396 results found
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Smart Document Capture - add credit note to drop down for document type
We often receive individual tax adjustment notes/credit notes from suppliers and I forward these to my inbox. If there was the option to select the document type as credit note from the Smart Document Capture pane, it would save me having to navigate to bills, new credit note and manually attaching the file to the transaction. This feature would streamline the processing of files within my inbox.
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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location of file folder on sales invoices
When the new sales invoice function was released the attached files were moved from the top of the screen to the bottom of the invoice screen. The is incredibly frustrating when you have to scroll to the bottom of the page each time you want to check attachments, especially when you have dozens of line items on the invoice. Can there be flexibility where the files are shown on the screen?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Contacts - Add Charity Registration numbers field
As a national charity supporting member organisations that are charities, it would be really useful if we could add Charity registration numbers to contact information. This is probably going to be more important now that the Charitable Incorporated Organisation has been introduced in the UK. https://www.gov.uk/guidance/charity-types-how-to-choose-a-structure-cc22a#types-of-charity-structure
It would also potentially be useful for businesses that are supplying services to charities as if would provide a way of prompting them to consider whether they should charge a lower rate of VAT where VAT legislation enables them to do so https://www.gov.uk/vat-charities/what-qualifies-for-relief
1 voteAppreciate your suggestion here, John. We can understand how having a dedicated Charity Registration Number field on contact records could make it easier to maintain accurate information and support compliance requirements.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently record charity registration numbers and where you'd expect to see this information displayed.
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Files - Xero files now contain PDF's of docs uploaded via 3rd party apps such as Dext which is messy and not necessary
Since the latest updates to Files (which I appreciate is building on AI), Xero Files now contains PDF's of all docs uploaded from Dext for example. Some of my clients have thousands of these docs, they're saved against the data entry and they're filling up files for no reason I can see. Might also cause storage issues down the line doubling up these PDFs. Could we get an switch off option?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Contacts AU: populate business details via ABN validation system
When creating a supplier contact and entering the ABN, the system should automatically populate the relevant details via ABN lookup for future improvement.
1 voteThanks for sharing your request here, Dilip. We understand the request to automatically populate contact details from an ABN lookup when creating a contact. Having business information filled in from the ABN could help reduce manual data entry and improve accuracy when setting up new contacts.
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 like to use it.
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Xero files - Add an Invoice Number field
When uploading invoices via Xero files, it would be nice to have an invoice number field as well as a reference field. It seems like an important field to miss out as it requires manually adjusting afterwards. I prefer Xero files to Hubdoc as it populates the description fields and automatically splits costings. This would be the cherry on the cake for a great tool in Xero.
1 voteHi Rhys, thanks for sharing this idea. We can see how having an Invoice Number field within Xero Files upload could make it easier to create transactions.
For now, if you're looking for automatic extraction of invoice details, Hubdoc can capture information such as the supplier, invoice number, date, and amount from uploaded documents before publishing them into Xero. We appreciate this doesn't help when you're managing documents directly within Xero Files.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If you're looking for a manually editable field, automatic extraction, or both, we'd love to hear more about how you'd use it.
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Mobile App - Ability to add more email address to new customer
hi guys, it would be helpful if i could add more than one email contact when i set up a new customer on my mobile app.
simon.
1 voteThanks for sharing your idea, Simon 😊 We understand you’d like the Xero Accounting app to let you add more than one email address when setting up a new customer, so it’s easier to manage customer contact details on mobile.
We’ve reviewed your idea and are moving it to Gaining Support so other customers can vote on it and add their feedback. Hearing more about how this would help your workflow in the Xero Accounting app will help us better understand the demand and use cases for this improvement.
If this would make a difference for others as well, please add your vote and share more detail in the comments.
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Contacts - Update new contact name on historical transactions
I would like to see Customer and Vendor names automatically updated when edited. Right now the names stay what was originally entered. It would save a lot of time if the names updated on old transactions automatically.
1 voteThanks for sharing this idea — we can see why having historical transactions automatically reflect an updated contact name would be helpful.
We’re moving this idea to Gaining Support so we can continue to track interest and impact.
In the meantime, there is a workaround you can try. Create a new contact with the updated name, then merge the existing contact into the new one. When contacts are merged, Xero keeps the transaction history together and historical invoices, bills, and other financial transactions inherit the name of the contact they were merged into.
Please note, if the contact is linked to a project, that will need to be updated manually after the merge, as project contacts don’t update automatically.
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Contacts - Record group changes in history and notes
It would be very helpful if contact group changes were shown in the history - what change was made, when, and by whom. Currently, they leave no trace.
1 voteHi Chris, thanks for sharing this idea.
We can see how having Contact Group changes recorded in History & Notes could make it easier to track updates and understand when contacts have been added to or removed from groups.
I've updated the status of this idea to Gaining Support, so we can keep track of the votes and feedback. These details help the team better understand the value of the idea.
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Hubdoc
Hubdoc - Copy the Document type to "All Tabs". CN for Credit Memo, INV for Invoice, M for Memo, Stmt for Statement etc can be seen or searched for at a glance. Not just the Supplier, date, amount etc. Would be super convenient when searching.
1 voteHi Kathy, while Hubdoc remains a core part of our offering we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
While we'll move your idea to Gaining support for now I want to be open that we don't have plans for adding document type to the All tab in Hubdoc.
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Files - Page scrolling at top of page
As the Archive in Files expands, we need the option to scroll through pages easily by using the scroll button. This should be located at the top of the page.
1 voteHi Lynn, thanks for putting this forward. We can see how having page navigation controls available at the top of Files screen could make it easier to move through large folders and archived documents, especially for businesses that have built up a large volume of files over time.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this could improve document management workflows.
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Contacts | Activity - Purchase order "Approved" (change colour of status from green to blue)
Once PO's have been approved, could they be shown in BLUE (rather than green) - so as to distinguish between Bills "Awaiting Payment" (green) and PO's "Approved" (also in green) when in a Supplier.
1 voteAppreciate when viewing this information on a Contacts Activity tab how further differentiation could be useful, Ingrid. We don't have any immediate plans for changing the colour, however it would be good to get a wider sense of interest for this from the community here.
However, to avoid any confusion you also have the transactions type tabs that you can click on to view only activity for that type of transaction.
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Files - Add a secure 'Contractor Portal' and automated file sharing options for external contractors
Allow us to send files to certain contractors via email such as subject or create a contractor portal or sync to google drive or something! Sending contracts would be amazing too ! like getting signatures within Xero
And allow contractors to sync with Gusto and also add contract terms to their profile for automations1 voteThanks for sharing this idea, Jessasm. We can see how having a dedicated way to securely share files with contractors or external contacts could help streamline collaboration and reduce the need to manage documents across multiple platforms.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please keep voting and share more about how you'd use file sharing in your workflow.
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Bills - bills created from uploaded files should apply contact defaults
Allow bills created from the files inbox to use a default VAT rate which could be set in the supplier record, this will massivley speed review of these bill, or where the category is picked up by Xero, use the default VAT rate for that category.
At the moment it takes longer to process bills through the inbox, than the old way as draft bills, although more information is recorded, I'm not sure of the benefit of a slower process
1 voteHi Keith, thanks for sharing your feedback. We can understand why you'd like contact defaults to automatically apply when creating bills from uploaded files.
At the moment, bills created from uploaded files don't automatically inherit all of the defaults saved against a contact. This means there can be some additional review and manual coding required before the bill is approved.
For now, you'll still be able to apply these details manually when reviewing the bill, and some customers may find tools like Hubdoc helpful for streamlining parts of their document processing workflow.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve your accounts payable workflows.
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Contact - Improve the Contact Activity layout
I don't understand why the tiny "Invoices owed to you >" box takes up the entire left column of the screen, which then means the Invoices list isn't full width.
Surely the tiny overview box could be combined into the section with the graph and allow us to view a full width invoices list for a contact?
1 voteHi Bee, thanks for sharing this idea. We understand the request for a more streamlined invoice view within a contact's profile. The idea is to expand the contact's invoice list table in the Contact Activity screen to improve visibility and access to the information you need without navigating elsewhere.
If this would improve your workflow, please add your vote and share more detail about how you'd like to see this work.
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Contacts - Ability to add notes beside transactions
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 voteThanks so much for taking the time to share this idea with us 🌟 We really appreciate you raising it and helping us understand how Xero could work better for you.
We’ve moved your idea into Gaining Support so that other customers in the community can find it, vote on it, and add their feedback. While we cant promise this is part of our current plans, our product team will keep an eye on the level of community interest as they review ideas and consider future improvements.
If this is something you’d love to see in Xero, please feel free to share the idea with others so they can vote and add their thoughts too. That support helps our team understand how valuable the idea would be for customers.
Thanks again for sharing your feedback with us.
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Sending emails from the mobile app
When sending emails from the mobile app, it’s important to have the option for emails to be sent from our business email address rather than the personal login email.
At the moment, emails are being sent from a personal address, which means clients are receiving and having access to personal contact details. This isn’t ideal from a professional or privacy standpoint.
Having the ability to set and send from a designated business email would greatly improve professionalism and client communication.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
1 voteHi Abi, 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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Contacts - Ability to add default description in contact
Allow for a default description under the sales default and purchases default in contacts so contact settings can pull through a generic description instead of having to manually add it each time.
1 voteHi Sarah, 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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Contacts - Search contact by identifier
Within contacts, we are unable to search by the identifer code that gets create and is displayed on the contact. See image, where it has the APP, in the search bar in contacts, if I use those 3 letters it comes up, cannot find. Why is this identifier there if you cant use it?
1 voteHi Kirsty, thanks for sharing your idea, and pointing that out.
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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