| Invoices and volume limits4% | Conditional | Standard and Premium include sales invoices; the reviewed local table does not publish an explicit invoice-volume ceiling. Merchant payment service fees are separate.www.xero.com · 2026-10-27 |
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| Recurring billing4% | Documented | Repeating templates create invoices on weekly/monthly schedules with editable end dates and draft/approval/sending configuration. Changes affect future generated invoices.central.xero.com · 2026-10-27 |
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| Quotes to invoices4% | Documented | Accepted quotes can become draft invoices; multiple quote drafts can be merged in the web app. Review transaction defaults and manually carry over title/summary.central.xero.com · 2026-10-27 |
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| Credit notes and corrections4% | Documented | Create credit notes for reductions/returns, allocate against invoices, refund or reconcile them. Changes appear in History & Notes. BIR document treatment must be checked separately.central.xero.com · 2026-10-27 |
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| Expenses and receipts4% | Conditional | Smart Document Capture is included; employee expense and mileage claims are a separate add-on starting at USD 4/month. Confirm billable users and document limits.www.xero.com · 2026-10-27 |
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| Payment reconciliation4% | Documented | Bank reconciliation.www.xero.com · 2026-10-26 www.xero.com · 2026-10-26 |
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| Overdue and part-paid invoices3% | Documented | Record full or partial payments, retain the remaining balance and identify unpaid/overdue invoices; reminders can be scheduled. Recording payment is not bank settlement.central.xero.com · 2026-10-27 www.xero.com · 2026-10-27 |
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| Payment files3% | Conditional | Supplier batch payment files can be exported for bank upload; this workflow is included in Standard and Premium. Confirm your Philippine bank format, approval permissions and settlement separately.www.xero.com · 2026-10-29 www.xero.com · 2026-10-29 www.xero.com · 2026-10-29 |
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| Cash-flow forecasting3% | Conditional | Main PH pricing lists Standard 60-day and Premium 180-day cashflow forecasts. Named-plan detail pages separately describe 30-day insights under real-time reports. These descriptions may concern different modules, so they do not establish a same-feature conflict. Confirm the applicable module and horizon before relying on it.www.xero.com · 2026-10-27 www.xero.com · 2026-10-29 www.xero.com · 2026-10-29 www.xero.com · 2026-10-29 |
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| Stock-linked sales3% | Conditional | The Philippine product page links stock items to sales invoices and purchase orders. Named-plan limits and advanced inventory add-ons are not itemised in the plan table.www.xero.com · 2026-10-27 www.xero.com · 2026-10-27 |
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| Roles and permissions3% | Documented | Business roles distinguish draft-only, sales approval/payment, standard, advisor and read-only access. User-role names are separate from subscription plan names.central.xero.com · 2026-10-27 |
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| Mobile invoicing2% | Documented | Philippines invoicing documentation supports creating/sending invoices on the Accounting app; iOS/Android help documents part-payment entry.www.xero.com · 2026-10-27 central.xero.com · 2026-10-27 |
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| Multiple currencies2% | Documented | Premium provides multiple currencies.www.xero.com · 2026-10-26 www.xero.com · 2026-10-26 |
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| Invoice reporting2% | Documented | Invoice lists distinguish draft, awaiting-payment and paid records and export invoice/credit-note fields. Full accounting reports are included; custom downstream reporting needs validation.central.xero.com · 2026-10-27 www.xero.com · 2026-10-27 |
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| API and limits4% | Conditional | Documented invoice create/update/read API. Developer tiers have separate organisation/day limits (Starter 1,000; Core and above 5,000); these are not Standard/Premium subscriber quotas or a guarantee of connector pricing.developer.xero.com · 2026-10-27 developer.xero.com · 2026-10-27 |
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| Invoice data export4% | Conditional | CSV exports invoices, credit notes and payments-related records in batches of up to 500 transactions. Repeating templates are excluded and export columns depend on user role.central.xero.com · 2026-10-27 |
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| History import3% | Conditional | Shopify sync covers up to 90 days. The general CSV help route imports draft invoices and recommends at most 500 items; Philippine template and tax mapping require a sample migration.apps.xero.com · 2026-10-27 central.xero.com · 2026-10-27 |
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| Ecommerce connectors3% | Documented | The official Shopify connector is free on all Xero plans and lists Philippines. It syncs sales, fees, refunds and payouts; Shopify charges and local tax setup remain separate.apps.xero.com · 2026-10-27 |
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| Accountant collaboration3% | Documented | Advisor role provides accounting access; subscriber-only billing/plan controls remain separate.central.xero.com · 2026-10-27 |
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| Events and webhooks3% | Conditional | Invoice and credit-note create/update events are documented per connected app. HTTPS, validation, signature checks and retry/replay handling are integration responsibilities; no native delivery guarantee is asserted.developer.xero.com · 2026-10-27 |
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| BIR returns versus actual filing4% | Conditional | Separate JuanTax integration prepares Philippine returns from Xero tax-coded transactions for review. Filing authority, charges and accepted submission evidence remain separate; no native Xero filing or named-plan access is inferred.apps.xero.com · 2026-10-29 |
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| Philippine entity and business model3% | Documented | Philippines site offers Standard and Premium subscriptions; this does not establish BIR-authorised invoice issuance.www.xero.com · 2026-10-27 |
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| Local accountant and support arrangements3% | Conditional | 24/7 online support is advertised; Philippine accountant services, telephone support and response SLA are not included by that statement.www.xero.com · 2026-10-27 |
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| PHP or USD fees, VAT and contract terms3% | Conditional | Current regular USD fees and the 1 November 2026 increase are separated from introductory offers. Local tax and payment-provider charges still require confirmation.www.xero.com · 2026-10-27 www.xero.com · 2026-10-27 |
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| Document extraction4% | Conditional | Smart Document Capture is included in both assessed plans. Extraction volume and document-language limits are not established.www.xero.com · 2026-10-27 |
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| Coding suggestions4% | Conditional | Included bank reconciliation suggests contacts/account codes using previous entries and machine-learning predictions. Suggestions can be edited, accepted or disabled; this is bank-line coding, not proven autonomous invoice-line coding.www.xero.com · 2026-10-29 www.xero.com · 2026-10-29 central.xero.com · 2026-10-29 |
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| Grounded finance assistant4% | Conditional | JAX can draft invoices from a natural-language request and uses permitted account data. Usage limits remain unverified; no independently tested accuracy claim.www.xero.com · 2026-10-27 www.xero.com · 2026-10-27 |
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| Human review3% | Conditional | Invoice-specific documentation describes reviewing the draft before sending. This does not establish a mandatory approval gate for every AI posting action.www.xero.com · 2026-10-27 |
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