436 results found
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Contacts - Display Group membership in main Contact list view
Be able to see a list of contacts, showing which groups each contact belongs to at a glance. Who are donors, who are equine related, who attend camp, which are organizations/business/church, who take lessons
3 votes"We appreciate your input. Your idea has been reviewed and is now live for voting.
To help prioritise this request, you can share it with your network so they can add their support.
The community can also add comments to your post to explain how this specific change would improve their daily workflow."
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Hubdoc - Configure Publish As options to exclude some options
Configure Publish As options to exclude some options.
We never post Sales Invoices, but sometimes supplier invoices are incorrectly publish as Invoice(AR).
This is lengthy to undo.
I would like to configure HubDoc to exclude the Invoice(AR) option1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how customisable options in Hubdoc could help prevent accidental misclassification.
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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Have an extra step to delete attachments
It would be great if there was an extra prompt to confirm when deleting attachments from purchases/sales. Currently you only have to press the 'x' and the document is removed and there is no way to undo this if it is pressed accidently. If it prompted you to accept the delete you could say no and avoid this issue.
3 votesThanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
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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…
3 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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Contacts - Include Contact ID in CSV Export
FINTECH requires Xero’s Contact ID for integration, but the Contact ID isn’t included in the contact export. They must be manually copied from the URL, which is slow and error prone.
4 votesHi Marcia thanks for raising this here, we can understand how including the contact ID would be a great addition to the export feature in Contacts.
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 - An additional column to show planned date after invoice date and due date
add to show the planned date for payment on the contact page where you can see all the bills as an option for the columns. so we can see if we have set up payment for each of the bills in the contact page for each contact/supplier.
1 voteHi Amy! 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. Feel free to share it with your colleagues so they can vote on it 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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Xero Files - Drag & drop file to Folder
Before the update you could drag and drop directly into a folder in Xero Files. Now you have to drag and drop into the Inbox and then move from there. This created an extra step. It would be great if you could still have the option to drag and drop a document directly into the folder within the archive.
43 votesHi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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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Document Management - Fully Migrate Hubdoc Functionality into Xero User Interface
The HubDoc Ui/Ux is outdated, we all know it. But its a good product. With the addition of the "Upload Bills" feature to Xero, it would make sense to just bring the full functionality of HubDoc right into the Ui of Xero rather than invest in the standalone product of HubDoc. It keeps us on one screen within Xero and eliminates all the nuances of the sync/integration.
Maintaining backup to DropBox or Google Drive is key though. That makes it feel like a 'safe' backup method for receipts.
1 voteHi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
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Contacts - Field for Supplier's Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
3 votesHi, thanks for sharing your idea about adding a field for the account number your supplier has 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 it with any colleagues that this could benefit, so they can add their votes and comments too!
There's already a Product Idea for a supplier credit limit where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/44961232
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Contacts - Set always on Auto Sales Tax at the contact level
I use Auto Tax. Be nice to go into contacts and select that as a default for contacts, where appropriate. Rather having to go to the drop down (in Invoices) each time.
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how setting Auto Sales Tax as a default at the contact level could streamline your invoicing.
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 - Supplier audit report add last active/used date
Can we please have an option to run a report for contacts incl Suppliers for example, where we can then audit new suppliers for a time period. Links into other ideas posted here to also see last active/used date. Similiar to the account transaction reports but to be able to run one for Contacts/suppliers would be super helpful for audits. Currently xero does not support any such thing, only the history & notes which is basically useless as it does not have the capacity to show or export more than 1000 entries, so when we do more than that in…
4 votesHi Emma , thanks for sharing your feedback and idea. For tracking payable transactions (bills) by contact, we suggest using the Supplier Bill Activity Report or filtering the Account Transactions Report by contact and payable invoices. If you require setup assistance, please raise a case with our support team for guidance.Regarding the 'last active/used date' feature: This functionality is not currently available in Xero. We have moved your idea to the Gaining Support section.We encourage you to share this idea with others to help build traction for its development.
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Files - 'Move to' button on the Xero inbox files update
Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.…
11 votesThanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, 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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Files - Reduce clicks to access folders
Please change the files layout to what it was before. It's extra clicks with your new archive and inbox set up. It's really poorly thought through.
44 votesSorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
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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…
4 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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Contacts - Link sent Customer Statements from Activity History
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
4 votesThank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.
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Contacts - Option to navigate pages of the Contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Contacts list screen to avoid having to scroll down the page.
2 votesHi!
Thanks for sharing this idea about how you'd like the option to have the page selection at the top of this screen, rather than at the bottom.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could also benefit, so they can add their votes and comments too!
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Tax number validation - The ability to verify VAT/GST/ABN numbers of contacts directly with the country Tax Authority
When setting up suppliers in "Contacts" within Xero, it would be great if Xero could perform a VAT check from a link to the HMRC website. There could be a button next to the VAT number box called "Check VAT" and then the supplier's VAT details (as per HMRC) would show.
Furthermore, it would be great if there could be a VAT report that you could run each quarter to check whether all VAT numbers are correct. It might involve a bit more work for the bookkeeper to ensure they set up the supplier correctly in Xero, but it would…
7 votesThanks for the suggestion to add a “Check VAT” action in Xero Contacts to verify VAT numbers directly with HMRC John. We can see how this would be a helpful addition for ongoing supplier checks ✨.We’re moving this idea to Gaining Support so others can vote and add real-world examples. The more detail you can share about when and how you’d use this (for example, one-off checks during setup vs. quarterly reviews), the better we can assess impact and prioritisation. We’ll continue to monitor interest and will update this thread if there’s progress to share.
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Attachments - Add preview compatibility for .eml and .msg files
Please consider adding compatibility to preview .eml files (and .msg files if possible) that are attached to invoices (and other documents) in Xero, similar to the pdf preview window.
Emails are text/HTML so this seems achievable.
This would save time needing to download correspondences to view them, which are useful attachments in Xero for audit purposes.
2 votesIt’s great to see ideas around attachment previews, especially how support for .eml and .msg files could make audit workflows smoother.
This idea is now open for the community to vote on and discuss. Adding a few details about how it would fit into your workflow can help others understand why it matters and give the product team extra context.
We’ll keep this thread updated as things develop.
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Reconciliation/Hubdoc - Auto-match scanned receipts to bank transactions for easier reconciliation
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
3 votesThanks for bringing your idea forward and clarifying the most impactful changes. We've taken a look, and now we need the community's voice to drive it forward! Get your colleagues involved by sharing this idea so they can vote.
Their comments are also welcome to add additional details about how this could improve the Xero experience for everyone.
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Xero Accounting app | Files - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and it's a great suggestion for improving Xero. Now it’s up to the community to get behind it and support the change! Share your idea with any colleagues who would also benefit so they can add their vote.
Along with votes, other members can now comment to share additional detail about how this would improve their experience with Xero.
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