396 results found
-
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.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. 🙂
-
improve contact search in Xero
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.
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. 🙂
-
Dates in Smart document capture
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 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. 🙂
-
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 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. 🙂
-
Keep files in library
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 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. 🙂
-
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.
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. 🙂
-
csv
Invoice Address. When exporting invoices to. csv file it would be beneficial to have customer address in the file also
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. 🙂
-
Reduce file size of image captures
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 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. 🙂
-
smart document capture over 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 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. 🙂
-
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 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. 🙂
-
Files to be accessible by invoice only users
At present the file library can only be accessed by Standard or Advisor user profiles.
When you have purchase ledger roles using the Invoice Only user profile, they should be able to see the file library in order to user Smart Document Capture.
This seems like an oversight and would make life easier for employees in clerk roles.
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. 🙂
-
New creating transaction from file
I like the new way we can generate a transaction from within Files.
However, for those of us who use Items, this option is not available. Is this on the radar to be included?
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. 🙂
-
Superannuation limit to be able to apply, so that close to year end we don't pay more than cap
Superannuation limit to be able to apply, so that close to year end we don't pay more than cap
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. 🙂
-
Employee related documents to be able to attache in the employee card not with file area
Employee related documents to be able to attach in the employee card not with file area
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. 🙂
-
Smart Document Capture - add credit note to drop down for document type
We often receive individual tax adjustment notes/credit notes from suppliers and I forward these to my inbox. If there was the option to select the document type as credit note from the Smart Document Capture pane, it would save me having to navigate to bills, new credit note and manually attaching the file to the transaction. This feature would streamline the processing of files within my inbox.
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. 🙂
-
Smart Document Capture
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…
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. 🙂
-
location of file folder on sales invoices
When the new sales invoice function was released the attached files were moved from the top of the screen to the bottom of the invoice screen. The is incredibly frustrating when you have to scroll to the bottom of the page each time you want to check attachments, especially when you have dozens of line items on the invoice. Can there be flexibility where the files are shown on the screen?
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 🙂
-
New files beta: re-enable reading email while looking at file
A beta for the files inbox has shown up on one of my clients today, and it's unusable as is (and I can't disable it and go back to a functional workflow). The biggest thing that is not working for me is that I can no longer view a file and the email associated with that file at the same time.
Attached is a screenshot showing what my files inbox for this client looks like. It's full of files which are the images from everyone's signature panels in the email thread. I can't delete the file without going back to…
4 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 🙂
-
Smart document capture - Ability to assign billable expense
In Files>File Details there is no option to assign expense to customer.
2 votesAaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂
Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.
For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.
We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.
-
Contacts - Add Charity Registration numbers field
As a national charity supporting member organisations that are charities, it would be really useful if we could add Charity registration numbers to contact information. This is probably going to be more important now that the Charitable Incorporated Organisation has been introduced in the UK. https://www.gov.uk/guidance/charity-types-how-to-choose-a-structure-cc22a#types-of-charity-structure
It would also potentially be useful for businesses that are supplying services to charities as if would provide a way of prompting them to consider whether they should charge a lower rate of VAT where VAT legislation enables them to do so https://www.gov.uk/vat-charities/what-qualifies-for-relief
1 voteAppreciate your suggestion here, John. We can understand how having a dedicated Charity Registration Number field on contact records could make it easier to maintain accurate information and support compliance requirements.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently record charity registration numbers and where you'd expect to see this information displayed.
- Don't see your idea?