18 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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Claude MCP Server – Full Feature Request for Real Agency Use
I know the semi-finished MCP on GitHub and the outdated 3rd party GitHub project (which I fixed for my use case) but there are so many apps on the Xero App market but no Claude MCP connector.
I run a small digital marketing agency with two employees. We use Xero daily for invoicing, quoting, time tracking and cash planning. The goal is to control Xero entirely from Claude Desktop — without logging into the Xero UI — and to let my team log hours directly from Claude.
Here's what we actually need:
InvoicesList invoices with full status (draft, authorised,…
2 votesAppreciate your feedback here, Mike. Ideas for improvements to the API and expanding on integrations are best received and kept updated through our Xero developer community. I'd highly suggest raising your idea with them there where we have the right experts to share any updates.
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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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File Library - Allow access to Invoice Only users when adding Quotes
A Xero user with invoice-only access can currently only access files in the file library when creating an invoice. We need this feature to also be available when the same user creates a quote. There is no added risk since the user already has access to the files when creating an invoice. Standard files needs to be sent to clients with their quote and this now needs to be stored on a drive instead of the file library.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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User Roles - Restrict the ability to edit approved invoices
There is a significant risk to accuracy allowing the ability to edit an approved invoice without further approval from a higher access tier to what is already provided.
We have experienced a number of clients sending out the invoices to their clients and then editing the invoices, resulting in differences between the original invoice and that on the system. There is no real audit detail either.
Therefore, the request is to consider introducing an additional access level restricting the editing / amending of documentation after approval.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Invoices - Allow Invoice Only users the ability to bulk import invoices
As with standard users and bills raised, ability to bulk import invoices from excel.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Dashboard - Sticky headings across other Xero pages
Hi there! Really loving the "sticky headers" in the new reporting - just so much easier to use and navigate. I wondered whether it would also be beneficial to implement something similar on the other Xero functions. Namely for employee details. Often, I would find that I would click a tab, scroll down and not find the information I was looking for (because it was actually in another tab facepalm), then I would have to scroll back up to the top of the page to select the right tab. If those tabs were "stuck" on the page, then it…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Accounting App & Web - Attach sound files and memos to transactions
Ability to attach and record sound files/clips/memos to transactions from the xero app (or web) that can be played natively in web browser
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Dashboard | Tax & Reporting - controlled by Subscriber/Partner
Having a Tax Reporting widget available where a Xero Partner is the subscriber rather than the file being set up on the website. This would allow accountants and bookkeepers who set up and share files with clients the ability to highlight 'important' reports we want our clients to look at on the dashboard and is also a useful shortcut for us as well
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Dashboard Graphs - able to extract them to add to reports
To be able to export the graphs from the dashboard into excel or PDF, the same as you can reports from the reports page. There are no graphs that I can extract and those on the dashboard would be useful in adding to reports I send to board members who are not on Xero.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Tax Rates - Ability to import & export
Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!
4 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Organisation settings - Exported Accounting data to include contact name
Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.
4 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Dashboard: Account watchlist - Ability to add bank account to the account watchlist
To make a bank account in Xero to be added to the account watchlist.
Purpose: Users can easily monitor the bank account that’s added to the account watchlist.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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