384 results found
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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…
6 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.
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Contact invoices - Select invoices to be paid on the contact page and not in the Awaiting Payment section of Invoices
I would like to be able to check mark the invoices being paid on the contact page where you look at the open invoices instead of going to a separate page to pay bulk invoices.
23 votesThanks for your feedback on being able to pay invoices and bills directly from the contact page.
This isn’t something that’s on our current roadmap for invoicing, bills or payments. Right now we’re focused on other improvements in these areas, so there’s no planned work or timeframe we can share for adding a bulk “pay / receive payment” option from the contact view ⭐
If this changes and the idea moves onto the roadmap, we’ll post an update on the Product Ideas page first so you can follow along:
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Bills - Auto fill contact detail to create new contact
If a bill comes in from a new contact, auto-fill contact details from the bill rather than having to type in. Also auto-check and flag if contact details differ once you select a contact.
7 votesAppreciate you suggestion, Vanisha. We understand the request to automatically populate contact details from a bill when creating a new contact. Having more information carried across during the creation process could help reduce manual data entry when adding new suppliers.
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 use 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.
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. 🙂
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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.
5 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.
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Hubdoc - Separate invoices between VAT periods
If invoices snapped into Hubdoc could automatically be organised and separated into folders depending on their VAT periods
6 votesHi Sneha, thanks for your feedback. We can see how having a way to organise and filter documents by VAT period in Hubdoc could help when managing reporting obligations, particularly where invoices are received after a period has been filed.
At the moment, documents can be organised using existing Hubdoc tools such as tags and filters. However, having a dedicated VAT period view or categorisation option could make it easier to review documents for a specific filing period and reduce the manual effort involved in separating records across reporting cycles.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If this would help your workflow, it would be useful to understand whether you'd prefer automatic VAT period assignment based on document dates, manual period selection, or a combination of both.
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Contacts - Enter default descriptions for Sales/Purchases
Supplier/Purchase defaults should allow a default description.
I have to copy and paste the same item into multiple bills and line items. Xero automatically grabs the dates, contact, and reference, allows defaults on tax but for some reason ignores the description field.
Please add this small feature that would save hours of manual inputs.
10 votesAppreciate you sharing with us here, Rory. It'll be good to get a sense from your idea others in our community would also find setting a default description useful.
This isn't something we have any plans of at present but will keep a track on the interest this builds here.
In terms of existing functionality - if not already you may find creating untracked Inventory items helpful where you could add a default description for the item that you can select when creating invoices/bills for your contacts. You can set a separate description for Sales versus Purchases.
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Smart document capture - Line Extraction Defaults for Contacts
On the new files smart capture facility, there is an option to toggle the 'line items', please could you add a way to save the toggle for each contact, as I have some contacts that have various itemised invoices which would benefit from default already being collapsed, and some that the itemised extraction helps with.
Thank you.
7 votesGreat to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
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Contact - Approval process for new contact creation
For internal controls it would be good if creating new customer and supplier contact can go through a draft and for approval stage. This allows an approver to 4 eyes check the information captured before the contact is created. (Ensure all required fields get captured)
8 votesHi Llewellyn, thanks for bringing this suggestion to the community.
We understand why having an approval step before new contacts are created could be useful, especially for businesses and practices managing larger teams where keeping contact records accurate and consistent is important.
This idea is suggesting a workflow where new contacts can be reviewed and approved before being added, helping teams maintain better control over their contact data.
For now, you can manage who can create and edit contacts by adjusting user roles and permissions. We’ll continue to track feedback and interest from the community around this idea.
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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. 💙
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Documents - Suggestion for thumbnail previews in Files Inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
43 votesThanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Smart Lists for Suppliers
I am just working through the L3 Xero Certification and finished the contacts section. I notice that Smart Lists are only available for customers.
Is it possible to create Smart Lists for Suppliers?
We have over 600 suppliers and many of those could be archived. If I could create a Smart List for Suppliers that we haven't used for a specific period (e.g. 2 years) I could create a list of suppliers to archive, rather than having to go into each supplier to check the last transaction date.4 votesThanks for sharing this suggestion, Margot. We understand the request to extend Smart Lists to suppliers, so inactive or rarely used supplier contacts can be identified and managed more easily.
We've updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you'd use it.
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Contacts - Ability to add to Group when creating contact
To be able to add a new contact to a group from edit contact
Currently you can only add group from the main Contacts page
Also to see which group contact is in from the customer profile4 votesThanks for sharing your idea it seems that having a Group option to select when creating a new contact is something that yo would really like to see. We appreciate the time taken to raise this, this option would also allow you to see which Group the contact is in from the contact record.
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.
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Tax number validation - The ability to verify VAT/GST/ABN numbers of contacts directly with the country Tax Authority
When setting up suppliers in "Contacts" within Xero, it would be great if Xero could perform a VAT check from a link to the HMRC website. There could be a button next to the VAT number box called "Check VAT" and then the supplier's VAT details (as per HMRC) would show.
Furthermore, it would be great if there could be a VAT report that you could run each quarter to check whether all VAT numbers are correct. It might involve a bit more work for the bookkeeper to ensure they set up the supplier correctly in Xero, but it would…
21 votesThanks for the suggestion to add a “Check VAT” action in Xero Contacts to verify VAT numbers directly with HMRC John. We can see how this would be a helpful addition for ongoing supplier checks ✨.We’re moving this idea to Gaining Support so others can vote and add real-world examples. The more detail you can share about when and how you’d use this (for example, one-off checks during setup vs. quarterly reviews), the better we can assess impact and prioritisation. We’ll continue to monitor interest and will update this thread if there’s progress to share.
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Documents inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
28 votesHi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
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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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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 votesHi there 👋 thanks for your feedback. Right now, we're rolling out a new bills experience for individual Bill edit and view pages.
This leverages the newer contact modal that's currently available within Sales invoice - You'll be able to add and edit more of your contact details on the fly.
Being open, we won't be providing the ability to add/edit all contact details including financials, however in the new experience you'll see an option beneath the contact name that explains how you can add or edit their defaults from their contact page and provides a direct link for you to go to their record on another browser tab 🙂
I'll return to share once this has been fully released.
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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.
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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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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.
2 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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