29 results found
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SPLIT SCREEN in INBOX
I HATE the new split screen when reviewing documents in the FILE INBOX. Please reinstate the overlay. To review the document requires multiple enlarging and panning of the document, this is a very cumbersome process. Please add an option so that the user can choose between 'overlay' or 'split screen'
3 votesHi there Philippa, thank you for sharing your thoughts about the split screen file preview in Xero. We’ve moved the status of your idea to Feedback. ✨
We introduced the split screen based on strong demand from many users who found it improved their workflow. However, we understand it doesn’t suit everyone’s preferences, and your feedback is important to us. We’ll continue to monitor input like yours as we consider future improvements.
Thanks again for helping us shape Xero.
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Contacts - Sort numerically through 1,2,3,4
We manage flats, and therefore all of the accounts are the flat numbers. When we sort them by flat number they come out as 1, 10, 100. This would be so much easier if it could be sorted as 1,2,3,4,5 which is what you would expect
2 votesSorry to hear the troubles you're running into here, Ben. Contacts are usually sorted in a chronological order. However, if you find that something is not working as it should, I'd suggest raising a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Hubdoc Functionality
Will Hubdoc functionality be enhanced? It feels so far behind and is getting difficult to justify not switching to a better alternative. Here are a few improvements I'd like to see:
- Increasing the upload limit for receipts via the mobile app
- Adding the ability to publish documents directly from the mobile app
- Improving the matching process for repeating bills
- Enabling the publication of receive money transactions
- Enhancing the search functionality to show document locations
- Adding the ability to copy text within documents without first having to download them
- Adding the ability to merge documents
1 voteThanks for sharing your suggestions. We’ve reviewed them and classified this as feedback because much of what you’ve raised relates to existing Hubdoc functionality or clarifications on how certain features work today.
Some of your points are already supported, such as merging supplier folders, identifying where documents are stored in the desktop app, publishing receipts to Xero using Spend Money, and uploading multiple documents in the mobile app.
You’ve also highlighted a few potential enhancements that would be best shared as separate ideas, so they can be individually voted on and discussed by the community. These include publishing documents from the mobile app, copying OCR text within the document viewer, and improving matching for repeating bills.
Splitting these into individual ideas will help ensure each suggestion gets clear visibility and the right level of community support.
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Not all functions of new inbox Accessible - infinite tabs to download file
The new inbox removed the 'download' option from the kebab on each line of the list of files. The only way now to download a file without using a mouse is to tab to the right spot to open the new preview pane, then either tab all the way to the bottom of the list plus 5 more tabs to get to the download button OR reverse tab similarly large numbers of times to get to the download button via all the menu bar items, then press enter (space doesn't activate this button). This is not Accessible.
(One previous post…
1 voteAppreciate you connecting with our team to raise accessibility concerns, Freya.
For Xero to best record and address any accessibility feedback it's best that this is all shared through with the team directly - accessibility@xero.com. Our dedicated team can then investigate and look into options, and work with the necessary product teams to implement any fixes needed. 🙏
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Reporting - Contact Spend & Revenue Analytics
Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.
1 voteHi Adam, thanks for sharing this idea. We appreciate you explaining how contact spend and revenue analytics could help track key business relationships more efficiently.
⭐️ While we don’t currently have a dashboard view for this, you could run reports like Contact Transactions Summary, Contact Cash Activity, Customer Invoice Activity or Supplier Bill Activity, and compare results using Income and Expenses by Contact. Another important thing to note, spend & receive money vs bills & invoices are different types of transactions. If you require further assistance with this please do not hesitate to reach out to our support team. Make sure you reference this idea when you do! ☺️
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Country
When adding new contacts, we are forced to have the Country added. 100% of contacts we enter this is manually removed. This should not be necessary as I feel a majority of used would only be sending (If Posting) items to the country they are in.
Maybe this could be changed to either NOT included or included? Or just not included at all.
1 voteHi Murray, we'll need some more detail for your post to be considered as an idea here regarding which particular field are you talking about when adding a new Contact in Xero.
This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Files - Archive/Consolidate files by year
I love the Xero filing cabinet as I can put files in there for the accountant and owner to view. However I have been using this cabinet for over 7 years and would like the ability to archive / consolidate by year.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Upload files directly to subfolders
Ability to drop/upload files directly into a subfolder without the need to manually drag them from "All Documents" after upload.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Prompt when Total isn't certain
I wanted to put a suggestion that when hubdoc is getting the totals, that they get the correct total and maybe even a prompt when it is unsure of the subtotal and total. I have had a few issues come up where hubdoc is bringing in the incorrect total.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Add support for National Bank of Canada
Please add National Bank of Canada and HSBC to your list of banks that can be processed through Hubdoc.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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History & Notes - Contacts - Increase 2500 character limit in notes
I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Files - Retain transaction attachments when removing files
When delete a file, do not automatically delete it from the linked transaction.
I have had a client delete many of their files from the file library, as she wanted to 'clean it up'. This has in turn deleted them from all the bills/spend money transactions etc and we now have lost access to all the source documents and will need to reenter them.
Even a warning that this would happen, would be better than just wiping everything.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Option to hide/remove hyperlinks in bulk
Recently, Hubdoc links have been appearing as lengthy, distracting hyperlinks in our documents and reports. It can be frustrating to encounter these long links, and it's time-consuming to manually remove them one by one.
It would be great if This feature should be entirely optional, allowing users to activate or deactivate it according to their preferences.1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Contacts List - View if a contact has a CIS verified status
It would be productive to see if a contact is registered for CIS/verified and their status on the contact account page - where the group info is listed.
Otherwise the only way you can see this info is by clicking edit the contact. And include a signal/sign on the contacts page next to each CIS registered contact so that they can be identified easily.2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Add archived date to documents
I normally download publish failed documents, and then archive them. One day, I lost the downloaded files. I try to find them from Hubdoc archive folder. However, I can’t find date of archive. I’m really worried about I download duplicated files and enter them into Xero. I hope Hubdoc can add When the documents have been archived includ date and time. So to avoid duplicated documents enter into Xero.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Files - Email files to Products and Services
Currently the 'attach files' function in the Products and Services (Inventory) only allows attachment of files outside of Xero. It cannot attach files from Xero inbox.
Currently, my client will send documents directly into Xero inbox. I have to open the document, download it and save outside of Xero and attach files to Products and Services. Just too many steps. Would appreciate it if your team can look into this.3 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Hubdoc - Sync line item edits to update document in Xero
Editing line item function to be added in Hubdoc, so that it can be sync in XERO.
4 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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