338 results found
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Contact Person - Multiple Email Addresses for Different Purposes
Hello Xero Support,
I would like to suggest an enhancement to the customer contact feature for better management of email addresses. Many customers use different email addresses for specific purposes, such as one for receiving tax invoices and another for account statements. Currently, this creates an issue when using the "Send Statement" feature under the Sales Overview, as it can’t send statements to all customers at once when their default email address is designated for tax invoices only.
It would be helpful to have the option to nominate different email addresses for specific purposes (e.g., "Tax Invoice," "Account Statement," etc.)…
10 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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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!
40 votes -
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)
53 votes -
request to change the contact unique identifier from contact name to contact account number for invoice template
Hi Xero Support, we have 2 clients carry exactly the same name (eg. both of the client's full name is ALVIN CHUA), understand that Xero contact name serves as the unique identifier for individual client, we just want to know do we allowed to create 2 different contacts for exactly same name (eg. create twice for ALVIN CHUA) in Xero but identify them as different contact via contact account number (eg: HMC001 and HMC011)? And, for invoice import template, possible that Xero help to change the mandatory contact name to mandatory contact account number instead? Contact account number as unique…
3 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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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!
78 votes -
customer reminder emails
The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.
Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.Statements are easily ignored if a customer thinks they have already…
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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Display ABN with the Contact's name 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 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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tpar
For businesses like ours in construction that need to submit a Taxable Payments Annual Report (TPAR) to the ATO, it would be good if the CONTACT card created for that businesses highlighted (or made compulsory) all information required by the ATO at the time of entering the contact details for the first time.
A simple prompt of "does this supplier need to be included on your TPAR report" would be helpful; followed by the ATO's compulsory information requirements - eg. email address, abn, phone numbers etc.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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ABN automatic verification from ABN lookup website
In MYOB, the ABN details are automatically verified with a green tick and automatic verification window . Surely Xero could do something similar? Rather than relying on manual verification which is very lame
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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0 votes
Thanks 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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Fix email "overdue" message when sending statements. Bad/wrong information generated by Xero
When sending statements Xero is adding automatic commentary on the associated email about "overdue invoices". In my examples the Xero feature claims that the customer is "Overdue $535" is 100% wrong - customer only owed $39.
I fully understand why this is. There are unallocated cash payments (overpayments) in the mix.
There can be a lot of reasons why this is - invoice queries, partial payments, customer terms, errors being resolved, a customer payment that is not easy to reconcile etc etc. but the point is, that these transactions (overpayments) are totally legitimate as far as Xero is concerned.
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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Hubdoc - Keep email text with the receipts.
When emailing receipts to Hubdoc, anything written in the email title or body should stay with the receipt. Currently, Hubdoc turns one email into 2 uploads. One upload is the email. One upload is the receipt. It is nearly impossible to know which email matches which receipt. The result is that important documentation is lost. For example, my clients often email a receipt to Hubdoc for meals and they write who was present at the meal and the business purpose into the email's title or body. Those details are required by the IRS but the current Hubdoc system does not…
20 votes -
Contacts - Create alert when entering a bill if a new contact has been created
When entering a invoice create an alert if a new contact is being in created, in case it is an error. It is too easy to make a typo without noticing and Xero will just make a new contact as default even though it's not needed.
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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Allocating bills from suppliers with multiple line items (eg. Bunnings and Bowens) to a Master Job
In MYOB, when a bill is sent from a supplier (eg. Bunnings) to the inbox, when converting this from a draft to an "actual" bill, there is an ability to "code" the entire invoice to one particular job (eg. Job X).
Then you can go into the individual lines and re-allocate them to Job Y (if need be).
This initial "master job allocation" allocation saves times as then each line is allocated against Job X, rather than manually having to enter this information in on each line before approving the draft.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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files
The new files is incredibly fiddly! Previously I had my uploaded files in years and if I hadn't filed them into years yet they remained in the inbox until I dealt with them. Now everything is archived I have no idea what isn't in a folder and what is just sitting in archived. And when I view a document just sitting in archived i have no way of knowing if it is in a folder or what folder it is in.
Am I doing something wrong??
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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subfolders in
Subfolders - It would be great if there was the ability to create subfolders in Files. For example to enable filing by financial year/month etc. As it is combing through an incredible amount of documents to find something is very time consuming.
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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Ability to send xero file receipts directly to new xero forwarding area
The new forwarding area for bills is great, but is only good for those receipts you haven't already got a repeating bill for. I wish though you could send xero file receipts straight to this new area as often the team send in their receipts and it would be easier from there to determine if these can be created automatically or need to be attached to an existing bill.
Would also love the function of saving in Xero files and saying attach to "x" bill in Xero Awaiting bills!
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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If an archived file is in a folder, show folder name in the "All archived" section
Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.
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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Copy address for postal address
Ability to copy a contact address for postal.
Often a client has the same address for home and postal. when working with ATO Mate, a contact must have a postal address listed for it to search for the client.
It would be good to be able to just copy the home address instead of having to type it in again for postal address.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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Contact List - View contact group and last activity date
In Xero, under All contacts, would be great if we & please add had more columns or choices to add certain column of attributes of the contact showing if they are in a group, and possibly a last action date of last transaction, so that any can be easily Archived, when they haven't been accessed in a long while. Thanks!
30 votes
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