8 results found
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Turn off JAX and remove prompts
I would like to know how to turn off JAX prompts and remove the icon from the middle of my screen when I am trying to send an email to a client. The comments are closed on the other post regarding this, however the question has not been answered. Please directly address how to remove this now that it no longer in beta.
6 votesThanks for reaching out about this. While your post sits in the Feedback category for the ideas forum, I can definitely help clarify how JAX can be disabled based on what’s currently available:
Opting out of JAX
If you’re the Xero subscriber for the organisation, you can usually opt out of JAX at any time:
- Click the JAX icon (often shown as a chat or AI symbol).
- Select Settings or More features.
- Choose the Opt out option.
About the JAX icon
Even after opting out, the icon may still appear in some areas—such as the email compose window. Xero has indicated that while the functionality can be disabled, the icon itself may still remain as part of the product interface.
Your post is treated as Feedback because it’s about adjusting an existing feature rather than requesting something new. This helps ensure the Product team understands your experience—especially that the…
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syncing with another site
Syncing to another site
I create new clients on the https://work2.fleetmatics.com/ website so that I can project manage my workflow, but whenever I create my first invoice for them, I must first sync to Xero. This is a very hit and miss affair and can take up to six attempts to push it through. Fleetmatics (now called Verizon Connect and soon to change again to Geotab) blames Xero and Xero blames Fleetmatics. I don't care whose fault it is, I just wish that in the 12 years I've been complaining about it, someone would fix it.2 votesHi Jan, thanks for sharing your thoughts!
This is best raised with our support team as this allows our specialists to investigate the technical details for you. Just a quick note that because third-party integrations are designed by the applications themselves, their support teams are often best placed to help with sync errors, but we are happy to take a look once you've submitted your case. ☺️
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Ai assistant chat
An AI assistant to help use Xero within the app - inevitably manage all the book-keeping. If I’m required to do anything out the ordinary like the occasional credit note or refund when bookkeeping I often need ChatGPT or previously I’d ask an accountant. This functionality could improve over time and be connected to a mailbox to start automating all book keeping. For example, I could send XeroMailbox a client contract and AI would read it and create a project and draft invoices -or I could forward an email of a purchase order. AI would read it and ask to…
2 votesHi there,
Thanks for sharing your idea with us.
Because you’ve touched on two different types of AI here, I’m going to provide a bit of a "two-part" update:
1. The AI Assistant (Existing Functionality) Good news! We actually have an AI assistant called JAX (Just Ask Xero) that does exactly what you’ve described in the first half of your post.
You can ask JAX to help you create invoices, find specific data, or guide you through a credit note. If you don't see the JAX icon in your dashboard yet, keep an eye out as it's rolling out to all users throughout 2025 and 2026.
2. The AI Mailbox & Contract Reading (New Idea) The second part of your idea—having an AI monitor a mailbox to interpret contracts and build out entire projects—is a brilliant next step. Since this is a distinct new feature,I would suggest raising a new…
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Why change a good system if the new system is not better.
Tonight I signed into Xero - the new look. There was no drop box of accounts I manage using Xero. All my subscriptions are valid just not accessible meaning not working.
It was working perfectly well previously. When you "disturb a perfectly functioning system there is a high probablility that you will introduce bugs aka defects.
1 voteAppreciate your feedback, Chris. When you mention no drop box of accounts you manage - Is it possible you're referring to the recent organisations that's available from the organisation name menu within the navigation.
The team did make a recent change that actually stemmed from community feedback on being able to hide the list of recent organisations.
If you have access to 5 or more organisations you should see a drop down next to 'Recent organisations' to expand the list and jump into a recent org.
If this is not the change you're referring to I'd recommend raising a case with our Xero Support team so we can get a few more details to look into this for you.
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Xero subscriptions are too expensive
Xero is too expensive.
The subscriptions have gone up so quickly that if it continues i will switch to another system1 voteWe appreciate your feedback Joe, 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.
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Xero Jax Beta - Tracking Category and reference not being added to Invoice
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 voteSorry 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.
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Xero Projects - Import project time from jibble
Time submission within xero projects is not well suited to our business. We use Jibble projects which is more feature rich for our needs. It would be great if this could be imported to xero. This would also require xero clients to be shared with Jibble.
1 voteHi Brian thanks for sharing this here. I can see how Jibble and Projects integration can be useful for users that have the projects module. Since Jibble have created this integration themselves, we recommend that you reach out to them to include this in their integration.
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Multicurrency - Enable CNH currency
Add CNH.
Ability to add CNH currency which is offshore RMB traded outside of China.
20 votesHi team, while we appreciate there is interest in support for CNH currency in Xero this isn't something we currently have plans for.
Not getting a lot of support in the forums over time as part of our refreshed lifecycle of ideas we will soon remove this idea from the forums.
If you feel this is still highly important for your business, you're welcome to start a new idea for this to see if it receives renewed interest on the platform. Thanks
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