396 results found
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Hubdoc - Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
2 votesThanks for your idea on making Hubdoc tags visible in Xero, Natascha. We can definitely see how having that visibility on an invoice would be a massive time-saver.
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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Hubdoc - Feature to group/organise tags
Hubdoc tag organization
It would be extremely useful to be able to group or nest tags within Hubdoc. When there are 20+ tags in use, managing the list of tags becomes unwieldy. The ability to organize the tags within groups would allow more streamlined document management. This is especially important for clients that have been using Hubdoc for several years and have organized thousands of documents using Hubdoc tags, but for whom the majority of documents are being stored for archival reasons. For those, all the inactive tags don't need to be on display all the time. Would it be…2 votes -
Hubdoc - Contrast feature
A contrast function for Hubdoc. Often mobile phone scanned receipts do not have enough contrast and apart from the crop function which is being discussed a contrast function would improve usability.
2 votes -
Hubdoc - Reporting number of invoices processed in a month
Produce a report in Hubdoc that tells you how many invoices are processed in a month
2 votes -
Hubdoc - Client approval to automatically pull loan statements, mortgage statements and bank balances
There are three documents that we are often chasing clients for as accountants in order to do accounts or self assessments -
- Loan statements which show the year-end balances and the interest amounts (for example on the bounce-back loans).
- Bank statements which show the year-end balance to check the accounting software pulled in all the data correctly.
- Mortgage Interest statements (for self-employed clients who work from home or landlords on their self-assessments).We do ask the clients for these, but it's often difficult and very time-consuming for the client to get hold of (and sometimes they just…
2 votes -
Contacts - Option to exclude from remittance
Have an area in the contact card to opt out of the remittance advice for that supplier. This will save the time in unticking suppliers that never want remittance advice every time a batch payment is made.
2 votes -
Hubdoc multi-organisation search option
It would be useful if we could search for invoices/suppliers/amounts/Invoice references in all organisations listed within our Hubdoc portal. Meaning one search bar that searches all organisations, no just the one that is open at the time.
2 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
2 votes -
Files - Add delete button to file preview
In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.
2 votesHi team, we appreciate the interest in improvements to the Files inbox. We are in the process of developing the inbox and improve efficiencies in how you manage and use uploaded files in Xero.
As part of this work we will be improving the preview of files so you can see this side by side within the files inbox, enabling you quickly select and delete a files without having to open and close the preview. I'll keep you updated of when this is live for you here.
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Smart Lists for Suppliers
I am just working through the L3 Xero Certification and finished the contacts section. I notice that Smart Lists are only available for customers.
Is it possible to create Smart Lists for Suppliers?
We have over 600 suppliers and many of those could be archived. If I could create a Smart List for Suppliers that we haven't used for a specific period (e.g. 2 years) I could create a list of suppliers to archive, rather than having to go into each supplier to check the last transaction date.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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Dates in Smart document capture
PLEASE PLEASE PLEASE allow us to enter dates and not have to use the clicker. When i enter 27.5.26 please make it work like other dates and know it is 27 May 2026. Currently whn I type that in the Screen says "Can't show file details" and then a clickable of Refresh to show details, when I do refresh there is not date. The date clicker is so slow and annoying
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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To be able to add the contract to a group directly from the New Contact page.
To be able to add a new contact to a group from edit contact
Currently you can only add group from the main Contacts page
Also to see which group contact is in from the customer profile1 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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Keep files in library
Have an option to keep a file in the library such as Term & Conditions to add to Quotes or have a default Terms section instead of an empty box.
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 bank change
If a staff member changes a bank account for a creditor, the confirmation email (automatic xero alert) should be sent to that person (as it is now), but also to another person. This would make sure a check is in place to verify the bank details are correct, and not a fraudulent change. 99% of the time it is probably correct, but this would help fraud.
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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csv
Invoice Address. When exporting invoices to. csv file it would be beneficial to have customer address in the file also
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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Reduce file size of image captures
Noticed the new files are saved as large sized images e.g. 4mb. The previous files reduced the file size to around 100 to 200kb. Handy to have the reduced file size as if downloaded can save to PDF and easily upload to other apps e.g. Job apps. Large files are sometimes not accepted to these apps. cheers
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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Files - Quickly add new contacts directly from Files uploads
Currently if a file is uploaded for a Contact that doesn't exist in Xero, we have to open a new tab to manually add the Contact. Could a button or hyperlink be added to the transaction screen in the File section that will open a new page or pop up to add the Contact? This will reduce clicks and increase efficiency. Bonus if we can "quick add" where just the Contact name is added by clicking a button in File. Another bonus if the Contact add screen autopopulates as much info from the File that it can (vendor or customer…
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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Files to be accessible by invoice only users
At present the file library can only be accessed by Standard or Advisor user profiles.
When you have purchase ledger roles using the Invoice Only user profile, they should be able to see the file library in order to user Smart Document Capture.
This seems like an oversight and would make life easier for employees in clerk roles.
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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New creating transaction from file
I like the new way we can generate a transaction from within Files.
However, for those of us who use Items, this option is not available. Is this on the radar to be included?
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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Superannuation limit to be able to apply, so that close to year end we don't pay more than cap
Superannuation limit to be able to apply, so that close to year end we don't pay more than cap
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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