capture attached) to copy and paste the net pay figure for each employee to your online banking portal to effect the actual payment(rather than exporting to a file, and then importing the file to the online banking which is a little clunky for small number of employees - there doesn't exist the same sort of one click export for this as does with Bill Pay). In the past this was simple, you just select the number in the net pay column and copy-paste. Now it appears that when you try to select the net pay number, the entire row instead acts as a giant hyperlink to that employees pay detail (i believe previously you had to click specifically on the employees name to access this page). This feels like a step backwards, with no benefits, but real disadvantages for some. Just let us know if unclear or this requires further clarification.

   It appears that in the last two weeks (submitted 23/2/2022) Xero rolled out a change to payroll, which possibly has some unforeseen implications.

   It used to be that if you were only paying a small number of employees at one time, you could use the summary screen (capture attached) to copy and paste the net pay figure for each employee to your online banking portal to effect the actual payment(rather than exporting to a file, and then importing the file to the online banking which is a little clunky for small number of employees - there doesn't exist… more

   •  

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Payroll  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Sounds like you're wanting to copy the employees net pay from the pay run overview screen, but it's taking you into their payslip, Tom?

   
   

   Instead you could download the payslips report by opening the required pay run, clicking 'View Reports'and selecting Payslips - This'll download a PDF with all the employees payslips included. From this, you can copy and paste each employee's net pays into your online banking. 🙂

9. UK Payroll - Seamless Payroll Integration with Crezco

   To enhance efficiency and save time, it would be highly beneficial to integrate the payroll system in Xero with Crezco Online Banking. This integration would allow wages to be paid directly through Xero, similar to how bills are currently managed. By automating the connection between Xero's payroll system and Crezco, users could avoid the manual process of downloading payroll documents, uploading them to Crezco, and processing payments. This streamlined approach would significantly reduce administrative tasks and improve overall productivity.

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. Global Pay Run - Ability to select payable account for Deductions, Taxes and Post-tax Deductions pay types

    The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).

    There are two ways I believe Xero developers could achieve this goal.

    Below is an explanation of what currently happens during pay runs:

    For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry is credit Wages Payable the amount of net pay and debit the expense account defined when setting up the pay item. A separate pay stub is created for each employee that acts similar to a bill but is not editable. You must void the pay run and recreate if an error was made.

    For pay items with a pay type set to Deductions, Payroll Taxes, Post-tax Deductions, or Employer Contributions, the journal entry is credit Accounts Payable for the full amount and debit the expense account of the expense account defined in the first pay item selected from the group above on the paystub, with exception of Employer Contributions which you can define the expense account when setting up the pay item. Xero will create a separate bill for each of these pay items in the name of the Contact defined when setting up the pay item.

    To void a pay run, you must first remove all payments applied to bills or pay stubs related to that pay run. Voiding deletes all pay stubs and bills created for that pay run.

    The first strategy would be to select a different accounts payable account for the pay items Deductions, Payroll Taxes, and Post-tax Deductions in the pay item settings.

    The second strategy would be to allow editing of the bills.

    I recommend the first strategy as the voiding logic would have to be changed as much. But this doesn't resolve the issue of having to void the whole pay run if you want to make a change of which account the transactions are posted to.

    The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).

    There are two ways I believe Xero developers could achieve this goal.

    Below is an explanation of what currently happens during pay runs:

    For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

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

    Thanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -

    We’re making some changes to help you manage your payroll more effectively;

    - From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date. 

    - Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run. 

    With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.

    For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of the plans this is available on our website, and reach out to our Xero Support team if you need any help transitioning. We also have multiple payroll app partners that integrate with Xero and you can review through our Xero app store.

    Thanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -

    We’re making some changes to help you manage your payroll more effectively;

    - From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date. 

    - Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run. 

    With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.

    For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of… more

11. Management Reports - comparison periods - averages

    Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.

    It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.

    Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this, it would be helpful to offer flexibility in how averages are calculated—for example, allowing users to choose an average over the past 12 months, rather than being restricted to the current financial year.

    These enhancements would significantly improve the usefulness of Xero’s reporting tools for management decision-making and save time in calculating a rolling average each month manually.

    Currently, when generating management reports in Xero, users have the ability to compare data across prior months and multiple periods. Some reports, like the Cash Summary, also include an “Average” option, which is a helpful feature for identifying trends.

    It would be highly beneficial to extend this “Average” functionality to all relevant reports—particularly the Profit & Loss report—to provide more consistent and insightful analysis.

    Additionally, the current average is calculated based on the financial year to date. This approach becomes less useful at the start of a new financial year when only limited data is available. To improve this,… more

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

12. AU BAS - Automatic detect for Simpler or Full BAS report

    New Xero Activity Statement Report

    It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Pricing Plans for Ignite Grow and Comprehensive - make analytics optional

    I see that in Aus the starter plans in Xero are going up by 7-12% again this year (July 2025).

    Part of the sales pitch appears to be access to analytics. Subscribers on this level are mum and dad businesses, maybe an employee or two (as restricted by Xero).

    They need a simple system they can use, they don't need or want sophisticated analytics systems. There's nothing in their accounts to analyse. They barely have time or inclination to do a bank rec.

    I find it odd that xero restrict basic functions and compliance features like invoicing, bills, payroll and super at these lower level plans, but then make it a mandatory feature of these plans to pay for higher level analytics functions these types of businesses are never going to use or need.

    I suggest it makes more sense to keep the price of these plans steady and more competitive with more access to basic functionality, and make analytics optional rather than the current model of restricting what people need and making them pay for what they don't.

    I see that in Aus the starter plans in Xero are going up by 7-12% again this year (July 2025).

    Part of the sales pitch appears to be access to analytics. Subscribers on this level are mum and dad businesses, maybe an employee or two (as restricted by Xero).

    They need a simple system they can use, they don't need or want sophisticated analytics systems. There's nothing in their accounts to analyse. They barely have time or inclination to do a bank rec.

    I find it odd that xero restrict basic functions and compliance features like invoicing, bills, payroll and… more

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Subscription & support  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    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.

14. Intergrations with mechanics desk

    Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
    Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details Such as Serial Number, VIN, Engine Model Number Engine Brand Engine Model Fuel Type Engine Type Vessel Registration also creating a checklist for customer and mechanics with all details above & Comprehensive Checklist for specific size outboards each size requires slightly different checklist
    Comprehensive Trailer Checklists
    Syncing Inventory and deleteing any duplicates, tracking expenses per supplier, inventory
    Providing storage for MSDS Sheets and all other safe compliance information regarding signage, lighting, lining, house keeping. Plenty more to ad but

    Mechanics Desk Linked together sharing data and info to provide the customer with the best quality control measures and checklist possible, ensuring productivity and efficiency is met, COGS Cost of goods sold it tracked and Reconcile alongside bank statements displaying correct values calculating profit, expenses, income, gst, and internal expenses funds Introduced also tracking internal transactions between accounts. Integrating the clock in from both mechanics desk and zero together creating seemlessly perfect time tracking with no discrepancies tracking charged hours, & non chargeable hours
    Allowing for Marine Vessel When inputting a vehicle allowing for Port Engine & Starboard Engine Details… more

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    3 comments  ·  Subscription & support  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

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

    Hi Zachary, it looks like there is an integration with Mechanic desk available. If you've already integrated this with your organisation and looking for further capabilities to what it offers we recommend reaching out to their support directly (listed under the additional info section of the Xero app store).

    As they designed and built the integration they can confirm what's possible and would need to make decisions of if this is something they'd be willing to expand their integration for.

15. Payment Services - Add Alipay as a payment service

    Proposal: Integrating Alipay as a Payment Option in Xero

    Overview
    Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

    Key Reasons to Integrate Alipay:

    China is Australia’s Largest Trading Partner

    China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method of payment.

    Providing Alipay as an option makes it easier for Chinese partners to pay invoices promptly, avoiding delays caused by incompatible payment systems.

    Alipay’s Market Dominance

    Alipay is one of the most widely used payment platforms in China, with over 1.3 billion users worldwide.

    It dominates the digital payment landscape, with Chinese businesses and individuals heavily reliant on it for transactions.

    By integrating Alipay, Xero will enable businesses to cater directly to this massive user base.

    Seamless Cross-Border Transactions

    Traditional international bank transfers are often slow, expensive, and prone to errors, especially when dealing with currency conversions.

    Alipay simplifies the process by allowing instant, secure payments while managing the exchange rate in real-time.

    This will accelerate cash flow for businesses and reduce administrative overheads related to tracking international payments.

    Increased Competitiveness for Xero

    Competitors offering invoicing software may already be looking to integrate popular international payment methods.

    Adding Alipay will enhance Xero’s value proposition for businesses that trade with Chinese partners, making it a preferred choice for international companies.

    Facilitating Growth for Australian Businesses

    Australian exporters, particularly in sectors like agriculture, education, gas, manufacturing, and tourism, rely heavily on Chinese customers.

    Allowing payments via Alipay will make it simpler for these businesses to collect revenue, helping them focus on growth and strengthening trade relationships.

    Improving Customer Experience

    For Chinese businesses and individuals, paying via Alipay is familiar, trusted, and easy. This reduces friction and encourages prompt payments.

    Businesses will experience fewer payment disputes or abandoned invoices when their customers can use their preferred method of payment.

    Strengthening Xero’s Presence in Asia-Pacific

    By supporting Alipay, Xero can bolster its presence in the Asia-Pacific region, particularly among small-to-medium enterprises looking to trade with China.

    This strategic move aligns with Xero’s goal to expand its reach and customer base globally.

    Increased Adoption of Digital Payments

    Alipay supports the global trend of moving towards cashless and digital payments.

    Adding this payment option complements Xero’s existing tools for managing invoices, automating payments, and streamlining financial operations.

    Implementation Benefits:

    Reduced Payment Delays: Faster and more reliable transactions.

    Improved Cash Flow: Businesses can access funds quickly and reduce waiting times.

    Simplified Processes: Streamlined currency conversion and automated payment reconciliations.

    Enhanced Customer Satisfaction: A payment method tailored to key trading partners.

    Conclusion
    Integrating Alipay into Xero’s platform will significantly enhance Xero’s appeal to businesses operating with Chinese customers and partners. This move will not only simplify the payment process but also improve cash flow, customer satisfaction, and Xero’s competitive position in the market. By acknowledging the needs of businesses in an increasingly global economy, Xero can continue to be a leader in innovative financial solutions.

    Proposal: Integrating Alipay as a Payment Option in Xero

    Overview
    Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

    Key Reasons to Integrate Alipay:

    China is Australia’s Largest Trading Partner

    China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. Bills - One-click Copy for commonly copied text fields

    I would love to be able to one-click copy text fields that are commonly manually copied, such as:

    • Invoice/Bill total
    • Invoice/Bill number
    • Customer ABN
    • Customer email
    • Customer address
    • Supplier BSB/account number
    • Payment/batch total

    This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.

    When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
    When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first to edit the number before pasting into Calculator.
    When pasting into email, any formatting (such as font and background colours) are automatically pasted. I am forced to right-click and select the "Keep Text Only" paste option.

    Other services such as Stripe and GitHub already do the one-click copy very well. Samples in attached image.

    I would love to be able to one-click copy text fields that are commonly manually copied, such as:

    • Invoice/Bill total
    • Invoice/Bill number
    • Customer ABN
    • Customer email
    • Customer address
    • Supplier BSB/account number
    • Payment/batch total

    This click would copy the unformatted number/text to allow pasting into another app, such as Internet Banking, Excel, Calculator, email etc.

    When paying a bill via Internet Banking, I need to manually copy the total via Ctrl-C, then paste into Internet Banking and manually remove the comma.
    When pasting into Windows Calculator (which also won't accept commas) I need to paste into Notepad first… more

    •  

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

17. Batch payment | Pay with Wise - Group supplier payments into single total amount

    Currently, when we use Pay With Wise, each bill is paid as a separate payment from Wise to the supplier. This is not the expected way, as suppliers prefer to have one payment per month which bundles all pending receivables from us. This mimics how payment batch files work.

    Please improve Pay with Wise so that multiple bills for the same supplier are sent as one bank payment.

    0 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

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

    Hi all, while we removed the Pay with Wise as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.

    Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

18. UK Payroll - PAYE payment date set

    Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Reporting - Projects billing vs quotes

    Ability to link quote and invoice (not billing from the actual quote)
    We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)

    In summary:
    A report that replicates an excel sheet that we have set up manually at the moment:

    Column 1

    Client name (data pulled from Xero software which is our accounting software)
    Client currency that they are billed in (data pulled from Xero)
    Project tasks one per row (descriptions pulled from our PROJECT QUOTES cells in Xero)

    Column 2 > quoted amount per task (data pulled from Xero quotes)

    Column 3 > cost per task (time is billed in a project management software called Avaza) - Data would be pulled from there (not sure if we can pull this data into Xero)?

    Column 4 > billed/ invoiced per task (pulled from Xero invoices)

    Ability to link quote and invoice (not billing from the actual quote)
    We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)

    In summary:
    A report that replicates an excel sheet that we have set up manually at the moment:

    Column 1

    … more
    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. UK Payroll - Option to select when Employers NI is cleared against allowances

    Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.

    However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.

    This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.

    It will also allow the firm to know the total employers NI contributed or total allowances from HMRC so far in the year without going through the payroll report. And provides adequate reconciliations of HMRC allowances.

    It is recommended that the current employers pension setup in Xero payroll where both the liability and expense are provided for should be adopted for employers NI setup.

    Currently Xero is set up to nil off both the Employer NI Expense GL and Liability GL as soon as payroll is run because employers NI contribution is always setoff against HMRC allowances.

    However, it is important to have employers NI contribution cleared only when remittances are made to HMRC and when HMRC send allowances (which is always a month accrued). The allowances are setoff against the employers NI expense GL.

    This treatment will allow the accountant to respond to remittances made to HMRC in terms of employers NI and allowances received from HMRC accordingly.

    It will also allow the… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating