Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.

Ability to have one contact record link to multiple client records like a true CRM system would.

Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.

It would be nice if you could flip an invoice or a bill to a credit note of each kind. Sometimes when bringing in data from Hubdoc, a credit note will be pushed as a bill, so if you could basically hit a button to flip it the other way that would be great, same with invoices.

ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

Xerosign: Remove the requirement to sign up to a xero account to sign documents.

This frustrates the client and causes so much headaches for us that we have stopped using xerosign and now have to use a third party provider.

Customer Statements download to Excel

Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

The ability setup repeating spend and receive money transactions would be helpful.

Thank you

Contacts - Being able to search by mobile number, when we have a missed call or a text message on the phone, being able to search it is before blindly calling them back if they haven't left a message.

Date of death field to add in to client details would be helpful

Please increase the character limit in the Bank Account Name field to allow for longer business account names

We have a number of clients who have a preferred Name other than their legal name. Whilst we can only put in their legal name (for the preparation of their returns) it would help our staff and the rest of the team to be able to put in their 'PREFERRED NAME' so that it showed up in the main contact area in XPM so that they would know to call the client by their preferred name rather than their legal name. A lot of clients get upset if you dont call them by their preferred name.

It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

Making the tax exclusive options in Hubdoc showing in the Edit Document tab.

Purpose: To avoid publishing the document with the wrong tax type.

Allow Hubdoc to publish a receipt to an existing 'BILL' in Xero without creating and new transaction and duplicating the amount. Failure to do this forces the user to upload the receipt directly into Xero files instead or opt not to use the BILL feature in Xero and publish transitions in real time from Hubdoc instead. For those wishing to have all their receipts in a magical shoe box in the cloud (Hubdoc) it appears that this would be a way forward.