412 results found
-
Contacts - Link sent Customer Statements from Activity History
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
11 votesThank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.
-
Homepage | Tasks - Include documents to be reviewed in Hubdoc
Include if there are documents to review in hubdoc under tasks
11 votesWe appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
-
Contacts - Turn off the Contact name suggestions when entering transactions
Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.
11 votesHi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
-
Hubdoc APP - Ability to view notes added to documents.
Can we please have the ability to see if a note has been added to a document when you are in the Hubdoc APP without having to go into a document.
The ability to see this is available in the Web version, would be great to see it in the APP as well.
Thanks
11 votes -
Contacts - Add 'invoice description' to Supplier & Customer activity feed
I would like to ask if there is a possibility of having on suppliers' and customers' activity bar (please see attached screenshot, what I mean) and one more column - bill/invoice description? I used to work with QuickBooks, and they had this feature, which was very helpful.
11 votes -
Hubdoc - Upload notifications
It would be useful if a notification was sent when any document was uploaded. Currently, there are supplier level notifications but when there is something that has been uploaded (jpg, memo, etc) and the system is unable to identify it to a supplier it dumps it to the failed tab which at present does not create any notification.
11 votes -
Contacts - Include Contact ID in CSV Export
FINTECH requires Xero’s Contact ID for integration, but the Contact ID isn’t included in the contact export. They must be manually copied from the URL, which is slow and error prone.
10 votesHi Marcia thanks for raising this here, we can understand how including the contact ID would be a great addition to the export feature in Contacts.
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.
-
Navigation - Hubdoc shortcut
Shortcut to Hubdoc - First thing I do when I open Xero in most clients is click straight into Hubdoc. With the BETA layout the shortcut has now been lost right down under 'do more with Xero'. I want to move the shortcut so it is the first thing I get to when I click on the client name. I'd also like the hide the Syft, I don't plan on using it yet and don't want it on my dashboard
10 votesThanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
-
Hubdoc - Warning if supplier bank account in Xero is different
Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.
10 votesThanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
-
Hubdoc - Detect Bank statement when publishing to Xero
Currently hubdoc suggests that a document is a Credit Note and to check before proceeding. Can this be the same when a document has Statement written on it. I find that statements are often processed as invoices causing duplicate payments within Xero
10 votesIt's great to hear you find the Credit Note detection useful, and can understand why you'd like to see this for bank statements as well.
We've reviewed your idea and we'll be keeping a close eye on the support this gains in the forums here.
If there is any news to share, we'll update you here.
-
Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
10 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
10 votes -
Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votesHi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
-
Contacts - Switch Contacts without going back to contacts page
Add the ability to click next and previous while viewing a contact.
10 votesThanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list?
-
Hubdoc - Extract tax amount from the invoice
Extract tax amount from the invoice. This is required for compliance with VAT amount recorded in accounts must match what is on the invoice
Extracted Amount requires a manual entry of VAT amount. This is misleading as "extracted" suggests the amount has been extracted from the invoice.
20% on expenses option calculates from the NET AMOUNT or backwards from the GROSS AMOUNT, this is incorrect as the may not match VAT amount on invoice specifically where there are non or zero vat amounts
10 votes -
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
9 votesHi 👋 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 🙂
-
Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
9 votesHi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
-
Files - PDF File Preview
In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.
Upon opening in files, it gives the error "This file can't be previewed with this browser."
This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."
Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…
9 votesThanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
-
Contact | Branding to be applied for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
9 votes -
Hubdoc - Force document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
9 votes
- Don't see your idea?