8 results found
-
Invoice - Restore previous single-screen upload and confirmation
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go…
2 votesWe understand that the previous single-screen invoice upload process helped with efficiency, and it’s great to hear how it supported your workflow.
The idea is now in Gaining support, so the community can vote and join the discussion. Adding details about your workflow can help the community see the value and encourage others to share their experiences too.
We’ll keep this thread updated as the idea develops.
-
Hubdoc Functionality
Will Hubdoc functionality be enhanced? It feels so far behind and is getting difficult to justify not switching to a better alternative. Here are a few improvements I'd like to see:
- Increasing the upload limit for receipts via the mobile app
- Adding the ability to publish documents directly from the mobile app
- Improving the matching process for repeating bills
- Enabling the publication of receive money transactions
- Enhancing the search functionality to show document locations
- Adding the ability to copy text within documents without first having to download them
- Adding the ability to merge documents
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
UK Bank statement data extraction
Hubdoc is able to extract bank statement data and convert to csv file for supported US and Canadian banks.
It would be incredibly useful to have this for UK banks as well.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
unique emails
Allow clients to pick their own Unique Email for suppliers to email their invoices to Xero, I think the generated email looks tacky and unprofessional.
1 voteHi Michelle, I notice that you've placed your idea in the Hubdoc forum. Just wanted to check are you referring to the unique organisation email for the ability to email bills to an organisation?
-
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
-
Allow for Log Out Times to be Set at the Console Level
When working with multiple clients and applications, users are being logged out too quickly. Please consider adding a feature to allow console owners to adjust this time out at the console level for the entire organization.
1 vote -
Porting of Credit card Credits as negative expenses
Allow for credit card credits to be posted as negative expenses. This will permit matching in QBO bank section. Currently credit card credits are not matchable and cause confusion with client staff unaware of what to do with these orphan transactions in QBO.
2 votesHi Richard, looks like you may have been meaning to post your idea here in a different accounting software's forums?
-
Xero Expenses - Record a refund / credit note
Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.
7 votes
- Don't see your idea?