For small businesses

4586 results found

1. Bank Feed - Charities Aid Foundation (CAF)

   For Xero to expand their bank feed connections to develop a feed that supports Charities Aid Foundation (CAF)

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   45 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

2. Multicurrency- Batch payments of Foreign Currency Bills.

   Batch payments of Foreign Currency Bills.

   Dear Xero,
   Please consider the feature of being able to batch up foreign currency Bills. We often pay multiple invoices in one go, having to reconcile and mark as paid 10 invoices is extremely time consuming.

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   173 comments  ·  Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

   Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

   We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

3. Bank | Ability to reconcile period - Regions outside CA and US

   Ability to reconcile transactions to a bank statement at the end of a period, and closing it to prevent transactions being deleted or unreconciled in that period.

   This feature is currently available to US and CA organizations(https://central.xero.com/s/article/Reconcile-a-period) - This idea is asking for this feature to be extended to all regions.

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

   Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

   We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

4. New Invoicing - History to include if invoice is resent

   When an amendment is made and the invoice resent it needs to record who it has been sent to

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   80 comments  ·  Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

5. Just Ask Xero(JAX) - Ability to turn off (after it goes live)

   Today, I received an email from Xero, enthusing about the upcoming feature called JAX "Just Ask Xero". Apparently, this is a generative AI assistant.

   Once it goes live, I will want to know how to turn it off. I will never use it - if I need help creating an invoice, there's a help file for that, and checking an AI's work takes as long or longer than just doing it myself in the first place - and see no reason to waste processing resources on something I will never use. Ensuring efficient use of processing resources is also critical for people who are using Xero in internet black spots (most of Australia outside metro areas and off national highways) or in times of network congestion.

   Today, I received an email from Xero, enthusing about the upcoming feature called JAX "Just Ask Xero". Apparently, this is a generative AI assistant.

   Once it goes live, I will want to know how to turn it off. I will never use it - if I need help creating an invoice, there's a help file for that, and checking an AI's work takes as long or longer than just doing it myself in the first place - and see no reason to waste processing resources on something I will never use. Ensuring efficient use of processing resources is also critical… more

   60 votes

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   31 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can dismiss it in the same way, after which you won't be prompted to try JAX again.

   If you've already sent JAX a message and would like to opt-out of the beta you can do so by clicking the 'More features' button in JAX where you'll see an option to 'Opt-out'.

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can… more

6. Invoicing - Make the History & Notes the same as in Classic Invoicing

   Please leave the history of an invoice EXACTLY as it was in the classic invoicing.

   The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.

   I really don't understand why so many important features from the classic invoicing has been omitted.

   OR

   let your customers continue using the classic invoicing as they like

   745 votes

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   167 comments  ·  Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

7. Bank Feed - Aldermore bank

   For Xero to expand their bank feed connections to develop a feed that supports Aldermore bank

   63 votes

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   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
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8. Bills - Option to customise or turn off "Duplicate Bill" review messages

   The periodical message that highlights "duplicate bills" and invariably just list recurring monthly bills from suppliers is incredibly annoying and simply wastes time.

   There should be an option to disable it. If users genuinely find it useful they could then of course utilise it, but for those of us who don't the ability to switch off would be beneficial.

   36 votes

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   submitted  ·  27 comments  ·  Business features  ·  delete…  ·  Admin →
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9. Prepayments & Accrual Schedules

   Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.

   For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you can then run the prepayments for the month/period and it would create those journals in the frequency you have set (i.e. days = 1 journal per day or months = 1 journal per month).

   For Accruals, you could press a button to create an accrual. From here, you would fill out the supplier, amount, start date, end and period (similar to the prepayments section). The Accruals can be ran from the same page as the prepayments. When the invoice relating to that accrual is added to Xero and allocated to the accruals nominal, Xero detects this & puts it in the draft section where the prepayments are. The user would then click on the draft and assign the previously set up accrual schedule to the invoice and would create a journal to release the difference at the end of the accrual schedule.

   Instead of using spreadsheets, it would be very handy for Xero to have prepayment & accruals schedules built-in that act similar to the Fixed Asset function.

   For example, when you allocated a new invoice to the prepayment nominal, Xero would detect that transaction and add it to the schedule. At the end of the month, you access the Prepayment & Accruals screen, go to drafts, and fill out a form giving it the period with su[plier, start date, end date and number of days/weeks/months it lasts (this would determine how often a journal is created when ran). Once done, you… more

   70 votes

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   submitted  ·  14 comments  ·  Accounting features  ·  delete…  ·  Admin →
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10. Bank feed - Unity Trust bank feed

    For Xero to expand their bank feed connections to develop feed that supports Unity trust bank

    47 votes

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    submitted  ·  6 comments  ·  Accounting features  ·  delete…  ·  Admin →
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11. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    When choosing item code and description, I want the ability to leave the rest of the fields blank. Classic invoicing had no problems with it. The new invoicing wants to populate QTY, UNIT PRICE and AMOUNT. Makes the invoice look unappealing.

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    497 votes

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    80 comments  ·  Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

12. AU Payroll - Ability to apply work patterns to part time employees

    Suggest the ability to apply work patterns to part time employees. For example, we have a part time employee who works 7 hours on Mon, 6 hours on Tues and 6 hours on Wed.
    At the moment, if a Public Holiday falls on a Monday, it does not correctly work out hours worked.
    The same happens if Annual Leave is taken; incorrect hours are calculated which affects AL accruals.
    Hours worked have to be calculated and added manually.

    206 votes

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    submitted  ·  43 comments  ·  Payroll  ·  delete…  ·  Admin →
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13. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
    300 votes

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    submitted  ·  27 comments  ·  Business features  ·  delete…  ·  Admin →
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14. Email Settings - Custom sending domain security SPF;Dkim;Dmarc

    With the implementation of Google and Yahoo email security please enable the ability to send out invoice, quotes and statements using our own domain.

    We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.

    Xero needs to implement the ability to send from Xero from our own domain.
    Please furnish us with SPF sending ip/include host name and DKIM certificate. This will reduce the number of email blocked/junkmail, and increase the security of mail sending.

    97 votes

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    submitted  ·  32 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
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15. Bank Feed - Cynergy bank

    For Xero to expand their bank feed connections to develop feed that supports Cynergy bank

    29 votes

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    submitted  ·  10 comments  ·  Accounting features  ·  delete…  ·  Admin →
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16. Invoicing - Remember default settings

    New Invoicing should be the same as the classic in that it remembers default settings for emailing like sending yourself a copy and attaching files. Until this is resolved do not discontinue the classic invoicing setup.
    It's going to be very frustrating otherwise :)

    406 votes

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

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

    Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

17. New invoicing - Option to use Xero Network

    xero to xero Invoicing

    We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.

    On 02 Sept 2024 this version will retire and only New Invoicing will be available.
    We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).

    Are the technical teams still working on this to have the option available or will this option fall away?

    Thank you
    Chantelle

    Michael
    Support specialist
    Yesterday 5:05 PM
    Hi Chantelle

    As you’ve found, there’s no functionality in New Invoicing to use Xero to Xero invoicing, as this option is being retired.

    However, you can raise a suggestion directly with our product team to suggest they implement this functionality in the New Invoicing functionalities, as they're still developing additions and improvements to New Invoicing.

    I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts.

    Xero Product Ideas: Xero to Xero

    Kind regards

    Michael

    xero to xero Invoicing

    We use the Classic Invoicing version on Xero to send Invoices to our inter-companies and clients who are also registered with Xero.

    On 02 Sept 2024 this version will retire and only New Invoicing will be available.
    We are not able to select "send via Xero Network" from the New Invoicing option (using our Xero Network Key).

    Are the technical teams still working on this to have the option available or will this option fall away?

    Thank you
    Chantelle

    Michael
    Support specialist
    Yesterday 5:05 PM
    Hi Chantelle

    As you’ve found, there’s no functionality in New Invoicing… more

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    162 comments  ·  Business features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve been working hard to continue delivering valuable enhancements for our customers, and we know from your feedback being able to send via the Xero network from an invoice was important to how you invoice with Xero. 

    I’m pleased to share this feature is in the process of being released, currently with 50% of users we expect to have this in everyone’s hands soon. 

    Once available, when creating an invoice if you enter a Contact you’ve saved a Xero network key for you’ll see an option beneath the invoice appear ‘Send via Xero network’ (similar to when you send an eInvoice). As an addition, with the way we’ve rebuilt this feature you can now also include any attachments when sending the invoice. These'll be received on the draft bill created in your customers org! I’ll round back to confirm when this is live to everyone 🙂

18. Short-term cash flow, mix invoices with projections

    When viewing the 90-day short-term cash flow projection, payments from our on-site shop show 90 days of predicted income. However, for customers with existing invoices in the system, only those invoices are displayed.

    The issue arises when customers have only 30 or 60 days of invoices, causing a drop-off in the cash projection after 60 days.

    Proposed Solution:

    1. Combine existing invoices in Xero with predictions for future invoices.
    2. Automatically remove these predictions when an actual invoice is entered into the system.
    23 votes

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    submitted  ·  3 comments  ·  Business features  ·  delete…  ·  Admin →
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19. Invoicing - Add Payment details on invoice screen

    When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.

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    342 votes

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    63 comments  ·  Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

20. Profit & Loss report | Custom - Ability to format formulas

    When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.

    Can this be updated so to enable formatting at this level.

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    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
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