277 results found
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PAGE STAYS AT SAME LOCATION WHEN CLICKING BACK
Unsure what category this would fall under - but when navigating through screens / pages and you then click back, the previous screen always rests and puts you to the top of the page, even if you were at the bottom / half way down etc.
It would be useful if the previous page retained at whatever position you were at.
I've noticed it on reports when drilling into detail when you click back and also on contacts when you'e looking through multiple contacts and then click back. It can be hard work figuring out where abouts on the page…
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. 🙂
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Smart document capture - support multiple currencies
Please support multiple currencies in the Smart Document Capture feature. This feature looks very promising but I have a lot of bills in USD and there is no way to use this at present without going to the bank account, grabbing the amount paid in GBP and then manually correcting the amount paid.
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. 🙂
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Copy phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
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. 🙂
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add videos
Being able to add a video to the attachments on an invoice so when sending an invoice, you can send a 5-10 second video of a repair or service or what was fixed or item you are invoicing over. Photos are good, but sometimes video is better.
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. 🙂
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Smart Capture - images from email signature captured as files
We're experiencing issues when an invoice is emailed in - Smart Capture adds any images in an email signature to Xero files as a document. These .png or .jpeg files are logos or social media buttons in the email signature.
I've emailed in 2 invoices to test the function and now have 14 files to review. If I ask my client to email in receipts these additional images will need to be reviewed and deleted one by one to check they aren't an invoice or receipt; this wastes time. We also use Dext for invoice processing and don't experience this…
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. 🙂
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credit control history needs more attention
Credit control- the history data needs more detail
Sending an invoice and sending a reminder - have the same written detail in historyCan you differentiate when a reminder has been sent at least !
Can you also differentiate if the reminder is Overdue, On stop or Letter before Action as per the different email body templates available to send
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. 🙂
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Credit control - customer 'on stop' function required
Can you please have the function to place a customer 'on stop' until payment has been made.
Credit controller needs the visibilty to see that a customer has been placed on stop pending payment and show in the history date went on stop and why
Perhaps a colour visual like a red on stop button for instant awareness
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. 🙂
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contact creation
For internal controls it would be good if creating new customer and supplier contact can go through a draft and for approval stage. This allows an approver to 4 eyes check the information captured before the contact is created. (Ensure all required fields get captured)
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. 🙂
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there is no add files button for some bank receipts . This happens when there is a mix of invoices and credit notes
Add an attach files button to all bank entries on the bank account transaction page. The button is omitted when a receipt is made up of invoice and credit notes or payment adjustment. The button is required to add the clients remittance advice.
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. 🙂
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Smart document capture - Defaults when reviewing files
Most of our receipt uploads are treated as spend money, using our main bank account.
Every time I review a receipt I have to select the document / transaction type and the bank account used.
Having a default with the option to change it would be good, or simply remember the last used values.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. 🙂
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Smart document capture - Add tracking category when reviewing
Provide a way for an uploaded document to be assigned to tracking categories.
Due to screen space I suggest an icon which opens a pop up selector.Currently to assign a category to tracked items means re-opening and re-editing the transaction.
3 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. 🙂
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Contacts - Warning of existing archived contact with same name
Xero currently does not identify a contact as a duplicate if the contact has been archived and another one is being created with the same name.
Some people have thousands of contacts so this isn't something that we can manually check before we create a new contact.
It would be much better if Xero advised you that there was an archived contact with the same name when you are creating a new contact - then we could just restore the previous contact, and all of our purchases (or sales) would be in the same correct contact. This would also improve…
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. 🙂
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Hubdoc APP Login multiple companies different email address
Abilty to log into APP with different email address (not the alias option) for people who work at different organisations they are very protective of what email address they will send paperwork to and have control of with privacy and control. Therefore the app needs to allow multiple logins with different emails address rather than the alias option as this will not be accepted by alot of businesses.
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. 🙂
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Contacts list - Make payment option
If i am searching a contact i would like the option to be able to make a batch payment from that screen.
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. 🙂
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Account Column in Contacts Page
In the transaction lists in a client, having the ability to add "account" column to see what expense account a Spend Money is associated with, or the income account a Receive Money is recorded to.
eg. image attached1 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. 🙂
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view which clients have new Xero Files uploads - accountant dashboard
I have many clients so it is time consuming to go to each client organisation and into Files just to check whether there are new uploads. It would be great to have a dashboard in Xero HQ that showed how many items were in a clients Xero Files inbox. Or at least get notified when a client has uploaded to the Files 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. 🙂
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credit checks
Ability to run credit checks from the contacts page when enrolling new buyers.
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. 🙂
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ability to search any word in sales invoices
I often need to search for site addresses of past jobs, which I have to put in the body of the email due to the amount of my customers who have different ones
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. 🙂
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Ability to set a reminder on a contact
Being able to set a service reminder on a contact would be awesome for customers that have regular service agreements
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. 🙂
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Certificate of Insurance (COI) Management | Compliance
While Xero currently allows documents like Certificates of Insurance to be uploaded to a contact, it would be much more effective to have a structured compliance tracking feature similar to how W-9 information is managed. This would allow users to input and track key insurance details—such as policy type (e.g., General Liability, Workers’ Compensation), coverage limits, and expiration dates—directly within the vendor or contractor profile. With this data captured in a structured format, Xero could provide automated reminders for upcoming expirations and visual alerts for missing or non-compliant coverage, helping businesses better manage risk and ensure vendors remain compliant before…
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. 🙂
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