11 results found
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Contact Cards/accounts payable invoice address
I would like to see an accounts payable invoice address added to the contact card. I primarily use repeating invoices once a month, my customers use management companies to process their expenses to contractors like me. Under the current system I have to enter the email address for accounts payable in the first email address on the contact card instead of the actual site contact for the customer.
4 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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new invoice format and customer account number not clearly marked
On the new invoice layout the customer account number should be clearly named and not just a number underneath their address. It could be anything.
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.
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 🙂
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email template
When emailing an invoice to an individual 'additional contact', the template should use the name of the additional contact, ie, the person who is actually going to action the invoice, who is not necessarily the name of the primary 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.
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 🙂
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Bank Transaction Attachment Report – Identify Missing Receipts
I suggest adding a report that allows users to extract all bank transactions, with an attachment status showing whether a receipt or invoice has been attached.
We use Xero’s Files upload feature to upload receipts and invoices in bulk. However, after uploading, there is currently no easy way to identify which transactions are still missing supporting documents.
This report would be especially useful for grant reporting, audits, and compliance, as it would allow users to quickly confirm that every relevant transaction has the required supporting documentation saved in Xero.
Ideally, the report could include the transaction date, payee, amount, description,…
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.
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 🙂
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New Client filters in XPM that don't have filtering function for reporting purposes
My query is in relation to Client filters in XPM. We use a report that filters clients contact details including their mobile number. However since your recent changes to XPM where you have now provided various phone options for Client but there are no filters for reporting these except for [Client] Phone. Is this something you can make available for reporting purposes, in particular [Client] Mobile as we have various reports that require this option. Why would XPM make a change to include these phone options and then not provide ability to use these filters in reports? I will add…
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.
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 🙂
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Files beta: upload from library
When uploading files from library inside contact's file tab (i.e. attaching monthly statement), xero defaults to selecting from archive which is time consuming because of having to trawl through every file there. Please default to selecting from inbox which should only contain files that haven't been dealt with.
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.
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 🙂
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Card
Smart Document Capture
To pickup the last 4 digits of a credit or debit card on the receipt, and learning which card that is.
That’s going to save a lot of time reviewing which card it was spent on.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.
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 🙂
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Do not include images that are tiny in size
Automatically remove jpeg images that are TINY in size. Every morning I have to delete over 40 files which are just images picked up from a clients signature.
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.
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 🙂
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template
The templates available in Xero are all in 97-2003 format and are starting to be rejected by my computer system. Could you please update the format of your available templates?
1 voteThanks for sharing this suggestion. We understand the request to update the templates in Xero to a more recent format.
Before we move this idea along, can you please let us know which specific templates would you like to be updated in Xero?
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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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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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