For small businesses

1015 results found

1. AU Payroll - Superannuation Authorisation Message - Resend authorisation code

   Adding a "Resend authorisation code" link on the approval page for a batch.

   Purpose: To make sure authorisation code is sent for an approval, in case the code hasn't been received.

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   0 comments  ·  Payroll  ·  delete…  ·  Admin →
   delivered  ·  AdminHannah G (Admin, Xero) responded

   Hey community - we've delivered this idea 🎉

   If the nominated authoriser hasn’t received the SMS, you can Resend a new code from within the Pending Approval super batch.

2. Joblogic integration - Selections for invoice status

   When syncing invoices from Joblogic to Xero, they post straight to approved status - can a feature be added so they can be posted to 'awaiting approval' to avoid dating errors on the invoices?

   Thank you

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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Parris, many of our applications have designed and built their integration with Xero themselves. They are best placed to engage with on any changes you feel could enhance your experience when integrating data from their application to Xero.

3. AU Payroll - Superannuation Payment Reporting - Column for Paid on time and Paid late

   Subject: Enhancement Request: Superannuation Payment Reporting

   Dear Xero Team,

   I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in various formats (PDF, Excel, etc.).

   Implementing this feature will save significant time and reduce errors, enhancing both efficiency and accuracy in managing superannuation payments. The visual indicators and automated categorization will simplify the process, making it user-friendly for both experienced accountants and newcomers. This enhancement aligns with Xero's commitment to providing powerful, user-friendly accounting solutions and will ensure compliance with tax regulations while improving the overall user experience.

   Thank you for considering this suggestion.

   Subject: Enhancement Request: Superannuation Payment Reporting

   Dear Xero Team,

   I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in… more

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   submitted  ·  1 comment  ·  Payroll  ·  delete…  ·  Admin →
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4. Ability to change columns in screen view

   Can you please add the ability to resize and delete online columns we see. Xero keep changing the columns in various screens (the latest is in Bank Statement lines).i now have columns so small they take multiple lines (ONE IS THE DATE!), in order to add columns with nothing in them/data I don't want to see.

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   0 comments  ·  Business features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, really appreciative of the feedback. You'll find with our technology upgrades we're building more consistency throughout the product. 

   
   While not the ability to switch order, new invoicing does allow for you to hide/select specific detail of your invoice from showing, and you'll find many reports have great flexibility on what data and how this is shown. 

   
   That being said we don't have intentions of developing capability to fully customise the columns of list views across Xero any time in the near future. I'll close this request so it's clear for anyone else viewing.

5. Invoicing - Keep Classic Email Template as an option

   Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details

   As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.

   1. Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.

   2. Redundant Summary Details: Entities responsible for payments meticulously review each invoice item to process payments accordingly. Therefore, summarising these details in the email adds no functional value and complicates the payment process, as they cannot merely pay a lump sum based on the email summary.

   3. Simplicity is Key: Our clients prefer straightforward communication. The additional elements introduced in the new template clutter the email, deviating from the clean and direct format that our clients appreciate.

   4. Privacy Concerns: The new template increases the risk of financial information being exposed inadvertently or through security breaches. The visibility of invoice details within emails could potentially reveal sensitive client data to unauthorised viewers, thereby compromising privacy.

   5. Request for Consistency: The Classic Invoicing system's email template was well-received and effective. Is there a specific reason why the Product Team cannot maintain this format? Keeping it would avoid these issues and support our goal of delivering an undistracted, high-quality client experience.

   I believe reverting to or allowing an option to maintain the Classic Invoicing email template could significantly enhance the service experience we strive to provide. I would appreciate the Product Team's consideration of these points and look forward to a resolution that aligns with the needs of businesses focused on providing an exceptional client experience.

   Regards,

   Andrew Chadwick

   Feedback on the Updated Email Invoice Template: Prioritising Client Experience Over Financial Details

   As a business owner wholly committed to providing exceptional customer service, I've encountered significant issues with the new email invoice template that I believe warrant urgent attention from the Product Team.

   1. Focus on Experience, Not Payments: Our aim is to immerse our clients in a seamless service experience. By prominently featuring payment details in the email, it inadvertently shifts the client's focus from the quality of service to financial transactions. Clients should have the option to review detailed financials at their discretion by accessing the invoice themselves.

   2. … more

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

   Thanks for your feedback, Andrew. 

   We appreciate the new view may not be to everyone's liking. If you'd prefer to strip this back, you can edit your Sales invoice Email template/s to uncheck the option of 'Include action to online invoice and detail summary' as shown in my screenshot. 

6. Quotes - Restrict users to send quotes but not invoices

   Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk of unauthorised sales invoices being sent. I suggest another level of approval to solve this issue or provide the option to submit quotes for approval.

   Currently, due to the lack of an approval option for a quote (which is a different product idea), I will need to provide the quote creator the right to send quotes directly to customer without reviewing (to avoid having another user to have to login, after being notified per email/whatsapp about the draft created, to review the drafted quote and send to client - very inefficient process). Once I provide an user the right to send quotes, they also have the immediate right to send sale invoices although the approval for a invoice is a non-negotiable. It creates the risk… more

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   submitted  ·  0 comments  ·  Settings & user roles  ·  delete…  ·  Admin →
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7. 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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8. 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

9. Credit note - Explanation

   Credit note - please do not change any unit price after a partial credit has been raised

   For example, we have invoiced (tax exclusive)
   Quantity / Unit price
   2/ 25
   2/ 25
   2/ 25
   4/ 25
   2/ 50
   3/ 50
   4/ 50
   10/ 50

   Client request to have credit on one of the lines (tax exclusive)
   Quantity / Unit price
   2/ 25

   After the credit note approved, client request another credit on the same invoice. Now, when we go to the invoice and add credit note, Xero will show, (tax exclusive)
   Quantity / Unit price
   2/ 23.96
   2/ 23.96
   2/ 23.96
   4/ 23.9575
   2/ 47.915
   3/ 47.9166
   4/ 47.9175
   10/ 47.917

   Why are the unit price been changed??? Unit price is the price that we always charge / credit to client. Why it has been changed to a weird number after a partial credit been done?

   Credit note - please do not change any unit price after a partial credit has been raised

   For example, we have invoiced (tax exclusive)
   Quantity / Unit price
   2/ 25
   2/ 25
   2/ 25
   4/ 25
   2/ 50
   3/ 50
   4/ 50
   10/ 50

   Client request to have credit on one of the lines (tax exclusive)
   Quantity / Unit price
   2/ 25

   After the credit note approved, client request another credit on the same invoice. Now, when we go to the invoice and add credit note, Xero will show, (tax exclusive)
   Quantity / Unit price
   2/ 23.96
   2/ 23.96… more

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   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   not planned  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Cargo Plus, it's a bit hard to confirm the scenario you've noted here - although do appreciate the detail you've given.
   I'd recommend coming into Xero Support by raising a case through Xero Central where one of our specialists can dig into the detail to help explain and provide understanding of the best way to handle these situations with your clients.

10. Xero Mobile - Bank Reconcilation: Notify when more than one potential match

    Mobile/ipad bank reconciliation

    Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)

    Else payments can be matched to incorrect same value invoices - what a headache to fix later..

    AND

    … find and match can only search by name or invoice number -

    Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)

    Thank you

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11. Stripe - Improve ACH bank transfer to include current balances/overpayments

    I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

    ACH Payment Process Concerns
    Overpayment Issues

    One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can lead to complications.

    Example Scenario
    Let me illustrate with an example:

    • A client is billed $250 monthly
    • The payment link only allows for a $250 payment
    • The client owes a total of $750 and wishes to pay the full amount
    • When paying $750 through Stripe, only $250 is applied to the invoice
    • The remaining $500 sits in the Stripe account, unallocated

    This situation creates unnecessary complications and additional fees for both the business and the client.

    Suggested Improvements

    To address these issues and potentially save businesses significant amounts in fees, I propose the following enhancements:

    1. Include Current Balances: Display the current total balance owed within the invoice payment links, not just the single invoice amount.
    2. Allow Flexible Payment Amounts: Enable clients to pay any amount up to their total balance due, rather than limiting to a single invoice amount.
    3. Automatic Application of Funds: Develop a system to automatically apply excess payments to outstanding invoices in Xero, rather than leaving funds sitting in Stripe.

    Current Workaround and Its Drawbacks

    The current workaround involves creating a new invoice in Stripe to allocate the excess funds. However, this solution is far from ideal:

    • It incurs additional fees (0.50% of the total amount)
    • It results in duplicate invoicing (in both Xero and Stripe)
    • It creates unnecessary administrative work

    Impact on Businesses

    This issue is likely affecting many of your clients, potentially costing them millions in unnecessary fees. It also creates inconvenience for both businesses and their customers, as they must now pay each individual invoice link separately to avoid these complications.

    Call to Action

    I strongly urge you to prioritize addressing this issue. Implementing a system that shows current total balances and allows for more flexible payment amounts would significantly improve the user experience and demonstrate that Xero is looking out for its clients' best interests.

    In the meantime, I find myself in the unfortunate position of having to advise my clients to pay each individual invoice link separately, which is inconvenient and time-consuming for all parties involved.

    Thank you for your attention to this matter. I look forward to seeing improvements in this area that will benefit all Xero users.

    Sincerely,
    Michael Joseph

    I am writing to bring your attention to some significant process issues related to payments on invoices that I've encountered after using the Stripe service for just one month with only two transactions. As a new user, I believe these issues warrant your immediate consideration to improve the service for all your customers.

    ACH Payment Process Concerns
    Overpayment Issues

    One of the main problems I've encountered is related to overpayments when using the ACH process to receive payments from our customers. The current system does not seem to account for outstanding balances beyond the single invoice being paid, which can… more

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    submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
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12. Expense Claims | To review - View files attached

    Having an option to customize the details on the main "Expense Claims - To Review" screen (Business > Expense Claims) would be very helpful. A “detailed view” option, allowing key information to be seen at a glance, would streamline the approval process by reducing the need to open each individual claim. Specifically, seeing if an attachment has been added, with the ability to hover to expand it directly from the main screen, would significantly speed up reviews and approvals.

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13. Purchase Orders - Option to move back to Draft status

    Purchase orders should be able to go from approved back to draft inside XERO so that integration to other stock systems does not fail when changes are made in 3rd party stock management systems.

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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

14. Fixed Assets - Find and Recode

    Requesting to add find and recode option for Fixed Assets also

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15. 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

16. Draft invoice save prompt

    Add a prompt to save a draft of an invoice when leaving the invoice screen to add or change a contact or address or check something.

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

    Aah perfect sound like new invoicing is the solution for you here then, Kevin. As mentioned from a draft invoice as soon as you add a contact Xero will begin autosaving any data you enter.

17. Invoice Templates - Customize header for Paid Invoices

    Would like to have the ability to customize the header for a paid invoice to be TAX INOVICE while the unpaid invoices are just called Invoice. Currently the templates allow for a custom title for the over due invoices, approved invoices but not paid invoices.

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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

18. sales invoices default landing tabs

    When I save/submit for approval an invoice Xero always takes me back to the Sales Invoice "Drafts" tab - it would be great if the default was to take me back to the same tab

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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Carla, just to check when you say take you back to the same tab would that be the same list view that you started from or the same invoice that you have just saved?

19. Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status

    Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.

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20. Bills - Option to tick items and move to the relevant tab

    We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL

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    submitted  ·  AdminEthan M (Admin, Xero) responded