73 results found
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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.
68 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 -
Xero central | My cases - Ability to search previous cases
Being able to search prior support cases via a 'search' function would be very time saving. The process of scrolling through prior cases is very time consuming.
Searching only by Open/Closed cases isn't overly useful.
7 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?
9 votes -
Dashboard | Support - Ability to access My cases
Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL
12 votes -
Invoices: Ability to have password protected email invoices
As is frequently reported in the news, cybercrimes are prevalent and increasing. In light of a security incident experienced by one of our own clients - additional security measures to avoid cyber security issues need to be addressed.
Being able to safely send invoices electronically that have some type of protection on them is of utmost importance.
One small step that can easily be made within Xero is to remove the word 'Invoice' from the subject line of the email which basically can lead hackers to where the dollars are.
This can be updated in your email settings- however secondary…17 votesThanks so much for taking the time to share this idea with us.
We’ve now moved it to our Gaining support stage. This means it’s on our radar and we’ll be keeping an eye on how much interest it gets from other Xero users.
The best next step is to encourage any friends or colleagues who’d also benefit from this to add their vote and a short comment on how it would help them. More support and real‑world examples make it easier for our product teams to understand the impact when we’re prioritising future work.
While we can’t promise if or when this will be built, your feedback genuinely helps shape what we focus on next, so thank you again for sharing it 🙂.
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Xero Central | My Learning - History of learnings to help track CPD
Could you provide an audit record of dates when and which courses have been completed in My Learning to keep CPD log up to date?
9 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…
9 votes -
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.
27 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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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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Product Ideas Forum: Filter to show my own ideas
In this forum, I'd like to see a list of my own ideas, so that I can see if there's been any updates since I was last here
6 votesHi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
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Xero Central | My cases - Change order to latest response on top
Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.
8 votes
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