436 results found
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Hubdoc - Email-to-Bill Rules
Allow for rules to be placed on what to do when data is missing or unable to be grabbed. Ideally for these to be linked by which supplier the order is from or even setting global rules
Specific Ideas:
-Setting a default Global Due by date when missing
-Setting a specific stock line(s) to apply stock to by supplier
-Setting not to overwrite cost price with default cost price in system.4 votes -
XPH | Homepage - Widget for reviewing client transactions without attachments
We would like an exportable / emailable report to show spends and bills in a period that are missing files / source documents.
We could / would use this:
- as a quick weekly review
- monthly as part of month end
- as part of GST prep
- we work for clubs, and we would use this as part of annual pre-audit process for them - so the date range is important - as their year end is 31 Oct.Please make this a permanent feature or quickly accessiable report in Xero. Please also add it as a widget…
3 votesAppreciate you sharing your idea in the forums here, Glennis. Sort of 2 pronged for a report as well as a widget I found another idea related to your first suggestion and added your vote for.
Separately, we'll get a gauge of the interest from others in a widget in Xero Partner Hub for this purpose from your idea here.
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Files - Add Expiry/Renewal Date and Automated Reminders
Ability to add an expiration date or renewal date to files (Contract end date, Tax clearance certificates etc.) with reminders on when documents are up for renewal.
3 votesHi team, thanks for sharing your thoughts on adding expiry and renewal dates to files. It’s been useful to hear how this could support the management of compliance-related documents like insurance certificates and training records.
The idea of having reminders for upcoming renewals is a practical one, particularly for teams working in compliance-heavy environments. We’ve moved this idea to Gaining Support, which means it’s now open for the wider community to add votes and comments. If this would be helpful for your business, feel free to share how you’d use it or any specific scenarios you have in mind — that context helps shape what we look at next.
In the meantime, the current workaround is to track renewal or expiry dates outside of Xero, and archive expired files before uploading the updated versions when they’re ready.
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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.
3 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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Contacts - Display Group membership in main Contact list view
Be able to see a list of contacts, showing which groups each contact belongs to at a glance. Who are donors, who are equine related, who attend camp, which are organizations/business/church, who take lessons
3 votes"We appreciate your input. Your idea has been reviewed and is now live for voting.
To help prioritise this request, you can share it with your network so they can add their support.
The community can also add comments to your post to explain how this specific change would improve their daily workflow."
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Have an extra step to delete attachments
It would be great if there was an extra prompt to confirm when deleting attachments from purchases/sales. Currently you only have to press the 'x' and the document is removed and there is no way to undo this if it is pressed accidently. If it prompted you to accept the delete you could say no and avoid this issue.
3 votesThanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
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Xero files - option to view files as a group, reducing the need to open individually
New Xero files - add option to return to the old way of viewing bills that had been uploaded?
I often log in to 80-100 bills that have been uploaded into files for me to add to a clients xero. Until the recent changes you could click on the oldest one and then scroll through each one viewing them full screen whilst working on another screen to add the information to a bill in xero. Now when you click on the file it opens in a much smaller box on the far side of the screen and you can't scroll…
3 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. While that exact group view isn't available in the new design, we have a helpful trick: we recommend you try expanding the side view of the file so it fills up most of your screen. When you do that, you'll be able to quickly jump between files just by hitting the Tab and Enter keys on your keyboard. If you run into any trouble with this or need more help, please don't hesitate to reach out to our support team :)
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Contacts - Field for Supplier's Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
3 votesHi, thanks for sharing your idea about adding a field for the account number your supplier has 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 it with any colleagues that this could benefit, so they can add their votes and comments too!
There's already a Product Idea for a supplier credit limit where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/44961232
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Reconciliation/Hubdoc - Auto-match scanned receipts to bank transactions for easier reconciliation
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
3 votesThanks for bringing your idea forward and clarifying the most impactful changes. We've taken a look, and now we need the community's voice to drive it forward! Get your colleagues involved by sharing this idea so they can vote.
Their comments are also welcome to add additional details about how this could improve the Xero experience for everyone.
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Contacts - Switch "They Owe" and "You Owe" columns to align with accounting norms.
The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:
They Owe - left side / debit / current asset
You Owe - right side / credit / current liability3 votesThanks for sharing your idea about how you'd like the "You Owe" and "They Owe" columns to be the other way around.
It's worth noting that the current orientation matches the Spent/Received columns in the Reconcile tab of the bank account. You might like to raise a separate product idea if you'd also like a similar change there (or maybe an option to swap the columns around).
In the meantime, we've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this idea with any colleagues that this could also benefit, so they can add their votes and comments too!
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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.
3 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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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 - View Available Credit
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 the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
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Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
3 votes -
Hubdoc - Filters for published to Google Drive or DropBox
To be able to view a list of documents that have "not" been published to Google Drive or DropBox. With the ability to filter and bulk publish would be a really useful feature to have
3 votes -
Hubdoc - Delete Button
Naturally, when emailing in invoices and receipts, we end up with extraneous items in the Docs Pane on the left hand side. To delete these, we currently only have a small 'delete' button in the far top right corner, followed by a confirmation message in the centre of the screen.
It'd be great if the UI was updated to have either:
- a delete button closer to the Docs Pane on the left hand side
- some right click functionality, to allow us to delete documents
- some keyboard shortcuts to allow us to process these items much quickerI…
3 votes -
Hubdoc - assign a currency to a suppliers
Some supplier invoices don't have a currency on them eg USD and Hubdoc enters the base currency of the organisation eg NZD - if you could assign a currency to a supplier, it would avoid having to manually change the currency on each invoice
3 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
3 votes -
Hubdoc - Warning when drag & dropping folders
I find it very easy to accidentally drag and drop folders into another folder in the documents list and then it's gone before you even notice which folder it was or which folder it got dropped into. Please please please add a pop-up query when a folder is dropped into another folder - "do you really want to do this?"
3 votes -
Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
3 votes
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