384 results found
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Hubdoc - Bulk edit transactions
For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.
60 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
40 votes -
Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
20 votes -
Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
25 votes -
Hubdoc - Replicate Xero HQ access in Hubdoc
Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.
24 votes -
Hubdoc - Increase Decimal Places when entering multiple line items.
When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.
32 votes -
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
9 votes -
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 team, apologies it's taken so long for us to update this idea. Returning to the thread and considering feedback it sounds like Contact groups may be worth looking into as a means to group contacts.
Being open, we don't have any plans for enabling Xero as a full CRM communication and bulk emailing tool you can find out more from my update on this idea.
Alternatively, for those that would like to set up separate people on a contacts record for different types of transactions we have another idea here you can vote for.
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Documents - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
41 votesHi community, thanks for all your inputs here and apologies we've not engaged here before now.
As we continue to explore ways to improve efficiencies for our customers this is an idea our team are aware of and will consider in future improvements.
We have recently introduced Smart Document Capture, powered by AI that extracts data from files uploaded to your Inbox to help you create transactions in your organisation.
Coupled with this, we've also released the ability to upload multiple documents from your mobile. Meaning you can take photos of invoices you've received via email and easily upload these through your mobile, which Xero will then analyse and help you create transactions from.
We appreciate this isn't a direct solve for this idea but may bridge the gap for some here.
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Contacts - date added /opened to be included in the contacts report
When trying to identify how many new contacts have been added in a certain period it is impossible without pulling months of billing and sorting by client name. Also would be great for marketing to know about Client anniversaries.
Simply by adding a field for the date added when setting up the record would be ideal, it could then be shown on the exported contacts report.
20 votes -
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
8 votes -
Contact - Select 'TPAR Reportable' when adding contact
Hi Xero,
could you please add a tick box button TPAR reportable in Supplier Contact - when adding new Supplier to have there option to tick "TPAR reportable"?
It would really help with ATO reporting when working with high volume of Suppliers/Contractors.
Atm Xero does not have a tab to differentiate between Supplier providing material only and Supplier/Contractor providing service, labour on which we need to file TPAR every year and within a year we are taking on numerous new contractors.18 votes -
Hubdoc - Turned off foreign currency
Please can foreign currency be OPTIONAL and turned off?
Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
We ONLY report in AUD.19 votes -
Contact | List view - View mobile when no phone number
It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.
9 votesWe've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
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Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
8 votes -
Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
37 votes -
Contacts - Ability to search group
Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.
16 votes -
Hubdoc - Detect Receipt Edges
Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on
35 votes -
Hubdoc - Search function or the ability to sort documents within Hubdoc
Search function or the ability to sort through documents in Hubdoc by supplier or amount etc
28 votes -
Hubdoc - Show Tax Exclusive in the Edit Document tab
Making the tax exclusive options in Hubdoc showing in the Edit Document tab.
Purpose: To avoid publishing the document with the wrong tax type.
29 votes
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