377 results found
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Smart Document capture -unit cost inaccurate
Smart Document capture - add a decimal place to the unit cost default, or enable the system to recognise prices per 1000 on supplier invoices, at the moment taking a price per 1000 doesnt calculate correctly as it rounds up.
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. 🙂
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Word compatibility
Compatibility with Word documents would be a massive help rather than a blank screen and having to download / export to a different format eg pdf
7 votesThanks 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. 🙂
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Suggestion: Display "Last Used" Date on the Contacts List I would like to suggest adding a "Last Used" (or "Last Transaction Date") column
Suggestion: Display "Last Used" Date on the Contacts List
I would like to suggest adding a "Last Used" (or "Last Transaction Date") column to the Contacts list.
Currently, if I want to archive old or inactive contacts, I have to open each individual contact to determine when it was last used. This is extremely time-consuming when managing a large number of contacts.
It would be much more efficient if the Contacts list displayed the date the contact was last used in a transaction (for example, an invoice, bill, credit note or payment). Users could then sort or filter by this…
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. 🙂
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New Documents/Files - ability to set Document Type correctly, including Supplier Statements
The new Files/Documents section has a new functionality for "File Details". This includes Document Type, with a limited menu of types. Most of our invoices etc are attached to the relevant transactions. Our supplier statements don't have a transaction to be attached to so we have always filed them in Files under a separate folder. This allows us to check our records to the supplier records to ensure we have all of their bills on hand. There is no Document Type for Statements. Please enable this as an option and allow the ability for it to be recognised as a…
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. 🙂
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Overdue Statement template
I would like to be able to use a different template for Outstanding Statements. Currently the only option I have, to bring attention to an overdue payment when emailing statements, is to edit the message box and add text. Whilst you can select either Activity or Outstanding, doc type remains the same.
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. 🙂
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Allow Smart Documents to look at repeating bills that have moved into the draft bills category
I would love the ability for the smart documents to look at repeating bills, in particular the one's that have dropped into draft. This would help with saving a lot of time. The current way of using smart docs is to only create a new bill.
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. 🙂
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Allow documents to be added to Xero documents folders without first uploading them to the inbox
Allow documents to be added to Xero documents folders without first uploading them to the inbox
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. 🙂
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Document capture - add inventory item column
The new smart document capture is wonderful - BUT - please enable the inventory item column. It's so important that documents and transactions are handled/processed as few times as possible - without the inventory, we need to draft then edit/approve vs being able to do everything in one go. Otherwise, this is a terrific Hubdoc replacement.
2 votesGreat to hear you're making use of Smart document capture, Sarah. Can see how adding inventory to this experience would be useful for many businesses. I've made sure to share this back with our team and they are keeping a watchful eye on the ideas we have coming through the forums here.
I'll share if there are any updates and in the meantime I'd recommend sharing the idea with any other colleagues that'd like to see this so they can vote, too.
In terms of the status of the transaction, it's best that we track this separately. We have an existing idea for being able to save transactions as approved that I've added your vote for, and you're welcome to add another if you'd like an option to auto set documents to Awaiting approval. 🙂
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Navigation - Add Documents access directly to the navigation bar
We are in and out of the documents folder all day - it would be good if you could click on it instantly from the blue task bar, rather than have to go into accounting first.
1 voteHi Helen, do want to be upfront here that we don't have plans for adding documents to the Navigation bar, however we will get a sense of wider interest for this from the idea here.
Currently, as you've noted Documents is found within the Accounting menu drop down, alternatively you can use the keyboard shortcut '/' and then 'f' to open the search and then click to navigate to the Documents inbox.
One other thing we're working on at present is a Documents widget for the Homepage. You can follow the idea here if you're interested in staying update on this. 🙂
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hubdoc
Allow Hubdoc documents to be edited and republished after being published incorrectly
Hubdoc needs a simple way to correct a document that has been published incorrectly, without requiring the user to take another photo or upload the document again.
For example, I recently photographed a supplier return/refund receipt in Hubdoc. It was accidentally published to Xero as Spend Money, when it should have been published as a Credit Note / AP Credit.
Once a document has been published, Hubdoc appears to lock it to that original transaction. Even if the incorrect transaction is deleted in Xero, attempting to change the…
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 🙂
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Smart Document Capture - Ability to turn it off
Can you allow the option to turn off the smart document capture? At present, we have draft bills that we use to add data into and when that "smart document capture" opens, I can no longer read the tiny print on the attachments without downloading them. So at this point, it is actually adding time for us because we have to download & manage the data outside of Xero vs being able to do it all within Xero prior to this feature being added. At some point we will likely look at this feature, but we can't do that immediately.…
3 votesHi 👋 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 🙂
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Customer Statements - Add 'Last Statement Sent' column to Statements tab view
For increased visibility, could you add a column to the 'Statements' page to include 'statement last sent' date so that I can see when a statement was last sent to that customer? Would help keep track when sending statements individually.
1 voteAppreciate you raising this suggestion, Kesha. Adding a Last Statement Sent column to the Customer Statements view could make it much easier to see which customers have recently received a statement without opening individual contact records.
For now, you can check the History & Notes section on a contact to review previous activity.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what other statement information you’d find useful.
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show a count
Show Document count in Tasks Widget.
Now that Files has been renamed to Documents and moved to the Accounting tab, an enhancement is alerting the user of how many documents need handling. The ideal place for this would be in the Tasks Widget.
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 🙂
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Ability to Read Email Content
Email forwarding to Xero Documents (formerly Xero Files) does not currently capture receipts or invoices embedded within the body of an email. HubDoc is able to do this, and this gap is one of the main reasons I haven't been able to move clients fully to Xero Documents and away from HubDoc.
There is also an issue with setting up automated forwarding from Gmail. Google requires an authorization code to be sent to the forwarding email address before forwarding can be enabled. Because Xero Documents cannot receive or display the email itself, there is no practical way to retrieve that…
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 🙂
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Contact Statements - Export statements to CSV and filter statement lines by Reference
Allow printing/ downloading of client contact statements via a CSV file not only PDF files. Also allow for filtering statements based on the Reference description before a statement is downloaded.
1 voteThanks for taking the time to suggest this. A filterable CSV export from Customer Statements could make it much easier to provide clients with only the transactions relevant to a particular reference.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this is something you’d use, add your vote and let us know what statement fields or filters you’d want included.
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Contact - Bulk edit email and contact details at the Contact Group level
Add global email & contact details to Groups: a settings panel that can be applied according to an optional 'tick' on each contact. The reason: any email changes for a business may mean trawling through several individual contacts to update one email address.
This could be done so much quicker by the above modification by allowing for the edit of the 'collective info' panel and saving so it updates all contacts in that group that are set to use the 'default values' in the panel.
This tick option would allow for individual records within a group to still retain their…1 voteThanks for sharing your feedback here. Being able to update contact details across a group from a central location could save time and reduce the risk of individual records becoming inconsistent.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your contact management, add your vote and tell us which fields you’d find most useful to manage at group level.
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Contacts - Automatically apply a surcharge percentage to specific client profiles for invoices and quotes
for continually tardy payers, the option to automatically add a percentage to the account/client profile is extremely handy. this would automatically calculate to all invoices and even quotes. I can do this in another programme I use [FRESH], and it is a way to re-coup some cost if you are continually chasing money from the same client.
1 voteThanks for raising this suggestion, Robyn. The request is to have a client-specific surcharge percentage that automatically applies when creating invoices or quotes for that contact.
This could make managing additional charges for customers with specific billing arrangements much simpler, without needing to add the percentage manually each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share how you’d like the surcharge to work.
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Contacts - Display all credit notes on the Activity tab
To restore the ability to see credit notes on the activity tab within a contact record irrespective of whether it has been refunded/allocated. Not having this functionality makes it time consuming to check whether credit notes have been created/received by other users and whether the contact record is therefore up to date
1 voteThanks for sharing this idea. We understand the request for all credit notes to remain visible on the Contact Activity tab, including those that have been allocated or refunded.
Having the full credit note history available from the contact record could make it easier to review past activity without switching to the invoices or bills lists.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you’d use it.
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Contacts - Default to upload from Inbox when attaching documents to record
When uploading files from library inside contact's file tab (i.e. attaching monthly statement), xero defaults to selecting from archive which is time consuming because of having to trawl through every file there. Please default to selecting from inbox which should only contain files that haven't been dealt with.
1 voteThanks for sharing this idea, Jill ✨and for letting us know that defaulting the “Add from library” view to the Files Inbox when attaching a file from a contact could make it quicker to find documents that still need action, rather than starting in Archive. This is now open to others that may find this useful, to vote and share examples of how it would help, so we can understand the broader need. We’ll continue to monitor the feedback and support for this idea and update the thread if there’s progress to share.
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Smart Document Capture - Pick up Card number
Smart Document Capture
To pickup the last 4 digits of a credit or debit card on the receipt, and learning which card that is.
That’s going to save a lot of time reviewing which card it was spent on.3 votesHey Kirk, thanks for raising this idea with us, we appreciate the time taken to do so. This idea is now open to votes and comments from the community. You can share this with others so they can share their experiences around how this could improve their processes. We will post any updates for this idea here.
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