29 results found
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Xero Billing: Allow American Express as a payment method
We don't have a mastercard or visa, only an American Express card. I'd like to pay by AmEx like a do for a lot of our other vendors. Can you kindly arrange that?
45 votesHi team, support for Canada subscription payments via AMEX are now live!
To recap we currently support American Express as a payment method for Canada, Australia, South Africa, and United Kingdom.
I'll continue to update on further region support here 😊
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Xero Subscriptions - Split PDF invoices by client (not subscription type)
It would be great if Xero can change the PDF format of partner monthly subscription invoices by customer rather than subscription type.
This way the PDF can be forwarded to our Xero Blue practice file as a draft bill and hopefully the AI will extract each customer subscription as a separate line item within the bill so we an easily assign each line as an expense to each individual client.
Then the billable expenses will come through correctly when we raise sales invoices in XPM that integrate with our Xero Blue practice file as a draft invoice.
Currently only the…
23 votes -
Subscription Option - Multi-currency as an add on
Add the option for multi currency to other subscription types.
Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.
61 votes -
Quarterly subscription review - for size of business
A regular check to ensure you are using the correct subscription for the size of your business. we downsized but without checking our subscription and have been paying for a subscription for more staff than we have. A quarterly reminder email to remind clients to check their subscription is correct for their needs.
8 votes -
Subscription Payment - Accept DD payment of for bank accounts that have dual signatories
Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?
8 votes -
Pricing Plans - Create a plan for 'Holding company with subsidiary ledger accounts'
Currently, it seems that business owners with more than one company need to purchase separate subscriptions for each entity.
Whilst this may be a good solution for users with one or two entities, it becomes very expensive (and in some cases prohibitive) for users who own multiple entities to make use of Xero as an accounting service. Additionally, "overall financial position" metrics / reports currently need to be purchased separately - which further increases the cost for business owners.
I would thus like to enquire whether it would be possible for Xero to create either a license option to that…
10 votes -
Xero for personal use
My main business uses a Xero subscription moderated by a by a book-keeper.
Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?
33 votesHi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the…
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Pricing Plans - Have a dedicated team advising on software for different industries
THERE ARE SO MANY CHOICES. I need something specific and someone to help. A comparison tool of each app features (like some of the health industry sites have) or a specialist team to advise, particularly when you are recommending so many platforms.
4 votesThanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business.
For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions.
Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here.
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Subscription - Have an itemised subscription invoice by Xero Organisation
Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.
18 votesHi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
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