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Customer ideas for Xero's business & accounting features, subscription & support, user roles, contacts and Xero Payroll

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116 results found

  1. Subject: Feature Request – Automatic Card Type Detection and Dynamic Surcharge Application

    I am writing to request a feature enhancement for Xero’s integrated payment services that would allow businesses to automatically detect the type of card a customer uses (e.g., domestic, international, credit, debit) and dynamically apply the appropriate surcharge.
    Why this feature is important:
    Card processing fees vary significantly depending on the card type and origin. Automatically passing the correct surcharge to the customer ensures transparency and helps businesses recover costs fairly.
    Manual calculation or flat surcharges can result in either under-recovering costs or overcharging customers, which is not…

    2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. 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.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
  3. 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 votes

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

    1 vote

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  5. 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.

    1 vote

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    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.

  6. It would be good if you could you could add an option where you can enter a batch of invoices from the same supplier without having to add each one separately and approving them, and then have to enter the supplier name each time.

    1 vote

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  7. Just Ask Xero (JAX) - Add Department, Reference and Branding Theme to invoice prompt

    When sending through an invoice prompt, it leaves the department, reference and branding theme empty. Is this something I'm doing incorrectly or is this feature not yet available?

    Having these features available would certainly assist.

    Thanks

    1 vote

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    Sorry to hear JAX is not performing as expected, Iwan. I can see you have raised a case with our Xero Support regarding the reference, but if you can go back and let them know that the tracking Category option is not working (and this is available in JAX) they can raise this with the Product team. I have tested this and its not working in our testing system either so please do raise this with Xero Support.


    Pricing plan related

    We appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.

  8. We really need Xero to implement the capability for small businesses to submit their UK corporation tax return online, directly without an approved xero partner, BEFORE MARCH 2026 WHEN THE HMRC ONLINE SERVICE FOR SUBMITTING CORPORATION TAX RETURNS STOPS.
    Our main justification to pay for Xero is it saves he cost of an accountant!
    Currently HMRC lists Xero as an alternative software package for submitting tax returns after March 2026; but at the moment this is not an option in Xero unless you are a professional accountancy firm approved as a "Xero partner".
    If Xero does not intend…

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  9. Classic invoicing feature missing from new invoicing format

    Some of our clients like to prepay so there are often credits to use. Upon approving an invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new invoicing to indicate there is a credit available you have to go and manually check. As well as not informing you of an available credit, if you look at the new approved invoice there is no way apply an existing credit (only to create and apply a…

    1 vote

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    Hi Claire, when you approve an invoice for a customer that has available credit, you'll receive a prompt. If you choose to 'Skip for now', you should see an option to 'Apply credit' on the approved invoice. I've attached a screenshot of these in new invoicing. 

    If you're not seeing either of these options, I'd suggest double checking the name of the contact the credit note has been created for, and raising a case with our specialists at support to take a deeper look into things with you. 

  10. Recently XERO changed the Make Payment Button so that it now contains two payment steps ABA Download, and payment of superanuation. This is great but I am finding that because both processes take you away from the wages screen,(one is to the bank and the other to the SUPER approval process) the work does not flow easily. Is it possible instead to separate the two buttons so we would have PAY WAGES as one button and PAY SUPER as separate buttons?

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.

    Please add an edit button.

    Currently, from this screen, to edit the invoice, we need to go to:
    Bills To Pay > Drafts > search for the invoice > then edit it

    Too many additional steps to edit the invoice, it should be easy from that first link.

    1 vote

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    Hi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.

  12. Proposal – Xero Expansion Strategy for Nepal

    Summary:
    Nepal presents a strong opportunity for Xero with its growing SME sector, increasing digital adoption, and government focus on VAT/TDS compliance. To succeed, Xero should focus on localization, affordability, and integrations.

    Key Recommendations:

    Localization – Automate VAT & TDS filing in government-approved formats, support NPR currency with NRB exchange rate sync, and offer bilingual (Nepali/English) invoices.

    Mobile-First Approach – Lightweight app with offline functionality, expense capture via SMS, and local-language notifications.

    Banking & Wallet Integration – Partner with leading Nepali banks (Nabil, NIC Asia, Global IME, etc.) and mobile wallets…

    1 vote

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    As you're possibly aware, Xero doesn't currently have specific features for Nepalese businesses, so for now we'd suggest using the Global edition.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  13. Dear Xero Support Team,

    I hope this message finds you well.

    I would like to request a feature enhancement within the invoicing function in Xero. As a business that offers custom pricing to different customers, I often sell the same product at varying prices depending on the customer relationship, volume, or promotional discounts.

    Currently, when creating a new invoice in Xero, I am unable to view the previous selling price I offered to a specific customer for a particular product. This makes it difficult to maintain consistency and analyze pricing strategies.

    Feature Request:
    It would be extremely helpful if Xero…

    1 vote

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    Thanks for coming to us with this Idea Dexter, I am happy to say this is already possible within Xero . While not specifically set out as you have described, the option to 'Add contacts last items' will populate the invoice with the last items so you can see the price that was charged etc the last time you invoiced the customer.

    If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂


  14. The new inbox removed the 'download' option from the kebab on each line of the list of files. The only way now to download a file without using a mouse is to tab to the right spot to open the new preview pane, then either tab all the way to the bottom of the list plus 5 more tabs to get to the download button OR reverse tab similarly large numbers of times to get to the download button via all the menu bar items, then press enter (space doesn't activate this button). This is not Accessible.

    (One previous post…

    1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  15. Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback

    Dear Product Development Team,

    Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1

    We’ve observed a gap in understanding the timing of these…

    1 vote

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  16. Xero app - Adding a Receipt - check if image/s are fully uploaded before the Save button is enabled/allowed or run a check when the Save button is selected and if image/s are not fully uploaded alert user to wait.

    Xero app - Adding a Receipt - auto compress images larger than x size.

    The Xero app is incredibly slow when uploading images eg; receipt scans. These are not expenses, the expense app works differently and is much faster but I can't use it for business receipts as they are not 'claims'. It has become slower each time I've upgraded…

    1 vote

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