396 results found
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Contacts - Update new contact name on historical transactions
I would like to see Customer and Vendor names automatically updated when edited. Right now the names stay what was originally entered. It would save a lot of time if the names updated on old transactions automatically.
1 voteThanks for sharing this idea — we can see why having historical transactions automatically reflect an updated contact name would be helpful.
We’re moving this idea to Gaining Support so we can continue to track interest and impact.
In the meantime, there is a workaround you can try. Create a new contact with the updated name, then merge the existing contact into the new one. When contacts are merged, Xero keeps the transaction history together and historical invoices, bills, and other financial transactions inherit the name of the contact they were merged into.
Please note, if the contact is linked to a project, that will need to be updated manually after the merge, as project contacts don’t update automatically.
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Hubdoc - Mark purchases as Paid once reconciled in Xero
When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
Specifically, if a document is
1) published as "Purchased, Awaiting Payment", and published to Xero
2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
3) then when viewing the document in Hubdoc, "Mark as…16 votesHi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
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Contacts - Record group changes in history and notes
It would be very helpful if contact group changes were shown in the history - what change was made, when, and by whom. Currently, they leave no trace.
1 voteHi Chris, thanks for sharing this idea.
We can see how having Contact Group changes recorded in History & Notes could make it easier to track updates and understand when contacts have been added to or removed from groups.
I've updated the status of this idea to Gaining Support, so we can keep track of the votes and feedback. These details help the team better understand the value of the idea.
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Hubdoc
Hubdoc - Copy the Document type to "All Tabs". CN for Credit Memo, INV for Invoice, M for Memo, Stmt for Statement etc can be seen or searched for at a glance. Not just the Supplier, date, amount etc. Would be super convenient when searching.
1 voteHi Kathy, while Hubdoc remains a core part of our offering we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
While we'll move your idea to Gaining support for now I want to be open that we don't have plans for adding document type to the All tab in Hubdoc.
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Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
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Contact - Ability to customise columns on Contact Activity
On these top level menu layouts, like Invoices, Bills and Contact Activity list we really need to be able to add/remove columns. Eg. to see the net total for each Bill/Invoice, not just the gross amount including VAT.
We use these menu layouts a lot, and have to copy and paste to Excel when we want to send that data, because there seems to be no export on Xero that can produce a neat one row per invoice layout. The exports produce a massive report that displays every row from every invoice - not much use.
Having the ability to…
6 votesAppreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
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Files - Page scrolling at top of page
As the Archive in Files expands, we need the option to scroll through pages easily by using the scroll button. This should be located at the top of the page.
1 voteHi Lynn, thanks for putting this forward. We can see how having page navigation controls available at the top of Files screen could make it easier to move through large folders and archived documents, especially for businesses that have built up a large volume of files over time.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this could improve document management workflows.
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Contacts | Activity - Purchase order "Approved" (change colour of status from green to blue)
Once PO's have been approved, could they be shown in BLUE (rather than green) - so as to distinguish between Bills "Awaiting Payment" (green) and PO's "Approved" (also in green) when in a Supplier.
1 voteAppreciate when viewing this information on a Contacts Activity tab how further differentiation could be useful, Ingrid. We don't have any immediate plans for changing the colour, however it would be good to get a wider sense of interest for this from the community here.
However, to avoid any confusion you also have the transactions type tabs that you can click on to view only activity for that type of transaction.
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Address
Moving or reducing size of the add address screen so you don't have to scroll down to select add. For ease of use, at 100% zoom it should all be visibleor action button to the top
1 voteHi Trudy, just to check would this be when adding or editing a contact? From the left side menu you can click a section to quickly drop down and enter the details you like. Does this resolve what you're after here?
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Xero files - option to view files as a group, reducing the need to open individually
New Xero files - add option to return to the old way of viewing bills that had been uploaded?
I often log in to 80-100 bills that have been uploaded into files for me to add to a clients xero. Until the recent changes you could click on the oldest one and then scroll through each one viewing them full screen whilst working on another screen to add the information to a bill in xero. Now when you click on the file it opens in a much smaller box on the far side of the screen and you can't scroll…
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it's up to the community to get behind and support it. While that exact group view isn't available in the new design, we have a helpful trick: we recommend you try expanding the side view of the file so it fills up most of your screen. When you do that, you'll be able to quickly jump between files just by hitting the Tab and Enter keys on your keyboard. If you run into any trouble with this or need more help, please don't hesitate to reach out to our support team :)
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Hubdoc - Apply payments to customer sales invoices (AR)
Please add the ability to enter payment details when posting invoices via Hubdoc.
At the moment, if an invoice has already been paid (e.g. by cash or a personal card), I have to post it in Hubdoc and then go into Xero to add the payment manually. This is especially common for my café and restaurant clients who pay many invoices in cash, and it creates a lot of extra work.
Being able to record the payment at the point of upload would save a huge amount of time.
7 votesHi there! thanks for sharing this great idea. We love hearing what would make a real difference for you.
We could see that having the ability to record the paid invoice from within Hubdoc would be useful. Now it's over to the community to show their support. To help get the ball rolling, feel free to share the idea with any colleagues who'd find it useful – every vote helps!
We'd also love to see others jump in the comments to explain how this feature would help them out.
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Files - Add a secure 'Contractor Portal' and automated file sharing options for external contractors
Allow us to send files to certain contractors via email such as subject or create a contractor portal or sync to google drive or something! Sending contracts would be amazing too ! like getting signatures within Xero
And allow contractors to sync with Gusto and also add contract terms to their profile for automations1 voteThanks for sharing this idea, Jessasm. We can see how having a dedicated way to securely share files with contractors or external contacts could help streamline collaboration and reduce the need to manage documents across multiple platforms.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share more about how you'd use file sharing in your workflow.
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Bills - bills created from uploaded files should apply contact defaults
Allow bills created from the files inbox to use a default VAT rate which could be set in the supplier record, this will massivley speed review of these bill, or where the category is picked up by Xero, use the default VAT rate for that category.
At the moment it takes longer to process bills through the inbox, than the old way as draft bills, although more information is recorded, I'm not sure of the benefit of a slower process
1 voteHi Keith, thanks for sharing your feedback. We can understand why you'd like contact defaults to automatically apply when creating bills from uploaded files.
At the moment, bills created from uploaded files don't automatically inherit all of the defaults saved against a contact. This means there can be some additional review and manual coding required before the bill is approved.
For now, you'll still be able to apply these details manually when reviewing the bill, and some customers may find tools like Hubdoc helpful for streamlining parts of their document processing workflow.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve your accounts payable workflows.
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Contact - Improve the Contact Activity layout
I don't understand why the tiny "Invoices owed to you >" box takes up the entire left column of the screen, which then means the Invoices list isn't full width.
Surely the tiny overview box could be combined into the section with the graph and allow us to view a full width invoices list for a contact?
1 voteHi Bee, thanks for sharing this idea. We understand the request for a more streamlined invoice view within a contact's profile. The idea is to expand the contact's invoice list table in the Contact Activity screen to improve visibility and access to the information you need without navigating elsewhere.
If this would improve your workflow, please add your vote and share more detail about how you'd like to see this work.
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Contacts - Ability to add notes beside transactions
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 voteThanks so much for taking the time to share this idea with us 🌟 We really appreciate you raising it and helping us understand how Xero could work better for you.
We’ve moved your idea into Gaining Support so that other customers in the community can find it, vote on it, and add their feedback. While we cant promise this is part of our current plans, our product team will keep an eye on the level of community interest as they review ideas and consider future improvements.
If this is something you’d love to see in Xero, please feel free to share the idea with others so they can vote and add their thoughts too. That support helps our team understand how valuable the idea would be for customers.
Thanks again for sharing your feedback with us.
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Contacts AU: Display ABN on the Contacts list
If the ABN was displayed on the Contacts list screen, or when a contact is selected, it would be easier to check you were in the correct Supplier (or Customer) before inputting a new bill/invoice which may avoid errors.
2 votesThanks for sharing your idea, and letting us know the changes that matter most 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 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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Hubdoc - Disable auto sync in Hubdoc for all suppliers
Allow organisations to disable autosync in Hubdoc for every supplier (existing & new) as an account level setting
7 votesThanks for sharing your idea with us, Matt.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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Sending emails from the mobile app
When sending emails from the mobile app, it’s important to have the option for emails to be sent from our business email address rather than the personal login email.
At the moment, emails are being sent from a personal address, which means clients are receiving and having access to personal contact details. This isn’t ideal from a professional or privacy standpoint.
Having the ability to set and send from a designated business email would greatly improve professionalism and client communication.
1 voteHi 👋 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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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
1 voteHi Abi, thanks for sharing your idea, and letting us know the changes that matter most 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 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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Contacts - Ability to add default description in contact
Allow for a default description under the sales default and purchases default in contacts so contact settings can pull through a generic description instead of having to manually add it each time.
1 voteHi Sarah, thanks for sharing your idea, and letting us know the changes that matter most 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 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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