Hi guys happy hump day

I was looking at out our AP process this week and was surprised by how many touchpoints an invoice goes through before it ever reaches Xero. Invoices arrive from different places then someone checks them (approvals happen outside Xero) finance follows up on missing information then everything gets entered and reconciled. I have to say that the process works yes but to me at least it seems like we've gradually added more steps over time without really meaning to.

We're happy with Xero and don't have any plans to move away from it. If anything we'd rather keep Xero at the center and make the workflow around it a lot simpler.

For anyone running Xero at a growing business i wanna get some pointers as to what changed as invoice volume increased? Did you adjust your process or was there another approach that made AP less time consuming?

Does anyone know a workaround to get a report from Xero that lists only the remaining items that make up the 30 June balance of the prepayment account? I just can't seem to nail it & have so many transactions in and out it's not quick to justify the balance without manual interference 😬

Xero seems to be updating many bank feeds to Plaid, and as part of this transition, credit card sub accounts are handled differently. Instead of authorized user transactions posting to the sub account, they post to the master account. To me, at least, this is preferable and logical, but the transition is a bit rough in that a lot of duplicate transactions appeared in my master account, which I needed to delete. Hoping it is smooth from here on out!

Just a heads up for anyone else going through the same thing.

Founder here, so this is self-interested. Mods, pull this if it crosses the line.

When Hubdoc got retired I watched the same thread happen over and over: solo bookkeepers spending half the week chasing clients for receipts, and the official replacements being either an enterprise suite (Dext) or per-document credits (AutoEntry). Neither is shaped like a 15-30 client practice.

So I built the boring version of what those threads kept asking for:

• each client gets one upload link: no account, no app, nothing new for them to log into (they can also just forward emails to it)
• files get auto-sorted by month/vendor/type into one view you can check off
• whatever's missing gets chased on your cutoff date, and the reminders send under your name, because clients ignore robot emails
• month-end is a one-click export (CSV + renamed files, so it works with Xero, QBO, even Desktop)

Pricing is flat per practice from $29/mo: unlimited documents, no credits, no per-client fees, no sales call. There's a live demo you can poke at without signing up.

I'm looking for a handful of practices to pilot it and tell me where it breaks. Pilot practices keep launch pricing for life. Link's in my profile; I'll drop it in a comment if that's allowed here.

And if you just want to compare notes on post-Hubdoc workflows, I've read basically every thread on this and am happy to share what other practices are doing, no strings.

How can I extract cash disbursement from xero?

As headline says, I am using xero for retail clients where the client don’t care about AP as everything is pre authorized from debit/credit. Also wants to minimize cost as it goes from $12 CAD cashbook to $60 CAD with unlimited bills. Only thing i will miss is not able to capture expenses via hubdoc which comes for free in $60 CAD subscription. I can use the standard that only costs $25 CAD that includes hubdoc.

Any suggestions on how to reconcile spend money entry through bank transactions?

Disclosure / edit: I’m one of the people behind Connectorly, which brings data from multiple Xero organisations into Power BI for consolidated reporting. I’m posting this partly as product research to understand real-world workflows and where existing approaches still break down. I should have made that clear from the outset—apologies for not doing so.

Curious how other Xero users handle accounting reporting when they have more than one Xero organisation.

With one company, Xero's built-in reports can be enough for day-to-day bookkeeping and basic management accounts. But once you have several Xero companies, it seems to get messy quickly.

The pattern I keep seeing is:

- each company has its own Xero organisation

- P&L and Balance Sheet reports are exported one company at a time

- Excel becomes the consolidation layer

- chart of accounts and tracking categories are not perfectly aligned

- intercompany balances need manual checking

- multi-currency and reporting currency logic lives outside Xero

- the same adjustments get repeated every month

At that point, the pain is not really making charts. It is getting the accounting data into a consistent structure you can trust.

For example:

- invoices alone do not tell the full story

- journals, payments, credit notes and manual journals need to tie together

- tracking categories can be used differently between companies

- retained earnings, opening balances and FX can be awkward

- reporting logic gets duplicated across workbooks

How are you handling this today?

Are you using Xero's own reports, Excel/Sheets, Power BI, Fathom/Syft/Joiin, or something custom?

And if you report across multiple Xero companies: where does it usually start to break down?

Hi everyone,

I'm an M&A advisor based in Australia and I'm building an AI-powered financial due diligence platform designed for business owners and accountants.

I'm looking for a small number of businesses that use Xero and would be willing to provide read-only access to their Xero file so I can test and improve the platform using real-world data. In exchange for participating, we can offer either M&A advice and/or assistance with any IT projects you may have on your to-do list.

I'm particularly interested in businesses with at least 2-3 years of trading history, but any industry is welcome. If you'd be interested in helping shape the platform, in exchange for some IT/M&A services, please send me a private message.

Thanks in advance. I'm happy to answer any questions in the comments.

If you've been thinking about trying Xero, now's a great time. You can get 90% off your first 6 months using this referral link:

https://referrals.xero.com/z99rhio6pvn7-q1e71

If you need help setting up Xero, migrating your data, or learning how to use it, feel free to reach out. I'm a Xero partner and happy to help.

I have a dual monitor. I would like to open and view 2 Xero organizations at the same time to compare their financial data however it will error when trying to run 2 Xero organizations at the same time. Is there a way to do this?

Hi everyone,

I'm almost done with my Xero L2 Professional Certification, and I'm already thinking about which specialization to pursue next.

I'm currently working as a Virtual Assistant and Xero-Certified Bookkeeper, primarily supporting Australian businesses with bookkeeping, administrative tasks, and operations. I'm looking to strengthen my Xero expertise and improve my career opportunities.

I'm considering either:

Xero L3 Payroll Specialist, or

Xero L3 Migration Specialist

For those who have experience with either certification, I'd love to hear your thoughts.

Which specialization is more in demand?

Which one has better long-term career opportunities?

Which certification has helped you the most in landing clients or higher-paying roles?

If you were in my position, which would you choose and why?

I'd really appreciate any advice or insights from those who have taken these certifications or work with Xero regularly.

Thanks in advance!

Found a link and got a 90% discount for 6 months. However only available for new customers.

https://referrals.xero.com/idfntneqm193

Just signed up and it works. Sharing in case anyone needs it.

Is there a Xero app that automatically sends a receipt to someone that has paid me?

I imagine it would work like this:

1. Customer transfers funds in to my account

2. Bank feed catches the transaction the following day

3. Xero auto reconcile, reconciles the transaction to an invoice

4. This app is triggered and sends a receipt to the contact of the invoice

Or is there alternative solutions?

This comes up here a lot so figuered I'd lay out how the decision usually shapes up, since the answer depends on what's breaking. Xero's built in inventory is fine for tracked, items at low volume, but it stops cutting it once you hit real stock complexity, multiple locations, assembly or kitting, serial or batch tracking, or purchasing that needs proper reorder logic. At that point you're not looking for better accounting, you're looking for a dedicated inventory system that feeds Xero.

The mental model that helps is to keep Xero as the financial source of truth and add an inventory layer on top that owns stock, purchasing, and warehouse movement, then syncs the results back so your books stay clean. What you're vetting in that layer is the quality of the Xero sync, how granular it posts, whether it handles your specific complexity like multi location or batch, and whether it'll scale past where you are now without another migration in two years.

The trap is an inventory app that technically connects to Xerobut posts a mess into your ledger, or one built so narrowly it solves today's problem and nothing past it. So the real evaluation isn't features on a grid, it's sync quality plus headroom. Talk to your accountant about what detail they want hitting the GL before you commit, that constraint narrows the field fast.

Full disclosure up front: I built this, it's free (no trial wall on the core feature), and I'm posting for feedback from people who actually live in Xero — not to sell anything.

The problem: I watched a bookkeeper friend click Business → Invoices, then Accounting → Chart of accounts, then dig for a saved report — hundreds of times a day. Xero has no keyboard way to jump between screens; you mouse through menus for everything.

So I made a small Chrome extension: press ⌘K / Ctrl+K anywhere in Xero and type where you want to go — "inv" for invoices, "pnl" for Profit & Loss, "coa" for chart of accounts — hit Enter, you're there. There are also Gmail-style shortcuts (g then i = invoices, n then b = new bill), and you can pin the screens you open daily.

A few honest notes:

- It reads nothing from your books. No servers, no analytics, zero access to your accounting data — it's literally URL navigation, and the one file that touches Xero pages is small enough to read over coffee.

- Free tier is the whole navigation feature set, no ads. There's an optional Pro tier (custom shortcuts, unlimited pins) that keeps the lights on, but you never need it for the core thing.

- Not affiliated with Xero.

It's early, so I'd genuinely rather hear what's broken or which screen you wish you could jump to fastest. Link's in the first comment so this stays a discussion, not an ad.

Edit: Reddit keeps auto-removing my comments (low-karma account, I think), so putting this here — it's free on the Chrome Web Store, just search "ZipNav for Xero" (it's the only result). I built it; happy to take feedback or add screens.

Curious how others handle this. We work with a few AU businesses processing 500+ invoice emails a month, and typing each one into Xero by hand was eating a stupid amount of time.

What we've tried/seen:

- Forwarding rules + Hubdoc - works if every supplier sends the same format, breaks the moment they don't

- Manual entry - reliable but slow, and someone always misses a line item

- Full disclosure: we ended up building our own tool (AirDoc AI) that reads the inbox directly and pushes structured data into Xero, happy to answer questions if anyone's dealing with the same problem

What's actually working for people with high volume? Genuinely curious if there's an approach we haven't tried.

Welp. How do we all feel about this?

The claim is she had to to pay personal tax, but it's still not a great look.

Just moved over to xero from quickbooks. Day 1 and i seem to have the spend column adding to the balance and the receiving column is deducting. Not a great start for what I was told would be an easy switch. Hopefully this is an easy fix

Wanted to flag this for anyone shopping cloud accounting software. I signed up for Xero under their 6-month-free promo. When the promo ended, they billed me $55. I scheduled cancellation shortly after getting email from Xero. Never really used the paid service.

Xero's position:

• $55 is non-refundable ("fee is for access, not usage")
• On top of that, there's a one-month notice period so I get billed for the following month too
• Two months total for a product I actively cancelled and didn't use

The notice-period clause is buried in their terms of use and is not shown during the cancel flow. When I pushed back, the second-line rep essentially said "dispute it with your bank if you don't like it."

Not the end of the world financially, but it's the kind of thing that tells you how the company thinks. QuickBooks, FreshBooks, Wave, Zoho — none of them do this. If you're going to sign up: cancel at least 30 days before you actually want to stop paying, or you'll be paying for two months of nothing.

Hi. I have just started using Xero and i find the credit control function fairly basic. Is there an add on app that will work well with Xero. In terms of transactions we curently have 500 invoices outstanding. Thanks

The audit trail request on Xero's idea board has 587 votes and has been marked not in pipeline for years. The email log request has 423. QuickBooks ships both natively.

My cofounder and I are building the missing piece as a connected app. Read only access, it imports the History and Notes records Xero already keeps, tracks field level changes going forward, and gives you three reports: an org wide audit trail you can filter by user or date, a log of every email sent from Xero, and an attachment register that also shows which transactions have nothing attached.

Site is covlens.com/auditlens. Honest question for people here: what would your auditor or your practice actually need in the audit trail report? We're locking the columns down now and would rather build what bookkeepers ask for than what we guess.

Not affiliated with Xero, obviously.

Just trying to work out what people do with it??