403 results found
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Hubdoc - Make the 'Document too large to attach' message a hyperlink
when xero says 'Document too large to attach. View in Hubdoc' when viewing an invoice, could you make that a hyperlink so i can just click on the link to hubdoc, saves copy & paste, thanks.
2 votes -
Hubdoc - Add support for Intrust bank
Supported Banks - Please add Intrust Bank.
2 votes -
Hubdoc - Sort Hubdoc Docs by Payment Status
I would like to add to the Sort By options, to include Payment Status. When Bills are issued months in advance of the due payment date it's difficult to manually skim through and find them on the Hubdoc Docs list to check them off as paid. As some of our bills are paid via owner funds introduced, it becomes important to have a checklist of what's been processed and what hasn't.
2 votes -
Contacts - Reinstate the email feed
The email feed on clients account activity needs reinstating. If people send a quote mid communication via email rather than on xero or someone emails in a query about an invoice this is now getting lost rather than recorded on their account!
PLEASE REINSTATE this was essential for credit control and communication between team members regarding clients!
2 votesHi there 👋, as you may have received communication of - we made the decision to retire our integration with Mailchimp, MS Outlook, Google Contacts and Hubspot from 10 Sept this year. We know the integration wasn't delivering the experience our customers expected, and retiring meant we could sharpen our focus on integrations that'll provide more value. We don't have any plans for bringing this back.
If you’d like to continue using an app integration, we recommend you visit the Xero App Store to determine whether apps like Zapier or Make would be a good alternative for your needs, or alternatively visit Xero Developer to find out more about building a custom integration with Xero.
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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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Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia2 votes -
Be great within Payroll, to have a file where we could put individual employment contracts
Would be great if within the Payroll, we could upload staffs individual employment contracts. Would keep everything in one place.
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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Adjust VAT when recording Spend Money direct from the Files page
I like the new feature where you can record Spend Money transactions direct from the Files page, but the whole feature becomes useless if you can't adjust the VAT amount to match that on the voucher/receipt. Switching to 'VAT Exclusive' doesn't give you the ability to amend the VAT value, so if it's out by a penny you have to cancel the operation and record it in the old Spend Money way. Seems a bit silly really.
So, allow users to adjust the VAT amount when recording Spend Money transactions direct from the Files screen.
Thanks
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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journal
Please enable an (optional) contact field for manual journals. We (and everyone else I'm sure) analyse monthly transaction data on a supplier contact level and it is very difficult to do this when the contact field is left blank. Aware you can enter a contact name in the description or use tracking categories but that is a workaround and incredibly inefficient.
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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RENAME FILE IN FOLDER
Allow the name of uploaded file to be change more simple. this would save time when uploading multiple files
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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Client Phone/Mobile populated field - include in reports
Need to identify clients where the Phone/Mobile field has been populated. Currently reporting and exporting options do not separate the populated Client Phone field into Phone/Mobile etc. There is a compatibility issue with ATO SmartDocs not picking up the mobile phone number if it is in the Client's Phone/Mobile field. We need to move these to Phone/Phone field to fix the issue, but currently there is no way XPM can provide a list or report showing clients where their Phone/Mobile field has been populated.
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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Address
Moving or reducing size of the add address screen so you don't have to scroll down to select add. For ease of use, at 100% zoom it should all be visibleor action button to the top
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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Search by & select contact groups when sending Invoices/Statements etc.
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their 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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Is there a way to remove the Review feature in files
There is a new feature in files called Review, is there a way to remove it as it is something our company will never use and it gets in the way.
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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Add Contact Name to History and Notes Report
Add Contact Name to History and Notes Report - we use this report for bank account changes audit purposes. It would be great to have a column with the contact name to assist with this audit process. Currently we need to click into each contact to find the name.
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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Contacts - Create alert when entering a bill if a new contact has been created
When entering a invoice create an alert if a new contact is being in created, in case it is an error. It is too easy to make a typo without noticing and Xero will just make a new contact as default even though it's not needed.
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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Allocating bills from suppliers with multiple line items (eg. Bunnings and Bowens) to a Master Job
In MYOB, when a bill is sent from a supplier (eg. Bunnings) to the inbox, when converting this from a draft to an "actual" bill, there is an ability to "code" the entire invoice to one particular job (eg. Job X).
Then you can go into the individual lines and re-allocate them to Job Y (if need be).
This initial "master job allocation" allocation saves times as then each line is allocated against Job X, rather than manually having to enter this information in on each line before approving the draft.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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0 votes
Thanks 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
The new files is incredibly fiddly! Previously I had my uploaded files in years and if I hadn't filed them into years yet they remained in the inbox until I dealt with them. Now everything is archived I have no idea what isn't in a folder and what is just sitting in archived. And when I view a document just sitting in archived i have no way of knowing if it is in a folder or what folder it is in.
Am I doing something wrong??
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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subfolders in
Subfolders - It would be great if there was the ability to create subfolders in Files. For example to enable filing by financial year/month etc. As it is combing through an incredible amount of documents to find something is very time consuming.
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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