381 results found
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Xero Accounting app - List contact transactions in Date order, newest first
When going into a contact in the web version oif Xero the paid and unpaid invoices/bills are listed in date order with the newest first. This is not the case in the Android App version and it is really annoying having to scroll through (in one case) 200 invoices to get to the most recent.
Can the App versions please go newest first like the web version..
6 votes -
Contact - Sub contacts
Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?
37 votesHi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
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Hubdoc - Increase upload file size
Currently the file sizes generated in uploading receipts is unnecessary large - I often see 3Mb for a coffee receipt! This is problematic when onward charging expenses to customers (and requires manually resizing before adding to an invpice which is time consuming) and must be costing you a fortune in data storage. Why isn't the file size limited to a sensible size or at least configurable by the user?
9 votes -
Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!10 votes -
Files - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..33 votesHi everyone, we appreciate engagements on this idea so far. We understand how a confirmation step or restore option could help prevent accidental loss of files.
It has been awhile so we want to update this idea status to Gaining Support. To be upfront, we don't have immediate plans to implement this idea but we’ll continue monitoring the interest in this request.
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Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…23 votes -
Hubdoc - Allow publishing of $0.00 bills
Not an idea really but a bug which needs fixing.
A lot of suppliers like FedEx for example send $0 bills which HubDoc is unable to publish to Xero as the Tax and Subtotal amounts is calculated wrongly despite the bill's Total Amount of $0.00 being correctly detected. As a result the invoice cannot be published to Xero.12 votes -
Hubdoc - Link bills uploaded from Hubdoc to Purchase Orders in Xero
We publish a large quantity of bills from Hubdoc to Xero. To implement a purchase order system we will need to be able to link these bills from Hubdoc to Purchase orders created in Xero. Otherwise Hubdoc is not really of use to us and will make the work load more.
23 votes -
Hubdoc - Capture supplier reference when posting Xero invoice
have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date
12 votes -
Contacts | Merge - show contact merged to
When merging customers xero currently completes the merge and then displays the profile that has been moved which typically (for me) contains no customer data. Is it possible to instead display the profile that the customer has been merged to which shows all the existing customer data. Usually I am completing a merge and then having to go in and search for the customer name again.
6 votes -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.12 votes -
Hubdoc - Bulk edit supplier configurations
I would like to do a bulk update of the supplier configurations in HubDoc to set the "Configure rules for Xero" to "off" so that we can begin our configurations from scratch. Doing it maunally for the number of suppliers we have is very time consuming so I would like to request assistance in making a bulk change.
The automated help agrees it a good idea and suggested the following
"To bulk update Hubdoc suppliers, you can follow these steps:
1. On the Hubdoc dashboard, click the settings icon.
2. In the Manage Accounts tab, select the Suppliers tab.
3.…13 votes -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
18 votes -
Contacts - Add more than 5 additional people
To be able to add more than 5 email addresses in a client so that you can email the invoice out to more that 5 people at a time.
57 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
7 votesHi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.
We will keep our eye on it, here.
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Contacts - Add Preferred name field
Add preferred name option
7 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
30 votes -
Hubdoc - Add an Audit Trail
HubDoc - Audit Trail
We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.
16 votes -
Contacts - Clickable phone number in contacts
In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.
11 votes -
Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates
Please stop Suppliers Bills from being published in Xero if the bill date is prior to the period lock date!!!!
I only found out last night that Hubdocs will still publish a supplier bill with a date prior to the Xero lock date, this is crazy and I'm unsure why anyone would want Hubdocs to do this.
If you could add the option in Hubdocs to stop bills from being published in Xero prior to the lock date that would be awesome as it will ensure the integrity of end of period reports.
67 votes
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