26 results found
-
Contacts - Money in/out graph from the contact overview Why removed?
Why has this been removed? I genuinely can't understand any good reason for doing so from a Xero user perspective. Please reinstate as soon as possible! It is such a helpful, immediate visual tool to be able to qet a quick insight into a client, or suppliers, payment history and patterns of behaviour. It highlights immediately where there may be gaps and is something I (and others in our business) make use of on a daily basis. Additionally, as someone who benefits from visual learning, to completely take this option away is hugely disappointing. I'm now faced with a page…
95 votesHi all, if you hadn’t already spotted, the Money in/out graph is back 🎉
It shows the cash in and out over last 12 months, and you can still mouse over the graph to show the actual amounts. The bars now have a minimum size for visibility! In the old graph depending on the difference in cash amounts the smaller bar would sometimes not be visible.
With this updated version you can switch to a table view that was added for our accessibility users/ those who prefer seeing a table rather than a graph. You can also choose to show or hide the graph entirely, just use the overflow menu above - see screenshot for illustration.
Thanks again for all your feedback on this change, we’re glad to be able to bring back an improved version!
-
Contacts - Attach file to contact from file library
Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…
76 votesHi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;
- The file library uploader option is now back on the Files tab of the Contact overview
- We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
- We've enabled the ability to add multiple files from file library in one go
Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂
-
List of customers and date entered on Xero
Would like an option to list customers and the date they were entered on Xero and time they've been a customer for.
4 votesSorry for not engaging this idea sooner, and thanks for your comment here, Freya!
As shown in the image - If you click on 'Name' to the left of your contacts list you'll see a drop down of options including the ability to select 'Date added' which will re-order your contacts based on the date they were added to your organisation in Xero.
-
Customer properties
any way to assign properties to Customers?
example - we hire 10ft, 20ft and 40ft containers, so for every customer I tick their appropriate container.
this way if i need a report on all customers who have a 20ft container, job is easy and fast
In Sap B1 this is available as per pic attached
1 voteHi David, this may depend on how many and if the 'properties' are constant in your business, however it sounds like Tracking might be a way for you to monitor and run reports for these sort of assignments?
-
Company standard due dates on contacts
Contacts due dates to be set as a standard company wide setting unless changed within the individual contact.
For example as a company we work on the basis that all payments and receipts are due 30 days from invoice, this should be able to be entered within the company settings and should already be filled in when creating a new contact.
2 votesThis is essentially how the Default setting within the Invoice Settings work, Samantha. If you've set a default due date in this screen it'l apply to any invoices you create for all contacts, the only time it is overridden is if you have saved a default due date on an individual contact record, or manually change this within the individual invoice.
-
Contacts - Days after due date
Discovered an error. In the customer settings, when placing 0 in the field for “Days invoice when due” shows an error, despite Xero using 0 when calculating when an invoice is due.
2 votesHi David, I've just tested adding '0' in the contact record for a customer and saving and don't receive an error. If you're still seeing this behaviour when trying to save '0' for days due after the invoice I'd recommend creating a case with our specialists at Xero Support to take a closer look into this with you. Thanks
-
einvoicing with Hubdoc integration
Does eInvoicing work with Hubdoc?
2 votesThanks for your confirmation, Margaret. I've slightly updated the title of our idea here, and want to confirm how this works.
If you've connected Hubdoc with your Xero organisation, once you've published an invoice to Xero from Hubdoc, and you're in a region that Xero supports eInvoicing you'll be able to send eInvoice to customers that have registered to receive eInvoices.
We have more detail on how eInvoicing with Xero works and the regions we currently support on our website.
-
files
After uploading a file, one must select account and what it is (bill, invoice, expense, spend money)etc, before you see what it is. I should be able to open file, add all the details, while viewing the image/document
3 votesHi Tonya, it's currently possible to view a file you've uploaded to the library before having to add it to a transaction. Just click on the file name.
-
link invoices to contacts so can see them easily from contact view
If I want to see all invoices for a customer, I have to go to invoices and filter in various ways to get the results I want. This seems counterintuitive. I would expect to go to the customer under contacts and be able to see all information relevant to that customer including invoices.
2 votesHi Nicola, you can see all invoices for a customer from the Activity tab of their Contact record. There are options to either view all, or just Invoices or Bills. From the tab it's also possible to filter the invoices by Status or other options.
-
file library to dashboard
I would find it helpful to be able to add 'file library' to my dashboard. I have to upload receipts for on account purchases through the month in preparation for the end of month statement and it would speed things up to be able to open file library from dashboard
1 voteHi Sandra, while there isn't a button directly on the dashboard you can easily navigate to the Files library from anywhere in Xero using the keyboard shortcut '/f'. 🙂
-
Contacts - Bulk edit contact defaults
Bulk Edit/Updates - for all or a selection of Customers or Suppliers in particular Sales Defaults such as Sales Account, Invoice Due Date, Discount, Branding Theme and Region and Purchase Defaults such as Purchase Account, Bill Due Date and Region
3 votesHi community, returning to the idea here it is possible to bulk update all these details for multiple contacts at a time through the export/import with CSV. You can read more on this in our help here.
-
Bills - Link to view historic bills from the same contact from the bill entry screen.
When entering a bill make an easy link to view historic bills which have been paid
1 voteHi Susanne, you can right-click on the supplier name, and select 'Open Link in New Tab'.
This will open the contact's Activity screen in a separate browser tab, showing their previous invoices/bills. 🙂
-
Hubdoc - Upload multiple photos at once via the mobile app
You can only select one photo at a time from your phone to upload to Hubdoc via the mobile app. It would be nice to be able to select multiple photos of receipts to upload at once.
It makes such a difference for customers who travel and take pictures of receipts - It takes up too much time for them to have to individually upload them to the app - so then they don't do it, and I have to chase - so I'd love to see this feature in the mobile app itself.
10 votesHi everyone, pleased to share that it is now possible to upload up to 10 images at once via the Hubdoc mobile app. Images can be bulk uploaded using the camera capture or your device’s gallery. Thank you all for sharing with us here.
-
when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
1 voteHi Dean, from what you've described in behaviour it sounds like the files you've uploaded are attached to the invoice or bill directly.
If you've attached a file to a Receive or Spend money or Payment directly when reconciling on the Xero Accounting app you'll see a file icon next to the transaction on the Account Transactions list when viewing the bank account on the desktop that you can click and will open a preview modal of the files attached.
If you have attached files directly to your invoices or bills you'll be able to view the file icon next to these transactions from the relevant Sales or Bill list screens on your desktop.
If you'd like some help to confirm what you're viewing here it'd be good to raise a case with our specialists through Xero Central who have tools to get a closer look at your organisation and…
-
Allocate Contact Groups from Contact Page
Allocate Contact Groups from Contact Page
At the moment you have to go into each individual contact to allocate a group, it would be beneficial to be able to allocate the group from the contact page.
1 voteYou can add contacts to groups from the main Contact list page, Jane 😊
Simply select the contacts you'd like to add to a group then click the Add to group option on the left header.
-
Receipt Upload
Have an option that allows you to drag and upload receipts from desktop
5 votesHi team, we're going to move this idea across to delivered. As mentioned in my last update there are a few automated ways you could get your receipts into Xero.
You can;
- drag & drop your receipts into your files library, from here you could then create a bill from the file, or
- if you're using Xero expenses when you create a new expense claim you can drag & drop files from your computer directly onto the left hand of the screen
-
phone assistant person
Hi xero team, all my friends are recommended to use Xero for my small buisiness, its so easy to ure and so on, but i found so hard to established. i still couldn't able to link my bank account. this message comes up when i tried to link, see in the attached files.
1 voteSorry to hear the trouble you were having with setting up, Ngawang. I hope you've managed to resolve this but if you still need any help our specialists at Xero Support will be happy to give you a hand. You can get in touch with them by clicking the Contact Xero Support option found at the bottom of most pages throughout Xero Central. We have some more pointers on getting help here.
-
Export the customers last trade date.
Would be helpful to have the feature to export customers with last trade date.
1 votePerhaps smart lists can help you here, Varshi. You can do a search for contacts that have purchased an item within the last 7 days, 4 weeks, 6 months, a year, or last 2 years. Alternatively, the Receivable Invoice Summary report grouped or filtered by contact should help you see the contacts last trade date based on invoices. Or, if you're look at a specific contact you could use the Contact Transactions report.
-
Hubdoc - Multi-page PDF
Hubdoc - Would like a second email address to be able to upload PDF with multiple pages for multi page split.
3 votesHi team, sorry we've not returned sooner! Pleased to share that this has now been released 😁
With the Hubdoc mobile app you can now upload up to 10 images at once.
Images can be bulk uploaded using the camera capture or your device’s gallery.
-
Accessibility - Allow files in the inbox to be renamed without requiring a mouse
If you aren't using a mouse, files in the inbox can only be acted upon by using the checkbox and then tabbing to the buttons at the top of the inbox. You can open the kebab button to the right, but then you can't action any of the options on the pop up menu using spacebar or enter, which are the usual button-press keys.
It takes infinite button presses to go from the top of the screen to a file halfway down and then all the way up to the top to action it, but eventually you get there. So…
1 voteHey Freya, 👋 thanks for raising this idea. I'm popping in to switch it across to delivered! We have recently made some changes to the Files pages, and this includes support for keyboard only interactions for the kebab menu 🎉
- Don't see your idea?