401 results found
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Include a "Are you sure you want to delete this file"
When you are in a contact's files - the View and Delete button are right next to each other. If you accidentally click the delete button instead of the View button, there's no prompt to confirm you want to delete the file. It's just poof - file gone. An "are you sure" prompt will prevent some "oh ****" moments.
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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Xero files - Ability to automatically populate the VAT rate on invoices
Currently when putting an invoice on Xero files, you have to manually apply the VAT rate. If the VAT rate can be populated based off what the invoice states, it would make processing more efficient.
9 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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Do not include images that are tiny in size
Automatically remove jpeg images that are TINY in size. Every morning I have to delete over 40 files which are just images picked up from a clients signature.
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 Uploaded to be displayed on XPM Insights
Provide visibility on the Practice / XPM Insights dashboard for files directly uploaded to Xero by clients, similar to how Hubdoc displays pending documents.
Problem:
Currently, team members must manually open each individual Xero client file to check whether a client has uploaded documents. This creates unnecessary admin friction and inefficiency across a multi-client portfolio.Proposed Solution:
Introduce a centralized indicator or summary feed on the main dashboard that highlights recent file uploads across all connected Xero clients, eliminating the need to check each client profile individually.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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template
The templates available in Xero are all in 97-2003 format and are starting to be rejected by my computer system. Could you please update the format of your available templates?
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 Cards/accounts payable invoice address
I would like to see an accounts payable invoice address added to the contact card. I primarily use repeating invoices once a month, my customers use management companies to process their expenses to contractors like me. Under the current system I have to enter the email address for accounts payable in the first email address on the contact card instead of the actual site contact for the customer.
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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Please give us the option to sort files by folder, and can you also look at allowing subfolders
Please give us the option to sort files by folder, and can you also look at allowing subfolders
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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Bank Account Verification
It would be great if within Xero we could Verify that an account name matches the BSB and Account number - like can be done within some bank logins, to be able to quickly identify scam bank accounts.
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 Request Portal
Allow accountants to request documents from clients directly from Xero.
Example:
"Please upload your July fuel receipts."
Client uploads directly against the request.No more chasing documents by email or WhatsApp.
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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Add a Search Function to Xero Files
It can be difficult to find a specific file when there are hundreds of documents stored in Xero Files.
Add a search bar that lets users quickly search for files by:
File name
Supplier or customer name
Invoice number
Keyword
Date
AmountThis would save time, improve efficiency, and make it much easier to find supporting documents during day-to-day bookkeeping and audits.
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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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.2 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 - improve contact search in Xero to prioritise surname
Please improve the Contact Search function so that when a user types the first few letters of a contact’s name (for example, the first three letters), contacts whose surname begins with those letters are prioritised at the top of the search results.
At present, search results often prioritise contacts where the same letters appear within an email address or elsewhere in the contact record, making it more difficult to locate the intended contact quickly.
Prioritising surname matches would make the search function more intuitive, significantly improve efficiency, and better reflect how most users search for contacts.
3 votesHi Mark, appreciate your time to suggest this. We understand the request to make contact searches more intuitive, particularly when the search term list out multiple results. The ability to surface surnames could make finding customers and suppliers quicker and easier.
We've updated this idea to Gaining Support so we can continue tracking community interest. Add your vote and share your preferred way to search for contacts.
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Smart document capture - Ability to type in date instead of using date picker
PLEASE PLEASE PLEASE allow us to enter dates and not have to use the clicker. When i enter 27.5.26 please make it work like other dates and know it is 27 May 2026. Currently whn I type that in the Screen says "Can't show file details" and then a clickable of Refresh to show details, when I do refresh there is not date. The date clicker is so slow and annoying
1 voteAppreciate you sharing this feedback. Being able to type a transaction date directly could make the Smart document capture workflow quicker and easier to navigate, especially for keyboard-focused users.
We’ve updated the status to Gaining Support so we can continue tracking interest. Add your vote if this could help your workflow.
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To be able to add the contract to a group directly from the New Contact page.
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 profile1 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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Files - Option to retain original files in the file library inbox after attaching to transactions
Have an option to keep a file in the library such as Term & Conditions to add to Quotes or have a default Terms section instead of an empty box.
1 voteHi Shannon, appreciate your sharing here. We can understand why retaining files in the File Library Inbox after they're attached would be useful for some workflows.
I've updated the idea to Gaining Support while we gather more feedback.
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Contact bank change
If a staff member changes a bank account for a creditor, the confirmation email (automatic xero alert) should be sent to that person (as it is now), but also to another person. This would make sure a check is in place to verify the bank details are correct, and not a fraudulent change. 99% of the time it is probably correct, but this would help fraud.
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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Invoicing - Include contact address details when exporting invoices to CSV
Invoice Address. When exporting invoices to. csv file it would be beneficial to have customer address in the file also
1 voteWe appreciate you raising this idea. Including contact address fields in the invoice CSV export could reduce manual work for businesses that regularly use exported invoice data outside of Xero.
We've updated the status of this idea to Gaining Support while we continue monitoring community feedback.
Keep sharing your experiences and voting on the idea. The additional context helps the team understand the impact this capability could have.
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Files - Automatically compress or reduce file sizes of captured image uploads
Noticed the new files are saved as large sized images e.g. 4mb. The previous files reduced the file size to around 100 to 200kb. Handy to have the reduced file size as if downloaded can save to PDF and easily upload to other apps e.g. Job apps. Large files are sometimes not accepted to these apps. cheers
1 voteHi David, thanks for highlighting this. Automatically optimising uploaded images could help reduce file sizes while keeping documents easy to view.
This post is now Gaining Support so we can continue tracking interest.
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Files - Smart document capture for bills and invoices exceeding 10 pages
I'm really enjoying the smart document capture feature. It has been very useful so far. However, the one downside I have found is that it is limited to documents (in my case, invoices) with maximum 10 pages. Quite frequently I must process invoices with many line items which usually comes in well over 20+ pages. While the smart document capture does process the entire invoice as 1 line item, I actually require each individual line item to be present in the bill so I can monitor the purchasing activity for these specific products. This is a very time-consuming manual process…
2 votesThanks for sharing this idea, Jaymin. Being able to process longer documents through smart capture could reduce the need to split bills before uploading.
I’ve moved this post to Gaining Support so we can continue gathering feedback.
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Files - Quickly add new contacts directly from Files uploads
Currently if a file is uploaded for a Contact that doesn't exist in Xero, we have to open a new tab to manually add the Contact. Could a button or hyperlink be added to the transaction screen in the File section that will open a new page or pop up to add the Contact? This will reduce clicks and increase efficiency. Bonus if we can "quick add" where just the Contact name is added by clicking a button in File. Another bonus if the Contact add screen autopopulates as much info from the File that it can (vendor or customer…
1 voteHi Melanie, currently if you upload a file to your files inbox, our new Smart document capture will try review and auto create a suggested transaction for you.
When you review and view the file details you'll be able to select the document type and then change the Contact details. If the contact doesn't exist you can select to Create the contact which will open the modal for you to enter your new contact details on the fly.
Once you save the contact, you'll also be able to open the contact record in a separate tab of your browser.
Does this solve what you're after?
- Don't see your idea?