396 results found
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Smart document capture - Ability to auto approve transactions to awaiting payment
The new Smart Capture feature in Xero Files is a great step forward, but one key limitation is currently preventing us from fully moving away from Hubdoc.
At the moment, when Smart Capture creates a bill, it can only be published as a draft. There doesn’t appear to be any option to choose the bill status during the creation process.
In Hubdoc, we can choose the status before publishing, for example:
• Draft
• Awaiting Approval
• Awaiting PaymentThis is extremely useful for workflow management and automation.
With Smart Capture in Xero Files, every bill has to be manually…
16 votesGreat to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
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Hubdoc - Mark purchases as Paid once reconciled in Xero
When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
Specifically, if a document is
1) published as "Purchased, Awaiting Payment", and published to Xero
2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
3) then when viewing the document in Hubdoc, "Mark as…16 votesHi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
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Hubdoc - Allocate to any bank account
Please make it possible to allocate expenses to any bank account while in hubdoc. That way a lot of time is saved when reconciling transactions to the bank account.
16 votes -
Hubdoc - Add an Audit Trail
HubDoc - Audit Trail
We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.
16 votes -
Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
16 votes -
Contacts - Ability to bulk restore archived contacts
I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.
16 votes -
Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
16 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
16 votes -
Contacts - Ability to search group
Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.
16 votes -
Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
15 votesAppreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record
A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.
If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.
For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an…
15 votes -
Hubdoc - US Date Format
Hubdoc date format recognition is set at a global level, meaning when it processes invoices for US date formats, it can get it very wrong (e.g. 01-09-23 is interpreted as 9th Jan 2023 when it should in fact be 1st Sep 2023).
This makes automating the process impossible and requires manual checking and adjustment of the date on all US date format documents before submitting to Xero. It can also lead to mistakes and significant additional time to rectify errors when reconciling.
Please provide a means of either auto-recognising the date format (though I appreciate this is easier said than…
15 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
15 votes -
Contacts - Add EORI number field to contacts
EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?
15 votes -
Contacts - Allow macrons for languages (such as te reo)
We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…15 votesHi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons?
One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image.
It'd be great to better understand and see if we can look into this a bit more.
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Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
15 votes -
Contacts - Set date to send reminder notification for service dates
Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
This could be done by date only.
It would save us having to add another app and potentially another running system to get this feature.14 votesAaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.
For now we'll track the interest in this from community here.
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Hubdoc - Set date to current century
Stop dating in 1900s.
Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.Hubdoc interprets this as the year 1925.
I dont think there are many people entering receipts from 100 years ago.
Please remove those last century calendars from Hubdoc.While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…
14 votesThanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
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Hubdoc - Default coding of Document Type
Be able to set up default coding for the Document Type to always be Receipt, and Document Status to always be Awaiting Payment. This at present isn't possible within Hubdoc.
14 votes -
Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes
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