381 results found
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Contact – check bank details reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.9 votesThanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
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Documents inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
25 votesHi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
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Contacts - Add photo to customer profile
Add a photo to a customer file.
The companies I work for have over 100 tenants.
It would be great to be able to add a photo of the tenant for recognition purposes.It will make phone and email queries easier.
The photo can then be displayed next to the customer's name
5 votesThanks Bianca, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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Hubdoc - Disable auto sync in Hubdoc for all suppliers
Allow organisations to disable autosync in Hubdoc for every supplier (existing & new) as an account level setting
9 votesThanks for sharing your idea with us, Matt.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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Documents - Suggestion for thumbnail previews in Files Inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
41 votesThanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
8 votesHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
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Contact - Ability to re-order columns in the Activity tab
Good morning...In the customer contact screen, how can I re-arrange the columns - I need to see the Total first, then Paid, then Due. Thanks
1 voteSorry for the wait updating your idea here, Lorie. This isn't something we have plans for just atm, but will keep a watch on the support this continues to grow.
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Hubdoc - Detect Bank statement when publishing to Xero
Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero
10 votesIt's great to hear you find the Credit Note detection useful, and can understand why you'd like to see this for bank statements as well.
We've reviewed your idea and we'll be keeping a close eye on the support this gains in the forums here.
If there is any news to share, we'll update you here.
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.🙂
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Hubdoc - Mark purchases as Paid once reconciled in Xero
When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
Specifically, if a document is
1) published as "Purchased, Awaiting Payment", and published to Xero
2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
3) then when viewing the document in Hubdoc, "Mark as…18 votesHi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
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Hubdoc - Add supplier bank details when creating from a Bill
Option to add a bit more detail if needed for a supplier (bank account and email) for the ease of then must marking straight away in Xero for payment.
5 votesHey, just a quick update on this. We've reviewed this idea and now it's up to the community to get behind and support it.
Make sure you share your idea with anyone that this could benefit so they can add their votes and comments about how this could also improve their experience with Hubdoc and Xero.
In the meantime, you could update the supplier with their email and bank details in the Contacts screen.
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Contacts - Additional People Search
it would be nice to pull from a dropdown of existing contacts already in the system to add to Additional People instead of having to type in their first/last name and email all over anew.
4 votesHey all, just a quick update on this.
Although we don't have any plans for this right now, feel free to share this idea with any colleagues that this could benefit so they can add their votes and comments to share how this might be useful to them, too.
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Contacts - Default cursor to search
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks29 votesWe understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
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Contacts - Ability to add an ID type for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
4 votesHi Liew,thanks for raising this. We can see how having a dedicated field for e-invoicing IDs on a contact would make things easier, especially when you're managing different ID types and need a quick way to reference them.
At the moment, you can enter specific IDs like the BRN, but there’s no option to add a custom or more general ID type.
This idea’s now in the Gaining Support stage. Your input helps us get a better sense of how useful this would be across the wider Xero community, and feeds into how we prioritise updates. We’ll share more here when there’s progress.
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Hubdoc - Quick calculations when enter amounts
Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.
4 votesHi Dana, thank you for this feature idea. A calculator function to handle quick calculations within the dollar fields in Hubdoc is a great suggestion.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Keep 'Use as billing address' checked when edited
When using the new Check box. 'Use as billing address'. If you type in the address afterwards and edit the address. It deletes the the selected checkbox. 'use as billing address'
Just frustrating as you have to go back in and recheck.
6 votesHey Steve, thanks for raising this idea around the ‘Use as billing address’ checkbox resetting when a contact is edited.
Keeping the checkbox selected unless intentionally changed would make things quicker, easier, and less error-prone when updating contact details.
We’ve now moved the idea into the Gaining Support stage. That means it’s open for votes and comments, and we’ll be keeping an eye on the demand as feedback comes in. The community input helps the team gauge what matters most to our users.
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Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
3 votesHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Contact - Show Available Credit onContact Activity tab
Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.
3 votesAppreciate you coming back to me on my update, Carlos. Understand that you'd like an additional figure to show available credit.
Just to re-highlight to others coming across this idea - Currently, where you have credit notes entered for a contact if the balance of the total credits outweighs the total invoice amounts entered for a contact these will show as a negative balance on the side of the Contacts record.
While we don't have any plans around this we'll continue to track the support in this here, and if will share any updates if there's change.
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Hubdoc - Set date to current century
Stop dating in 1900s.
Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.Hubdoc interprets this as the year 1925.
I dont think there are many people entering receipts from 100 years ago.
Please remove those last century calendars from Hubdoc.While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…
14 votesThanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
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Documents Folders - Drag and drop folders to change order
Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?5 votes
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