3 results found
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Ability for advisors to merge live Xero subscriptions with expired free trial accounts where client has created duplicates.
A recurring problem we have is when clients sign up following a free trial but then end up creating a new/duplicate subscription. This may essentially be an issue with the UI that the client sees, but it would be useful to have the option for advisors to merge live Xero subscriptions with expired free trial accounts in these situations - or at least send a request through to Xero to carry out the task.
1 voteThank you for raising this idea with us.
There is already an existing process your clients can follow if this happens.
If a client creates a new organisation instead of reactivating their expired trial, please contact Xero Support as soon as possible. Our Billing team can then review the new subscription, help cancel it where appropriate, and assist with reactivating the original trial organisation correctly.
The best option is usually to reactivate the original trial from My Xero by selecting Buy now, rather than creating a second organisation, as this helps avoid duplicate subscriptions and keeps the client working in the correct organisation.😊
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Organisational Settings - Industry options to include Pet services
please add pet services to industries. i own a dog grooming business and it would be great to compare to the industry
1 voteHi! Did you know it's already available in Xero?
If you type in 'Pet' in the Industry field in the Organisation settings, you will see 'Pet Grooming' come up as an option to select.
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
😊
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Homepage - Transfer money option for bank account
On the new homepage, a 'transfer bank feed' option for a bank account is not available anymore as it was on the old home page. I was able to switch to the old look and complete the transfer of a bank feed, but from 2 Mar 2026 the switch to the old homepage will be disabled. Hope this fix is already in the pipeline..
1 voteHi! Did you know it's already possible to do this in Xero?
Just click on the 3 dot menu next to the bank account and select the 'Transfer money' option. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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