For small businesses

4742 results found

1. New Invoice - Draft Save Time

   Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to any other fields, it still takes a lot longer than it used to.

   Though I am grateful and happy that the "New Invoice - Cursor Default Position" was resolved, thank you, it is now affecting the amount of time it takes for the draft to autosave after entering/selecting the contact. The amount of time it takes for the draft to autosave is significantly longer now than it was before the cursor position was fixed. The draft is still "saving" even after I have entered the rest of the information into the date, invoice number, and reference fields. And yes, I have let it complete saving before moving on to… more

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

   Thanks for sharing, Angela. With the way autosave works, you should be able to just keep drafting your invoice and it will save in the background. So you don't need to wait.

   
   

   If you're noticing a significant lag in the invoice saving, this is best investigated by our team of specialists. I'd recommend raising a case with our Xero Support team on Xero Central who can take a closer look into this with you 1-on-1 🙂.

2. New Invoicing - Shading & Colour

   Classic invoicing uses shading on screen to help see the data fields. Recreate that in new invoicing. You might find you get a better response to new invoicing if users can easily see the data they are trying to work on rather than scanning a white screen. The content is fine, it just looks rubbish.

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3. Sales Invoice - Import with attachments

   Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.

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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.

4. Budget manager - Archive tracking budget if tracking is archived

   Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
   At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.

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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.

5. Business Activity Statement | GST Audit report - Add transactions source field

   I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it is such an easy amendment and a basic need, for BAS quality control.

   I would like the GST AUDIT REPORT to be permanently updated, so that the transaction SOURCE FIELD would be included in the report. Otherwise the report should be customisable to include this and many other fields / options, so any of us professionals and internal accountants can extract what we need to review client / business BAS data easier, and lodge the BAS's quicker. There are MANY ideas for the GST AUDIT report to be customisable and several are also relevant to me and my needs, but I couldn't find a request for this one and it… more

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6. Invoicing - Invoice multiple contacts of a group, but not all of them

   There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.

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7. AU Payroll - Superannuation end of quarter reminder

   Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

   A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

   Xero also has the ability to automate reminders to Customers around bill payment.

   Xero has the email and SMS of the superannaution approver already on file.

   Advantage of these reminders:

   • Super gets paid on time - we're all human and life can take over and sometimes things get missed - a reminder is an additional prompt.

   • Continues to reinforce to the client the importance of the payment, and that the approval should be made well before the due date

   • Reduces the risk of late super payments, which have a negative impact on clients - lack of deductibility, additional penalties, and additional SG liabilities - this also has a cost impost in the preparation of SG statements by advisors, and can create friction between the client and the advisor around "why these need to be done"

   Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

   A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

   Xero also has the ability to automate reminders to Customers around bill payment.

   Xero has the email and SMS of the superannaution approver already on file.

   Advantage of these reminders:

   • Super gets paid on time - we're all human and life can take over and… more

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

   Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.

   Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂

8. Invoice Payments - Show bank account details with pay by Credit Card option

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by many users to show an invoice summary, your customers will need to select 'Show Invoice Details' to view terms & conditions and any bank details included. The invoice view in the email link you send is a default and cannot be customized at this time; however, our product team is continuing to explore ways to update layouts for a more positive user experience."

   I would like to know who these users are who requested that bank account details be hidden from customers. Or is this another instance of gaslighting from Xero?

   I don’t understand why Xero would make these changes, which negatively impact my business. Customers have pointed out that it appears we’re encouraging payment by credit/debit card, which incurs a commission fee—a fee that benefits Xero, as they receive the surcharge! Why should our business face negative customer feedback because of Xero's design decisions?

   I would like the ability to choose how my clients view their online invoices. It’s critical for our business that customers have all the necessary information to make payments accurately! We use third-party software to create and email invoices to customers, but Xero does not allow us to add a PDF, so customers can only view the online version, which hides our bank account details and payment terms!

   I've received multiple calls from customers who were confused when trying to find my bank account details on the online invoice. They couldn’t see the bank account details immediately on the view after clicking the "Review and Pay" or "View your bill online" link in the Xero email. Initially, the invoice shows only the Stripe payment option, and customers must click "View Invoice Details" to see my bank account information. This setup is confusing and not straightforward for customers!

   According to Xero support, it’s impossible to change this view for customers:

   "As these small changes were requested by… more

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9. Repeating Invoices - Quantity of payments option

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times a repeating invoice should be sent.

   For example, if a customer was on a payment plan of 4 x $500 payments paid fortnightly.

   Currently, if the 'End Date' option was used for this and incorrectly selected, the customer might be under or over charged. Both situations are negative for the Xero customer.

   Repeating Invoices have the option to provide an optional 'End Date', however it can sometimes be difficult and/or time consuming to identify the correct end date. There's also potential to miscalculate the correct end date which can sometimes result in customers being under or over charged if the selected end date results in the wrong quantity of payments.

   It would be very useful if there was a 'Quantity' option for Repeating Invoices which would automatically select the correct end date. Therefore eliminating over/under payments.

   This feature would be useful for those who know exactly how many times… more

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10. Bank Reconciliation - Option to Save a draft reconciliation for completing later

    Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
    eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to investigate further.

    Reconciling funds - I need to be able to save Reconciling items while I'm half way through reconciling.
    eg - I receive large amounts via bank statement - eg $16,000. That $16,000 will be made up of 10 holiday home bookings. Then I break down each booking into cleaning, credit card fees, our company commission, Airbnb commission, etc etc. Sometimes there may be up to 80-100 lines of items. Currently I can not save and it is really frustrating as it can take an hour to do and then if I have to leave or can't reconcile I need to… more

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11. Projects - Undo button

    Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.

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12. NZ Payroll - Multiple employee bank accounts change in allocation of payments.

    When an employee has set amounts to be paid to multiple bank accounts, if there are insufficient funds to pay the amounts Xero allocates to the lowest amount not the order of the bank accounts. This means that payments like rent can be short paid. It would be good to have a flag notifying you of this and an easier way to reorganise the payments.

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13. New invoicing - Show warning if repeat template has been deleted

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
    Please fix this asap because it's causing a real issue.

    The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
    The new version does not give you this information resulting in confusion and wasted time.
    Please see screen shots below.
    This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.… more

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

14. New invoicing - Hide Tax Rate column

    In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.

    While we're at it, could we do the same in Billing?

    Thanks

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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… more

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16. Financial Settings - Ability to adjust time settings

    Adjust time settings in Xero for accurate timestamp reporting during BST

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Candice, timestamps in your org are set by the timezone set in the organisation's financial settings. From your idea here, would you want to be setting this manually or based off another setting somewhere?

17. Bank Reconciliation - Allow the Tax Setting to Default to Tax Exclusive

    When creating new 'spend money' transactions during bank reconciliation, allow the tax setting to match the tax setting in financial settings, if set to tax exclusive, so that it doesn't just default to tax inclusive.

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    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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18. New Invoicing - Copy invoice to keep existing email

    Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.

    Please refer to the contact details and pre-populate their contact email addresses.

    Thanks

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

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    
    

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand some users would still like to see these applied and you may like to vote on the idea here if this is the behaviour you'd like.

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    
    

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand… more

19. automate remittance advices for xero pay

    Automation of remittance advices being sent once payment batch is approved with Xero pay. Currently they are sent individually once the batch is approved and shows up on the bank account transactions list. It would be great to be able to send them out as a batch once the batch payment is approved. Also would be good if you could deselect any that you don't need to send out should that be the case.

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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20. Bills to Pay - Sort Draft Bills by order date/time created

    Hi,
    We would like draft bills to be sortable by order inputted.
    We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.

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    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
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