396 results found
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Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
7 votesHi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.
We will keep our eye on it, here.
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Contacts - Add Preferred name field
Add preferred name option
7 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
7 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 -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
7 votes -
Hubdoc - Extract & compare bank account information from invoice documents
I would like to request that HubDoc extract bank account and GST Numbers from uploaded invoices and compare the information to the information stored in the contact in formation in Xero.
Suppliers provide us with their bank account information on each invoice for payment, I'd like to make sure we know if they change their bank account information.
I've attached a sample invoice
7 votes -
Contact | Merge - Retain contact and financial details
It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.
7 votes -
Hubdoc - Convert Alberta Canada Bank(ATB) Statement
I would love to see Hubdoc Convert an ATB Statement. This is a Alberta Canada Bank but it is a very widely used bank by small businesses. This would be useful for any businesses/ accounting firms or bookkeepers in Alberta
7 votes -
Contacts - Search description across customer activity for products sold
Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.
7 votesCurrently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.
Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report.
However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂
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Hubdoc - Untick 'Save configuration' check box by default
In the HubDoc there is a default setting with a checkbox always marked (active) for "save configuration".
A lot of mistakes are made because old text is saved and reused when it shouldn't.
It's better if there is no text instead of wrong text.
Therefore the default should be unchecked (off) for this "save configuration" checkbox because it causes a lot of problems when the wrong text is saved to XERO.
See the HubDoc screenshot attached for the "save configuration" checkbox I'm referring to.
7 votes -
Xero Files - Show email subject in Xero Files
Show the email subject line in Xero files.
It's simple enough to forward emails with invoices to my xero mailbox, but I don't have control over the filename. It would be great if Xero can show the subject line. That way I could change the subject line when I forward the email. It would look like a note on the invoice in Xero Files.
7 votesHi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
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Hubdoc - Enable reconciliation to Xero when allocating to 0% tax account
Hubdoc's integration with Xero can be great when it enables automatic reconciliation of an invoice with accounts in Xero. However, if any portion of an invoice is allocated to an account in Xero that has a 0% tax rate, Publishing to Xero fails with the error message "Validation Err. Line item tax amounts do not total to document tax amount".
An example of where this occurs is where 50% of a transaction is deemed a business expense, while 50% of the transaction has a private use component, where the private use component is treated as personal drawings, e.g., the business…
7 votes -
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.
6 votesThanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
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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Files - Option to sort files by 'Associated with'
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
6 votesThanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
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Files - Quick View/Preview for Image Attachments
It would be helpful to have a Quick View option for uploaded pictures or screenshots, allowing users to preview attachments without downloading them.
6 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. 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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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…
6 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 - 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…
6 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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Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
6 votes -
Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
6 votes -
Contacts - Ability to mark suppliers as preferred
A way to mark contacts as " preferred suppliers",( traffic light colours?) and a way to attach a document to this contact such as a hire agreement/ contract/ agreed rates/insurance documents etc.
6 votesInteresting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.
In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.
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