147 results found
-
Documents - Ability to link uploaded Bill with Associated Purchase order
The ability to upload Bills into Documents and for Xero to extract the relevant information is great.
To take this further it would be great if there was the ability to link uploaded Bills to approved Purchase Order already in Xero. Ideally the matching would be carried out by Jax, which could use the Purchase Order to assist in the secection of Nominal Accounts, Sales Tax etc.
However even to have the ability to manually link a Purchase Order to an Uploaded Bill and therefore mark the PO as Billed would be a good start.
1 voteThanks for sharing, Paul. Appreciate hearing your workflow and how being able to associate an uploaded bill that Xero create to an existing purchase order would go a step further to improving efficiencies for your business.
It'd be great to get a wider sense of interest in this from our community.
-
Smart document capture - Date shortcut entry for due date based on Invoice date
When importing invoices via the document section, it would be helpful when applying "+30" to the due date, that the date it brings up is 30 days following the invoice date applied as opposed to todays date.
13 votesThanks for raising this with us, team. I've made sure to share this back with our team and appreciate with this shortcut available in other areas of Xero it's be handy to have this same consistency in Documents. I'll be sure to let you know if there are any updates.
-
Smart document capture - Ability to set automatic archive folders
Smart Document Capture is currently a backwards step from Hubdoc. You cant get it to set bills to 'awaiting payment', and the archive is just an unstructured dumping zone. Hubdoc isn't great but at least you could promote docs automatically to 'awaiting payment' (something I need with 1000 docs awaiting payment), and get it to intelligently create folders inside archive with the supplier name in it. Smart Document Capture is a regressive move you are currently 'proud' of. I suggest you don't release software until it has at least got the capabilities that existing tools already have. Disappointed of Ireland.
2 votesSorry to hear your disappointment with Smart document captures current capabilities, Mark. This is a feature we're continuing to develop so your feedback here is highly valuable to our teams.
I've slightly updated the title to just reflect your first idea and have added your vote to this existing one for being able to automatically approve transactions.
You'll be notified if we have updates surrounding either of these features.
-
Documents inbox - Ability to preview word documents
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
9 votesAppreciate your feedback here, team. While word documents are supported as a document format type in Xero, as you've noted to preview the file you'l need to download and view it on your local device.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll be keeping a watch on the interest here and will share if there are any updates.
-
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 voteHiya Jo, so just to double check what you're asking here - Are you asking to be able to auto classify supplier statements to a specific documents folder and bypass the Smart document capture?
I want to be open that this isn't something we have plans for at present but if we can clarify your idea a little more here we can get a wider sense of the community interest and the team can consider as they continue to improve Documents in Xero. Thanks
-
Contact - Add a sticky or bottom Save button on contact edit screens
I want Xero to add a save button at the bottom of the contacts so I dont have to scroll to the top to click SAVE. I loose information that I have imported when I forget to do this.
2 votesAppreciate you raising this suggestion. Having a sticky Save button or a second Save button at the bottom of the contact edit layout could make it easier to complete contact updates and reduce the risk of losing unsaved information.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and let us know how you’d like the button to behave.
-
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.
3 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. 🙂
-
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. 🙂
-
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.
0 votesAppreciate 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.
-
Documents - Capture email body content when forwarded into Xero
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…
4 votesAppreciate you raising this suggestion. The main request is for email body content and embedded images to be captured when emails are forwarded to Xero Documents, rather than only processing file attachments.
This could make it easier to handle receipts and other information that clients or suppliers include directly in the email.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share the types of email content you’d most like to capture.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Smart Doc Capture - Add last items Bills
Files - Smart Document Capture - Add last items option
One thing missing when creating a bill from the new files experience seems to be the option to add last items which is available from the bills section. Including this option as well as the other suggestions regarding default account and tax rates pulling from the supplier contact would increase my usage of this new feature.3 votesHi Tara, thanks for sharing this idea with us!
We’ve captured your suggestion and moved this to Gaining Support, so it’s now open for community support. Others can vote and add context about how this would help them.
Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
-
Xero Accounting app - Enable bank reconciliation for credit notes
In the desktop reconciliation works fine and includes SL credit notes but the Android App does not incluude them so making reconciation on the move impossible. I have raised a case on this but I was told 'this is how it is'
1 voteThanks for highlighting this opportunity. Extending Xero App bank reconciliation to include credit notes could help reduce the need to move between the mobile app and web version when clearing transactions.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share your thoughts.
-
Xero Documents | Smart document capture - Automatically populate tax rate when creating invoices
Currently when putting an invoice on Xero files, you have to manually apply the VAT rate. If the VAT rate can be populated based off what the invoice states, it would make processing more efficient.
33 votesThanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.
I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.
-
Client Signature - Remove non signature images
Automatically remove jpeg images that are TINY in size. Every morning I have to delete over 40 files which are just images picked up from a clients signature.
2 votesThanks for sharing this idea. 🙂 We appreciate you taking the time to highlight how frustrating it is to regularly remove unrelated JPEG images created from clients’ email signatures.
This idea is now open for community support through votes and comments, helping us understand the level of interest. We’ll keep a pulse on the interest this idea receives and share if there are any updates.
- Don't see your idea?