396 results found
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improve contact search in Xero
Please improve the Contact Search function so that when a user types the first few letters of a contact’s name (for example, the first three letters), contacts whose surname begins with those letters are prioritised at the top of the search results.
At present, search results often prioritise contacts where the same letters appear within an email address or elsewhere in the contact record, making it more difficult to locate the intended contact quickly.
Prioritising surname matches would make the search function more intuitive, significantly improve efficiency, and better reflect how most users search for contacts.
2 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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smart document capture over 10 pages
I'm really enjoying the smart document capture feature. It has been very useful so far. However, the one downside I have found is that it is limited to documents (in my case, invoices) with maximum 10 pages. Quite frequently I must process invoices with many line items which usually comes in well over 20+ pages. While the smart document capture does process the entire invoice as 1 line item, I actually require each individual line item to be present in the bill so I can monitor the purchasing activity for these specific products. This is a very time-consuming manual process…
2 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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Employee related documents to be able to attache in the employee card not with file area
Employee related documents to be able to attach in the employee card not with file area
2 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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Smart Document Capture
Smart Document Capture in Files - disable option!
I like the idea of the Smart Document Capture and being able to add a lot more information, but when I scan a document to files I JUST need to be able to rename it. You had recently changed the formal so you could have the file open AND rename it at the same time, which was fantastic, now you've added an extra feature and removed the ability to rename the file while it's open. Almost all of my Files are going to be "Other" and I hate that you've removed the…
2 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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Smart document capture - Ability to assign billable expense
In Files>File Details there is no option to assign expense to customer.
2 votesAaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂
Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.
For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.
We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.
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Bills - Auto fill contact detail to create new contact
If a bill comes in from a new contact, auto-fill contact details from the bill rather than having to type in. Also auto-check and flag if contact details differ once you select a contact.
2 votesAppreciate you suggestion, Vanisha. We understand the request to automatically populate contact details from a bill when creating a new contact. Having more information carried across during the creation process could help reduce manual data entry when adding new suppliers.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Xero Files - Ability to tag files
File TAGGING! Can you please please add where we can tag files. Like ok tag to project tag to contractor. Tags! Tag projects to receipts and hires.
If you add "tags" or labels to files and projects that'll make less clicks for everyone! and so much faster. The tags will obviously auto populate into the right project, files, or contractors!2 votesThanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
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Smart document data capture - multiple pages
please can you tell me when we might be able to capture a multi page invoice as one pdf in Smart Invoice Capture - ie 2 pictures to one PDF as can be done Dext
2 votesHi Tracey! We're in the process of releasing a new feature via our Xero Accounting app that will enable you to upload as separate or a single document that can be processed with Smart Document capture once uploaded to your org. 😊
We expect to have this live to all users soon so I'll round back to confirm when it's out to 100%.
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
2 votesThanks for raising the Idea with us and for the extra detail Elizabeth. I can see that is really important for you processes so we are moving this to Gaining Support so others in the Community and vote and comment and add their own details. Although there aren't any plans to add this in the future, the Product team will watch this to gauge community interest, and we will update the Idea here should there be any changes.
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Navigation - Retain position at a page if we're switching between pages
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…
2 votesHi Ellie, thanks 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 - Approval process for new 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)
2 votesHi Llewellyn, thanks for bringing this suggestion to the community.
We understand why having an approval step before new contacts are created could be useful, especially for businesses and practices managing larger teams where keeping contact records accurate and consistent is important.
This idea is suggesting a workflow where new contacts can be reviewed and approved before being added, helping teams maintain better control over their contact data.
For now, you can manage who can create and edit contacts by adjusting user roles and permissions. We’ll continue to track feedback and interest from the community around this idea.
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Hubdoc: manage multiple accounts via the App.
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.
2 votesThanks for sharing your idea, I can see how being able to easily switch between user accounts could be a game changer.
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 - Add optional Account code column on contact activity screen
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 attached2 votesHi Kyle, thanks for sharing this suggestion.
We understand you’re looking for an option to show Account Codes directly within the contact activity view, so you can review transaction details without needing to open each individual entry.
Having more visibility into transaction coding could make it easier to review contact activities and complete regular account checks.
We’ll continue to track feedback and interest from the community for this idea.
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Contacts - Add a credit checking tool to customer profiles
Ability to run credit checks from the contacts page when enrolling new buyers.
2 votesHi Alton, thanks for your idea. We understand you’re looking for a credit risk assessment tool within customer records, so you can review credit information without needing to use separate systems.
Having credit insights available alongside customer details could help make onboarding decisions and credit management more efficient.
We'll continue to gather interest and feedback from the community for future reference.
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US Tax - 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…
2 votesHi Logan, thanks for submitting this idea. We've opened this idea up to the community to share their thoughts and add their votes onto it. In the meantime, feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers.
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Contacts AU: Display ABN on the Contacts list
If the ABN was displayed on the Contacts list screen, or when a contact is selected, it would be easier to check you were in the correct Supplier (or Customer) before inputting a new bill/invoice which may avoid errors.
2 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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Hubdoc - Configure Publish As options to exclude some options
Configure Publish As options to exclude some options.
We never post Sales Invoices, but sometimes supplier invoices are incorrectly publish as Invoice(AR).
This is lengthy to undo.
I would like to configure HubDoc to exclude the Invoice(AR) option2 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how customisable options in Hubdoc could help prevent accidental misclassification.
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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Contacts - An additional column to show planned date after invoice date and due date
add to show the planned date for payment on the contact page where you can see all the bills as an option for the columns. so we can see if we have set up payment for each of the bills in the contact page for each contact/supplier.
2 votesHi Amy! Thanks 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. Feel free to share it with your colleagues so they can vote on it 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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Xero Accounting app | Files - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and it's a great suggestion for improving Xero. Now it’s up to the community to get behind it and support the change! Share your idea with any colleagues who would also benefit so they can add their vote.
Along with votes, other members can now comment to share additional detail about how this would improve their experience with Xero.
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