348 results found
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Hubdoc - Support CSV bank statement conversion for South African banks
Please add South African banks to the list of supported banks in hubdoc to covert bank statements to CSV
8 votes -
Contacts - Preview contact files
After reporting a bug (can no longer preview contact files) I was given the following response :
"As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.
5 votes -
Hubdoc - Option to code transactions and save them, without publishing to Xero
User & Approval - Having a user that can upload documents & code them. Save the changes but not publish to Xero. Bookkeeper can then check the coding is correct before publishing to Xero or having a approval process where the document is sent to be approved before publishing to Xero, and this would work for purchase orders, invoices & receipts
2 votes -
Hubdoc - Add Last Items line orders & Reorder lines
Add Last Items on Hubdoc invoices - lines to be populated in the same order as the previous one. And/or enable the function to rearrange the line items on a multiple line invoice in Hubdoc (like you can in Xero).
64 votes -
Hubdoc APP - Ability to view notes added to documents.
Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.
The ability to see this is available in the Web version, would be great to see it in the APP as well.
Thanks
11 votes -
Hubdoc - View suppliers bank account number in details area
When editing the document in Hubdoc, could the creditor/suppliers bank account number please automatically show in the Xero details area. As then we could confirm that the right Xero creditor has been selected and that the bank account number matches the supplier invoice at that moment.
17 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
14 votes -
Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
15 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…7 votes -
Hubdoc App - Hide Archived documents in Mobile App
Hubdoc App. Can we have the ability to hide archived documents. Or create a separate tab similar to the web version. Another option is to make archived documents dim so clients are aware that the documents are processed and are in Xero.
3 votes -
Hubdoc - differentiate credit notes from bills on auto-sync
Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.
Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.
7 votes -
Hubdoc - Bulk edit and archive documents
A number of our clients simply use hubdoc as a filing system as publishing to Xero is not as simple as they would like.
So we maintain their Hubdoc accounts, we update the document type and archive. It would savea huge amount of time if we could bulk edit and bulk archive rather than having to do this one document at a time.28 votes -
Bank Rules in Hubdoc
It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.
12 votes -
Contacts - Reinstate the 'Payments in past 12 months' feature
The recent changes to the contacts screen have done nothing but hinder our business. You have removed the "Payments in past 12 months" which is something we rely on heavily when managing our clients. There is now no way to see all payments by a particular client where there are credit notes applied or they have paid by different means (sometimes by card, sometimes DD and sometimes bank transfer) as we would have to search each account separately and manually pull out the credit note balances. Very laborious and this is information we use daily in our credit control procedures.
3 votes -
Contacts Overview - Overpayments and 'Pay bill in full option'
Stop messing around with things that people haven't asked for and actually look at implementing things that have been asked for.
The new look for customer and sales ledgers is awful. Why change it?
When it comes to being easy to reconcile supplier ledgers Xero is already miles behind it's competitors but you've somehow managed to make it even worse!
For example if there is an overpayment that you part allocate against a bill and then refresh the screen it shows that the bill is paid but the overpayment still shows that the full amount is to be used, it…3 votes -
Contacts - Compact view to reduce white space
In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…
11 votes -
Contacts - display unpaid invoice on top only under client/contact
Ability: Xero only displaying the unpaid invoice up top under client/contact ----- same as former Xero version - PLEASE change this back it was perfect and it is very much not userfriendly now
Purpose: quick overview of the account i.e. which invoices are unpaid and what was communicated last
Current issue: with the new changes all client invoices are displayed on top, this clutters the view and is useless information, the old invoice (old and paid) don't need to be visible on top. The current invoice status is important i.e. what is not paid. It is clutter to display all…
6 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?8 votes -
Contacts - Add a View invoice button to Contacts
When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).
4 votes -
Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
36 votesHi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
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