16 results found
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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Invoicing History - Credit Control history needs more attention
Credit control- the history data needs more detail
Sending an invoice and sending a reminder - have the same written detail in historyCan you differentiate when a reminder has been sent at least !
Can you also differentiate if the reminder is Overdue, On stop or Letter before Action as per the different email body templates available to send
2 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.
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Hubdoc APP Login multiple companies different email address
Abilty to log into APP with different email address (not the alias option) for people who work at different organisations they are very protective of what email address they will send paperwork to and have control of with privacy and control. Therefore the app needs to allow multiple logins with different emails address rather than the alias option as this will not be accepted by alot of businesses.
2 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.
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Files Inbox - bills created use a default VAT code from contact
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 👋 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.
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Improve layout: Contacts > Invoices
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 👋 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.
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Increase number of supporting files that can be attached to a loan account
Could Xero please consider increasing the number of supporting files that can be attached to a loan account? Currently a maximum of 50 supporting documents can be attached. However, we are now exceeding the 50 document limit, with initial loan setup docs, monthly statements, plus bank letters regarding interest rate changes. It is important to have a full set of supporting documents attached to the loan account, so they are available for the accountant to review if required.
We are looking at the Chart of Accounts, finding the loan account, clicking on the balance on the right (to open the…
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.
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Contacts section - create small crm area
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 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.
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PDF splitting in xero files
Allow PDF Splitting in xero files to allow for batch scanning and uploading of invoices for auto extraction
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.
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Contacts AU: Display ABN with the Contact's name on the Contacts list
If the ABN was displayed on the Contacts list screen, or when a contact is selected, it would be easier to check you were in the correct Supplier (or Customer) before inputting a new bill/invoice which may avoid errors.
2 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.
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Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
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.
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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.
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reconcile contact with AP & AR balances
When a contact has both a Payable & receivables balance there should be a way of reconciling the items against each other so we only then have to pay the balance rather than working it out and having to manually pay it through the bank or pay the invoice, await the receipt instead of just paying or receiving the difference.
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.
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Allow files to be re-named in the platform once added.
I would like files to be able to be renamed once they have been added to the files area. As most generic files only have numbers or letters it would make it easier to be able to rename them easily.
also allow the files to be time stamped as well.
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.
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Copy phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
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.
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add videos
Being able to add a video to the attachments on an invoice so when sending an invoice, you can send a 5-10 second video of a repair or service or what was fixed or item you are invoicing over. Photos are good, but sometimes video is better.
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.
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Text Edit Option in the Files
There is this "Add Text" option on the document view in the Files Section. But there does not seem to be any was to save a Text you add on the File. Then what does this menu actually intend to? If you have the option to save the Text, any additional comment could be made on the document.
1 voteHi Matthew, just trying to better understand your post here, can you share where you're seeing the 'Add Text' option on an uploaded file?
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