74 results found
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Smart document data capture - multiple pages
please can you tell me when we might be able to capture a multi page invoice as one pdf in Smart Invoice Capture - ie 2 pictures to one PDF as can be done Dext
4 votesHi Tracey! We're in the process of releasing a new feature via our Xero Accounting app that will enable you to upload as separate or a single document that can be processed with Smart Document capture once uploaded to your org. 😊
We expect to have this live to all users soon so I'll round back to confirm when it's out to 100%.
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Files - Option to skip review step
There is a new feature in files called Review, is there a way to remove it as it is something our company will never use and it gets in the way.
6 votesHi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.
The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.
We’ve moved this to Gaining Support so we can continue to track interest.
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Smart Document Capture - Pick up Card number
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.2 votesHey Kirk, thanks for raising this idea with us, we appreciate the time taken to do so. This idea is now open to votes and comments from the community. You can share this with others so they can share their experiences around how this could improve their processes. We will post any updates for this idea here.
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XPH - Add a column or notification to view new client file uploads across all organizations
I have many clients so it is time consuming to go to each client organisation and into Files just to check whether there are new uploads. It would be great to have a dashboard in Xero HQ that showed how many items were in a clients Xero Files inbox. Or at least get notified when a client has uploaded to the Files inbox.
4 votesHi everyone, thanks for taking the time to share this.
We understand you’re looking for a central way to see when clients upload new documents, such as a notification or status indicator within the partner dashboard.
Having a clearer view of new uploads could make it easier for practices to manage client tasks and follow up on outstanding items.
We’ll continue to track feedback and interest from the community for this idea.
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Files - Page scrolling at top of page
As the Archive in Files expands, we need the option to scroll through pages easily by using the scroll button. This should be located at the top of the page.
2 votesHi Lynn, thanks for putting this forward. We can see how having page navigation controls available at the top of Files screen could make it easier to move through large folders and archived documents, especially for businesses that have built up a large volume of files over time.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this could improve document management workflows.
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Files - Option to retain original files in the file library inbox after attaching to transactions
Have an option to keep a file in the library such as Term & Conditions to add to Quotes or have a default Terms section instead of an empty box.
2 votesHi Shannon, appreciate your sharing here. We can understand why retaining files in the File Library Inbox after they're attached would be useful for some workflows.
I've updated the idea to Gaining Support while we gather more feedback.
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Smart document capture - Defaults when reviewing files
Most of our receipt uploads are treated as spend money, using our main bank account.
Every time I review a receipt I have to select the document / transaction type and the bank account used.
Having a default with the option to change it would be good, or simply remember the last used values.3 votesHi Roger, appreciate you sharing your workflows here.
We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.
Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.
We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.
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Files - Automatically compress or reduce file sizes of captured image uploads
Noticed the new files are saved as large sized images e.g. 4mb. The previous files reduced the file size to around 100 to 200kb. Handy to have the reduced file size as if downloaded can save to PDF and easily upload to other apps e.g. Job apps. Large files are sometimes not accepted to these apps. cheers
1 voteHi David, thanks for highlighting this. Automatically optimising uploaded images could help reduce file sizes while keeping documents easy to view.
This post is now Gaining Support so we can continue tracking interest.
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last statement sent date
For increased visibility, could you add a column to the 'Statements' page to include 'statement last sent' date so that I can see when a statement was last sent to that customer? Would help keep track when sending statements individually.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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show a count
Show Document count in Tasks Widget.
Now that Files has been renamed to Documents and moved to the Accounting tab, an enhancement is alerting the user of how many documents need handling. The ideal place for this would be in the Tasks Widget.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to Read Email Content
Email forwarding to Xero Documents (formerly Xero Files) does not currently capture receipts or invoices embedded within the body of an email. HubDoc is able to do this, and this gap is one of the main reasons I haven't been able to move clients fully to Xero Documents and away from HubDoc.
There is also an issue with setting up automated forwarding from Gmail. Google requires an authorization code to be sent to the forwarding email address before forwarding can be enabled. Because Xero Documents cannot receive or display the email itself, there is no practical way to retrieve that…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Documents - Option to sort files by 'Associated with'
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
8 votesThanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
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Xero files - Add an Invoice Number field
When uploading invoices via Xero files, it would be nice to have an invoice number field as well as a reference field. It seems like an important field to miss out as it requires manually adjusting afterwards. I prefer Xero files to Hubdoc as it populates the description fields and automatically splits costings. This would be the cherry on the cake for a great tool in Xero.
2 votesHi Rhys, thanks for sharing this idea. We can see how having an Invoice Number field within Xero Files upload could make it easier to create transactions.
For now, if you're looking for automatic extraction of invoice details, Hubdoc can capture information such as the supplier, invoice number, date, and amount from uploaded documents before publishing them into Xero. We appreciate this doesn't help when you're managing documents directly within Xero Files.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If you're looking for a manually editable field, automatic extraction, or both, we'd love to hear more about how you'd use it.
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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 voteThanks for sharing this idea, Jill ✨and for letting us know that defaulting the “Add from library” view to the Files Inbox when attaching a file from a contact could make it quicker to find documents that still need action, rather than starting in Archive. This is now open to others that may find this useful, to vote and share examples of how it would help, so we can understand the broader need. We’ll continue to monitor the feedback and support for this idea and update the thread if there’s progress to share.
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Smart Doc Capture - Add last items Bills
Files - Smart Document Capture - Add last items option
One thing missing when creating a bill from the new files experience seems to be the option to add last items which is available from the bills section. Including this option as well as the other suggestions regarding default account and tax rates pulling from the supplier contact would increase my usage of this new feature.1 voteHi Tara, thanks for sharing this idea with us!
We’ve captured your suggestion and moved this to Gaining Support, so it’s now open for community support. Others can vote and add context about how this would help them.
Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
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Dropdown for organisations instead of having to log in to capture a receipt and send to Xero app
Having to login to the specific Xero org on the app first before being able to send a captured receipt to the app is time consuming. Is there a way to have a dropdown menu on the 'Send to Xero' screen of all my organisations so I can select the appropriate one. Similar to when a Xero bill is sent to Xero desktop. Currently the organisation name appears anyway but there is no way to select a different organisation
1 voteThanks for sharing this with us.
We’re moving this idea to Gaining Support to help us understand how valuable this would be to the wider Xero community. The suggested experience would add an organisation dropdown to the Send to Xero screen, allowing you to choose the destination organisation directly—without needing to open the app and switch to that organisation first.
If this would make your workflow easier, please vote for the idea and add a comment sharing how you currently capture and send receipts, and how selecting the organisation from the Send to Xero screen would help.
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Reconciliation - Auto-match scanned receipts to bank transactions for easier reconciliation
Xero already scans invoices to create drafts, which is a huge time-saver.
Extending this capability to receipts would add even more value.
Specifically, if receipts sent to a Xero mailbox could be scanned and automatically matched to the right transaction, it would save significant manual effort, reduce errors, and streamline reconciliation. This small enhancement could have a big impact on efficiency for businesses handling large volumes of receipts.
10 votesThanks for the feedback here, team! Great to have thi forward thinking and I'm pleased to share that this is exactly what we're releasing with our new smart document capture feature in Xero Files.
Currently available to UK organisations we will be rolling this out globally to all other regions soon so I'll keep you updated here 😊
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Client Signature - Remove non signature images
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 voteThanks for sharing this idea. 🙂 We appreciate you taking the time to highlight how frustrating it is to regularly remove unrelated JPEG images created from clients’ email signatures.
This idea is now open for community support through votes and comments, helping us understand the level of interest. We’ll keep a pulse on the interest this idea receives and share if there are any updates.
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Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files
It doesn't appear to be possible to Remove attached files from a transaction and save it back to Xero Files. I found it to be a useful function. Would it be possible to add it back again? Also it would be really useful to be able to Search on documents in Xero Files.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Additionally, regarding the other idea on searching within the files section, I have found a similar idea to what you're suggesting and added your vote there. We'll monitor both ideas for traction.
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US Tax - Certificate of Insurance (COI) Management | Compliance
While Xero currently allows documents like Certificates of Insurance to be uploaded to a contact, it would be much more effective to have a structured compliance tracking feature similar to how W-9 information is managed. This would allow users to input and track key insurance details—such as policy type (e.g., General Liability, Workers’ Compensation), coverage limits, and expiration dates—directly within the vendor or contractor profile. With this data captured in a structured format, Xero could provide automated reminders for upcoming expirations and visual alerts for missing or non-compliant coverage, helping businesses better manage risk and ensure vendors remain compliant before…
2 votesHi Logan, thanks for submitting this idea. We've opened this idea up to the community to share their thoughts and add their votes onto it. In the meantime, feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers.
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