387 results found
-
Contacts - Retain historic name in system prior to effective date
Allow customer's company and/or contact name changed as of an effective date. Retain original customer's company and/or contact name prior to effective date and future business is recorded post effective date with new customer's company and/or contact name.
5 votesHi Bruce, Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing how adding an effective date would be beneficial when you don't want the changes to affect the existing transactions. We'll move this idea to gain more support from the community. Cheers
-
Contacts - Field for Supplier's Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
5 votesHi, thanks for sharing your idea about adding a field for the account number your supplier has for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could benefit, so they can add their votes and comments too!
There's already a Product Idea for a supplier credit limit where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/44961232
-
Contacts - Set always on Auto Sales Tax at the contact level
I use Auto Tax. Be nice to go into contacts and select that as a default for contacts, where appropriate. Rather having to go to the drop down (in Invoices) each time.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how setting Auto Sales Tax as a default at the contact level could streamline your invoicing.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
Contacts - Supplier audit report add last active/used date
Can we please have an option to run a report for contacts incl Suppliers for example, where we can then audit new suppliers for a time period. Links into other ideas posted here to also see last active/used date. Similiar to the account transaction reports but to be able to run one for Contacts/suppliers would be super helpful for audits. Currently xero does not support any such thing, only the history & notes which is basically useless as it does not have the capacity to show or export more than 1000 entries, so when we do more than that in…
5 votesHi Emma , thanks for sharing your feedback and idea. For tracking payable transactions (bills) by contact, we suggest using the Supplier Bill Activity Report or filtering the Account Transactions Report by contact and payable invoices. If you require setup assistance, please raise a case with our support team for guidance.Regarding the 'last active/used date' feature: This functionality is not currently available in Xero. We have moved your idea to the Gaining Support section.We encourage you to share this idea with others to help build traction for its development.
-
Contacts - Option to navigate pages of the Contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Contacts list screen to avoid having to scroll down the page.
5 votesHi!
Thanks for sharing this idea about how you'd like the option to have the page selection at the top of this screen, rather than at the bottom.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could also benefit, so they can add their votes and comments too!
-
Hubdoc - Add ABN field for suppliers
I would like a field in Hubdoc to enter the supplier ABN number, that would then pull through to the ABN Field in the Contact in Xero please. This will be a huge help when bulk reviewing ABNs and GST Registration status. If the field could be clearly seen when processing documents it would be helpful so we can just double check against the document when processing.
5 votesHi there!
Thanks for this fantastic suggestion. We can definitely see how an ABN field in Hubdoc that syncs to Xero would be a huge help.
Having that ABN visible while processing documents would make it much easier for accountants and bookkeepers to confirm supplier details and apply the correct GST.
The next step is to gather more community support! If you know any colleagues who would also benefit from this, please encourage them to add their vote. We'd love for them to share their own experiences in the comments, as hearing how this feature would improve different workflows is incredibly valuable.
-
Contacts - Add photo to customer profile
Add a photo to a customer file.
The companies I work for have over 100 tenants.
It would be great to be able to add a photo of the tenant for recognition purposes.It will make phone and email queries easier.
The photo can then be displayed next to the customer's name
5 votesThanks Bianca, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
-
Hubdoc - Add supplier bank details when creating from a Bill
Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.
5 votesHey, just a quick update on this. We've reviewed this idea and now it's up to the community to get behind and support it.
Make sure you share your idea with anyone that this could benefit so they can add their votes and comments about how this could also improve their experience with Hubdoc and Xero.
In the meantime, you could update the supplier with their email and bank details in the Contacts screen.
-
Files Folders - Drag and drop files to change order
Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?5 votes -
Xero Files - Flag duplicates in files
I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".
5 votes -
Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
5 votes -
Contacts - Search newly registered addresses
When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?
5 votesThanks for your feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.
We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here. I'll be sure to update you if there's any news.
-
Hubdoc - Ability to receipt supplier payments as remittances in Xero
Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…
5 votesThanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.
-
Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
5 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
-
multiple contacts for a single company
When we invoice we often deal with multiple contacts in a single company. What would help us massively is having the ability to have a single company card and multiple contacts to chose from within that company when invoicing.
The only way we have found to deal with this is to have multiple entries for a company each set up to the contact we need to invoice for a particular project. This means we can't use any of the other features to review how much work has passed through a single client without reviewing each entry in turn.
4 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 🙂
-
Permissions - Allow Invoice Only users access to the File Library
At present the file library can only be accessed by Standard or Advisor user profiles.
When you have purchase ledger roles using the Invoice Only user profile, they should be able to see the file library in order to user Smart Document Capture.
This seems like an oversight and would make life easier for employees in clerk roles.
4 votesThanks for sharing this suggestion, Ross. Giving Invoice Only users access to the File Library could make it easier for accounts staff to manage and attach documents without needing broader user permissions.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this were available, what File Library tasks would you want Invoice Only users to be able to perform?
-
Smart Document Capture - Rename open file
Smart Document Capture in Files - disable option!
I like the idea of the Smart Document Capture and being able to add a lot more information, but when I scan a document to files I JUST need to be able to rename it. You had recently changed the formal so you could have the file open AND rename it at the same time, which was fantastic, now you've added an extra feature and removed the ability to rename the file while it's open. Almost all of my Files are going to be "Other" and I hate that you've removed the…
4 votesThanks for sharing your feedback on Smart Document Capture in Files.
We understand that, while Smart Document Capture can be useful, your main requirement is to be able to rename a file while viewing it. We appreciate how removing this option has made your workflow more difficult, especially when most of your documents are classified as “Other”.
We’ve reviewed your idea and moved it to Gaining Support so other customers can vote and share more detail about how this affects their workflow.
-
New files beta: re-enable reading email while looking at file
A beta for the files inbox has shown up on one of my clients today, and it's unusable as is (and I can't disable it and go back to a functional workflow). The biggest thing that is not working for me is that I can no longer view a file and the email associated with that file at the same time.
Attached is a screenshot showing what my files inbox for this client looks like. It's full of files which are the images from everyone's signature panels in the email thread. I can't delete the file without going back to…
4 votesHi team, we appreciate your feedback here and this has been shared back with the team.
They appreciate and recognise the difference between the older and new files experience.
While a change isn't in the immediate roadmap we will consider this improvement as we continue to build on the new experience. If there is any change planned around this I'll be sure to let you know here. Thanks
-
Smart document capture - Ability to assign billable expense
In Files>File Details there is no option to assign expense to customer.
4 votesAaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂
Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.
For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.
We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.
-
Contacts AU: populate business details via ABN validation system
When creating a supplier contact and entering the ABN, the system should automatically populate the relevant details via ABN lookup for future improvement.
4 votesThanks for sharing your request here, Dilip. We understand the request to automatically populate contact details from an ABN lookup when creating a contact. Having business information filled in from the ABN could help reduce manual data entry and improve accuracy when setting up new contacts.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd like to use it.
- Don't see your idea?