For small businesses

923 results found

1. 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

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2. 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

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   0 comments  ·  Payroll  ·  delete…  ·  Admin →
   not planned  ·  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

3. Direct debit payments for SEPA region

   We are looking for a solution where we can generate a SEPA direct debit XML from customer and invoice data in Xero. This XML format is called PAIN.008.001.02 which is supported by all 31 countries in the SEPA region (including the UK). Every bank in the SEPA region lets you upload a PAIN.008.001.02 XML file to collect direct debit.

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   0 comments  ·  Business features  ·  delete…  ·  Admin →
   delivered  ·  AdminDana A (Admin, Xero) responded

   Hi everyone, appreciate your input here. And thanks to those of you who provided some options too!
   
   As you're aware, we don't restrict currencies/locations from our side, so you can integrate a payment service that supports direct debit payment that's available for the SEPA region.
   
   One of the options that we can suggest to you is to set up GoCardless as a payment service in your Xero org, as they support Direct Debit schemes for this region. You can also check out their API documentation here, if you need to see it.
   
   That being said, we'll mark this request as 'delivered'.

4. 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.

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5. 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

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   0 comments  ·  Subscription & support  ·  Edit…  ·  delete…  ·  Admin →
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6. 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

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   3 comments  ·  Subscription & support  ·  delete…  ·  Admin →
   not planned  ·  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.

7. export contacts list - presently doesnt include ABN

   ABN number needs to be included on this report as this is presently excluded
   company name / address/ banking details / legal name etc are all included.
   is it possible to include the ABN?

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   0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
   not planned  ·  AdminEthan M (Admin, Xero) responded

   Hey Kellie and Tracey :) 

   
   

   I've just confirmed for myself that this feature is already available in Xero.

   
   

   When your contacts are exported, the ABN will appear in column AF 'TaxNumber' and the ACN will appear in column AL 'CompanyNumber'

   
   

   If you're still having trouble with the export, I'd recommend reaching out to our support team for a chat!

8. 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

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9. After adding a new location, Square not synching sales from that location

   After adding a new location in Square we found that the Sales figures and expenses/tips etc where not being synched into Xero for that location. I raised a query with Xero and Square and neither side had a clue. I found the answer myself when I had to raise a query with Amaka who handle the interface, I did not really know that I had to manage the interface myself as there is no documentation from either side about this. Anway, If you log into Amaka with your Square account you can see that the new location will be there and the new location is disabled by default, so the bank feed works but Square accounts (200000 and above)do not get any transactions into the feed into Tide.
   So if you create a new location and the old location(s) are still operating, log on to Amaka and make sure that you enable the new location as soon as you have created it and before it starts getting Square transactions. I hope this helps!

   After adding a new location in Square we found that the Sales figures and expenses/tips etc where not being synched into Xero for that location. I raised a query with Xero and Square and neither side had a clue. I found the answer myself when I had to raise a query with Amaka who handle the interface, I did not really know that I had to manage the interface myself as there is no documentation from either side about this. Anway, If you log into Amaka with your Square account you can see that the new location will be there… more

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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   not planned  ·  AdminEthan M (Admin, Xero) responded

   Hey Prasopchok, thanks for sharing this suggestion!

   As Xero has an open API, anyone can develop integrations for it without providing us with documentation. 

   If you need a hand getting set up with the Xero / Square integration, I'd check out this guide from Amaka. There's a link at the bottom of their page to reach out to their support team 😊

   
   

10. 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.

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    0 comments  ·  Business features  ·  delete…  ·  Admin →
    not planned  ·  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

11. 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

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12. Reporting - Default Trial Balance date to Today

    When pulling the Trial balance it keeps defaulting back to the last financial year. Why not set it up to default to "Today" as most of the time you are pulling the Trial balance as it is today. Then if you want to see the Trial balance for the prior financial year will have it already on there in the last column. We pull the Trial balance regularly for reconciliations and it wastes time to keep changing the date and then click update. Although it does not take long to do this, it is still time wasted.

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    not planned  ·  AdminEthan M (Admin, Xero) responded

    Hey Anita! 

    Thanks for sharing this suggestion with the community. I've confirmed with the team that are no plans to change the date that the Trial Balance report defaults to.

    However, if there's specific dates or filters you'd like to use each time you run the Trial Balance report, I'd recommend creating a custom report that defaults to today's date.

13. 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.

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14. 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
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15. 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

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16. Reporting - Supplier Transaction & Payment Report

    It would be really useful to view supplier invoices and payments on the same report like a Supplier Ledger. Currently I need to view the Expenses by Contact report for invoice history and then go into Bank Account Transactions and search for payments for a particular supplier, and there seems to be no option to print or export out once you search. In other systems this is a standard report and is very handy when checking inter-company transaction history across a group of related entities. Does anyone have a better workaround?

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    delivered  ·  AdminRudi Moritz (Admin, Xero) responded

    Totally appreciate continued interest in being able to see more in your supplier interactions. Now in Oct 2021, we've been continuing to improve & evolve Xero reports.
    
    Along with the series of Contact Transactions reports, there are our Payable Invoice reports, and a fresh Income & Expenses report which can easily be run for just Expenses.
    
    You'll also find the Account Transactions report can be filtered by 'Description' containing contact name, and a filter for 'Source' so you can select the specific transaction types you'd like to view data for.

17. NZ Payroll - Separate "Post" and "Submit to IRD" actions

    Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.

    It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.

    We would prefer to post the pay run, send payslips, complete banking, and then submit to the IRD as the final step. It would be ideal if Xero could introduce two separate icons—one for "Post" and another for "Submit to IRD"—to give users more control over the process.

    Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.

    It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.

    We would prefer to post the pay run, send payslips, complete banking, and then… more

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    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
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18. MFA and Yodlee Feeds

    The issue with MFA in some banks blocking yodlee's transaction feed negates the benefit of it in the first place. You want a secure way to receive the transaction data without having someone with signing privileges (a senior exec) log in each time a bookkeeper is trying to do their work. If Xero built an easy API or a other solution that we could send to our banks and put pressure on them to build into their system I'm sure you would get a ton of buy in from the accounting community. QBO feeds have gone directly to banks with great success. Please find a way to make feeds live for all banks or give us the tools to go to the banks and pressure them to meet you halfway.

    The issue with MFA in some banks blocking yodlee's transaction feed negates the benefit of it in the first place. You want a secure way to receive the transaction data without having someone with signing privileges (a senior exec) log in each time a bookkeeper is trying to do their work. If Xero built an easy API or a other solution that we could send to our banks and put pressure on them to build into their system I'm sure you would get a ton of buy in from the accounting community. QBO feeds have gone directly to … more

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    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    delivered  ·  AdminEthan M (Admin, Xero) responded

    Hey Win, thanks for sharing your idea!

    Xero already offers an API for banking institutions to create direct feeds in to Xero, and you can read a little more about it in our blog post Xero opens banks feeds, paving the way for faster platform growth.

    For a tech-y overview, you can share this Xero Bank Feeds API overview page with your financial institute.

19. Credit Note - Create payment file for cash refunds

    There should be an option when refunding money to customers, that we can export the file for internet banking processing?

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    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
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20. Batch Payments: Customise CSV batch file

    The ability to customize a csv output file to be able to import into a banking system.

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    not planned  ·  18 comments  ·  Business features  ·  delete…  ·  Admin →