204 results found
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Document section due 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.
11 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.
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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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Remove excess repeated wording in uploaded documents
I like how the new documents extracts the description of what is on the invoice. But adding Tax invoice from "Company Name" for "Entity Name" is just adding extra useless wording to the ledger to review at year end. This does not add anything for 99% of people who use Xero.
If you are running multibusiness or something through Xero i can see how this could be useful. But this should be an opt in thing not a default setting. I now am deleting this wording on every document before creating the transaction to try to avoid the ledger getting…
4 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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Smart Document Capture - Inbox includes email signatures, unwanted entries
The inbox are being flooded with email signatures and unwanted entries, which needs manual deleting, time spent from our side. Is there a way to bypass this?
2 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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Document Widget
As we integrate the documents, it would be really great if we could have a widget on the home page that allows us to at least see how many documents need to be processed and or matched.
2 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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Pre-populate contact details from an invoice uploaded from a new (or existing) supplier to save time
Pre-populate contact details from an invoice uploaded from a new (or existing) supplier to save time
2 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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If there is no due date on the invoice then use the bill due date default from the supplier contact
And also have the option to overwrite the terms on the invoice to the default due date in the contact
2 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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New bill - create new contact details including financial details in less clicks
When entering a new bill it would be helpful to be able to enter the new contact details including financial details from the bills screen. At the moment you can enter the new contact name but then have to go to the contacts tab and search the new contact to then enter the financial details.
2 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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Ability to turn off "Cash Graph" by default
I would like the ability to turn off the default cash graph which appears under contacts. It is not a useful tool and takes up valuable on screen space.
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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I have found it very easy to accidentally delete supplier documents, such as supplier information for CIS, etc , because the view and delete
Feature Request – Add Confirmation Prompt Before Deleting Documents
I have found it very easy to accidentally delete supplier documents, such as supplier information for CIS, etc , because the view and delete buttons are close together and there is no confirmation prompt. Once deleted, these documents cannot be retrieved, which is very frustrating and could lead to loss of important information. I would like to request that Xero add a confirmation step before deleting any document to help prevent accidental deletions. Would also help if the view and delete buttons are NOT together
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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Supplier Credit Limits
I was just wondering why there is only a space for a sales credit limit and not a purchases credit limit?
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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use existing company contact details for a new company
Copy Contact Details from an existing contact when adding a new contact
I would like to be able to copy an existing contact's details and then change the company name. I have customers who have multiple companies all registered at the same address with the same contact details and terms.
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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Contacts & Invoices — Stop blank email greetings: use the customer name without entering it twice
I just entered my customer’s name to create an invoice. Why does the invoice email still say “Hello,” with no name?
Creating a contact directly from an invoice makes this especially frustrating:
Enter “John Doe” in the invoice’s Contact field.
Select “Create ‘John Doe’ as a new contact.”
Add their email in the contact details panel.
Send an invoice using a template with [Contact First Name]—and the greeting has no name.
The reason? That placeholder uses the separate Primary person → First name field, not the Contact name you just entered. The invoice’s contact panel doesn’t even show the Primary…
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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Add Bank Account.
Being able to add Bank Account when the option to add a new contact pops up when loading and coding from the documents function.
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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Documents - Add conversation thread directly within Documents receipt review for client follow-up
Please add the ability to message a client directly from a receipt or bill in Documents.
When reviewing documents, we often need to ask for missing details or clarification. Right now, we have to switch to another tool or workflow, which is slower and separates the conversation from the document.
It would be much better if we could:
- send a question from the document itself
- keep all replies attached to that same document
- let clients upload extra information directly against the document
- see a clear history of the conversation during reviewThis would make client follow-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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attention
When I enter an invoice for a new client, I think it would be a good idea for the ATTENTION TO field be set up so that it adds that field automatically into the saved contacts. When the invoice is finished and I preview it, I have to retype (or repaste) the client's name. It would be nice to not have to create a new contact with all the fields filled out and then make an invoice. In short, change ATTENTION TO field in the invoice entry to CUSTOMER FIRST and CUSTOMER LAST AND then link those two fields to…
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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merge
Add contact merge functionality in Xero Partner Hub
Currently, there is no way to merge duplicate contacts in Xero Partner Hub. When duplicates are identified, they must be manually deleted, and any client associations tied to the deleted contact then need to be manually reassigned. This is a time-consuming process, particularly when dealing with a large number of duplicates.
A merge function would allow users to combine duplicate contacts into a single record, automatically consolidating client associations and history. This would save significant time and reduce the risk of losing important contact-client relationships.
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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Split pdf
Auto splitting pdf's or zip files hat contain multiple invoices within the file. Hubdoc, Datamolino and other systems have already implemented this and using a third party software slows the process down when having to deal with clients who have scanned and forwarded multiple invoices/receipts in one file.
The current idea of having to manually split the pdf by using 'print to pdf' or using an entirely different third party software is seeming tedious for such a simple yet timely task. If an autosplit per invoice system was introduced into the 'Documents' section I feel this would greatly benefit not…
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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Be able to hold at least two VAT registration numbers on a single supplier record
Be able to hold (at least), two VAT registration numbers along with the type of VAT (VAT Code(s) e.g.6 or 1,2,3,4,5, applicable to each VAT Registration `number (Optional) - on a single supplier record
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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Contacts - Bulk Archive option if inactive for an extended time
Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)
67 votes -
Hubdoc - App Face ID
Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.
Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!
43 votes
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