348 results found
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Contacts - Receive payment from customer contact page
I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?
5 votes -
Contacts - Trigger Manual entry warning after save & close
When I am manually entering a contact bank account number, I find it disconcerting to be warned to enter the bank account number after I leave the BSB code field. But I HAVE to leave the BSB code field in order to move to the Bank account number field! Leaving the BSB field is not a mistake!
I think the warning would be better triggered if you attempt to click on 'Save & close' without completing both fields.5 votes -
Hubdoc - Set rules when importing bills
The way that you can preset (and save) coding in spend money bank rules in Xero between "Fixed items" and "remainder items", it would be extremely useful to be able to do this with bills that are uploaded to Hubdoc.
You would then also be able to save the multiline configuration in Hubdoc so that when the bill autosyncs with Xero it has the desired split between fixed and remainder items.
Please see attached PDF. An example of this is where you have phone bill that has fixed business and personal items. The remainder of personal tolls, which differ in…
5 votes -
Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
5 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
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Contact | View recent invoices/bills - set default date range
The longer I use Xero the more supplier invoices it stores.
When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.5 votes -
Contacts - Record invoice payments from the contact screen
have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process
5 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
Hubdoc - Full integration with Xero files
I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?
5 votesHi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
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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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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…
4 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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Navigation - Hubdoc shortcut
Shortcut to Hubdoc - First thing I do when I open Xero in most clients is click straight into Hubdoc. With the BETA layout the shortcut has now been lost right down under 'do more with Xero'. I want to move the shortcut so it is the first thing I get to when I click on the client name. I'd also like the hide the Syft, I don't plan on using it yet and don't want it on my dashboard
4 votesThanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
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Hubdoc - Add ABN field for suppliers
I would like a field in Hubdoc to enter the supplier ABN number, that would then pull through to the ABN Field in the Contact in Xero please. This will be a huge help when bulk reviewing ABNs and GST Registration status. If the field could be clearly seen when processing documents it would be helpful so we can just double check against the document when processing.
4 votesHi there!
Thanks for this fantastic suggestion. We can definitely see how an ABN field in Hubdoc that syncs to Xero would be a huge help.
Having that ABN visible while processing documents would make it much easier for accountants and bookkeepers to confirm supplier details and apply the correct GST.
The next step is to gather more community support! If you know any colleagues who would also benefit from this, please encourage them to add their vote. We'd love for them to share their own experiences in the comments, as hearing how this feature would improve different workflows is incredibly valuable.
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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…
4 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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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.
4 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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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.
4 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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Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
4 votesHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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Contacts - Search newly registered addresses
When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?
4 votesThanks for your feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.
We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here. I'll be sure to update you if there's any news.
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Hubdoc - Ability to receipt supplier payments as remittances in Xero
Why can’t we simplify the process of submitting and reconciling remittances from suppliers using a "receive money transaction" in Xero? Currently, when we receive a remittance through Hubdoc, we must manually change it to 'receipt' before submitting it. This creates an invoice draft in Xero, which we end up deleting as it serves no purpose, leaving the remittance stuck in Hubdoc. This process is inefficient and doesn’t make sense. We want to phase out Hubdoc, but it's currently the only place where we can store remittances. Ideally, Hubdoc should communicate directly with Xero, identifying the file as a remittance for…
4 votesThanks for sharing your idea here, Kelly. We don't have any plans for adding the ability to receipt remittances from Hubdoc to Xero in the short term, but we'll gauge the interest from the community in this, here.
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Contact - Ability to copy & paste bank account number (accept spaces not just hyphens)
When you try to add a new bank account to a contact, Xero only accepts numbers and hyphens in the field. Spaces are not accepted.
All invoices issued by Xero have the issuer's bank account on the invoice formatted with separating spaces between the number blocks.
So when entering a new contact, I can't just copy-paste the bank account number from the invoice that was created by Xero because the format of such number doesn't comply with the formatting in Xero contact section. Every time it has to be manually edited by all the thousands of Xero users.
It would…
4 votes
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