Skip to content
← Share and support customer ideas for Xero

Contacts & files

Customer ideas for contacts, files and Hubdoc

Learn about the forums, how to contribute and create a good idea on Xero Central

Contacts & files

Categories

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. 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.

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks 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 😊

  2. Files - Add delete button to file preview

    In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in improvements to the Files inbox. We are in the process of developing the inbox and improve efficiencies in how you manage and use uploaded files in Xero.

    As part of this work we will be improving the preview of files so you can see this side by side within the files inbox, enabling you quickly select and delete a files without having to open and close the preview. I'll keep you updated of when this is live for you here.

  • Don't see your idea?