27 results found
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sort quotes and invoices by product code
For companies that keep large stocks of products, it would be very handy when it comes to picking orders to be able to batch a quote or invoice and then sort the invoice by product code into alphanumerical order with one click. For small orders we can use the drag and drop method but we are having to type each large order on a spreadsheet first. In our previous system you could just click on the column heading and it sorted it in one go.
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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Scrolling through documents in Files no longer possible?
With the old display, I could open a document and then click through a full screen view of each. Now its only a half screen view and its too small to read some small EFTPOS receipts! I know I can open the document in a new window, but the next/back buttons are gone and each document needs to be opened. Please reinstate the next/back buttons!!!
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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Files - Create bill credit notes from files folder
You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill4 votes -
Files Folders - Drag and drop files to change order
Within Files folder, to sort by drag and drop please? These are remittance advice for Gift Aid payments from HMRC and therefore not attached to any invoices BUT can get uploaded in the wrong order which is confusing for the auditor. Currently the only option is to download the whole contents, sort and reload.
Also could it be made possible please to have subfolders so that we can easily divide eg monthly investment reports by financial year without having a long list of separate folders in the main index?4 votes -
Xero Files - Flag duplicates in files
I currently use Xero Files to store documents. Most of the documents are PDF's but some are Excel spreadsheets. Unfortunately, Xero Files doesn't recognise duplicate documents so, when uploading to Xero, it's necessary to compare the Xero file with my personal file in order to determine which documents need to be uploaded. It would be good if Xero Files recognised duplicates so all documents could be selected for upload with Xero simply flagging the duplicates with an option to either "skip" or to "skip all".
2 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
8 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
7 votes -
Files - Add a Search option
It would be great if we could search in the files that are attached in the file library. Sometimes you need to find something that was attached a long time ago or by someone else and if you could enter a keyword search it would save trawling through them page by page.
35 votes -
Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
19 votes -
Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
9 votes -
Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
15 votes -
Xero Accounting app | Files - create new folder
Please help us to create folders with an iPhones to upload our bills, statements, etc for our monthly uploads. Thank you.
4 votes -
Xero Files - Ability to restore deleted files
A 'Deleted' folder in Files that captures deleted files.
Once I have uploaded a receipt to the files folder, I always dispose of the original.
If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.
The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.
Surely this deleted uploaded file has gone somewhere?
Can we have it directed to a folder?
26 votes -
Xero Files - Scroll bar in Files app
When a folder is created in Files app, it appears on the left menu and the documents uploaded in the folder appears on the right side of the screen. When there is a long list of folders created, like I am doing with the client, the list goes below the screen and scrolling down option is only the main scroll of Xero that moves the list of folders and the document display screen together. So, checking a document from the folder at the end of the list requires to scroll down at the end, find the folder and select it…
2 votes -
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 votes -
Files - Allow uploads to client organisations
Changes to Xero that have not improved the program
How do I upload files from Xero Files (documents scanned to Xero etc) to my client it no longer allows this - previously you could access either Xerol Files or your own files from your drive - am I missing something ? Also you can no longer just print invoices you have to download them _ why this is a total pain - the joy of Xero was always click and print or email ??? Please put it back many thanks Kate Milne long time user and Xero fan!!!!
2 votes -
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 votes -
Xero Files - Send file from file library directly to another organisation
Send or transfer files from the file library between organisations
We have multiple organisations and it is easy to get emails mixed up with files being sent to the wrong organisation. It would be super useful if files could be transferred from one organisation to another directly from the file library.
3 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
12 votes -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes
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