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

4 results found

  1. Allow files to be re-named in the platform once added.

    I would like files to be able to be renamed once they have been added to the files area. As most generic files only have numbers or letters it would make it easier to be able to rename them easily.

    also allow the files to be time stamped as well.

    1 vote

    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

    0 comments  ·  Files  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    I am very happy to say these are already available within Xero. To rename a file. you can click the 3 dots to the right of the file and it select 'Rename'! And when you open the file it has the time stamp at the top next to the date. If you are still having trouble seeing this its best you raise a case wiht our Support team so they can walk you through these options.🙂


  2. Files - VAT not able to adjust amount on transactions created in files.

    Files Inbox - Review File Details - VAT amount difference (Purchases and Sales including direct Spend)
    It would be a good idea to enable the VAT amount to be edited. I received quite a number of POs, purchases, and receipts with a different VAT amount compared to what Xero calculates (rounding). Currently, I have to enter a direct spend into a bill just to correct the VAT amount. It suggests to enter a rounding amount but the system does not allow for only a VAT amount to be entered when creating a new row for the difference. If I use…

    1 vote

    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

    0 comments  ·  Files  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea. We can appreciate why having the ability to enter the VAT amount at the point a transaction is created from Files would be helpful and save an extra step.

    At the moment, when transactions are created from Files, there isn’t an option to enter or override the VAT amount during that creation flow in the same way you can on bills, invoices, or spend money transactions.

    As a workaround, once the transaction has been posted, you can open it, edit the transaction, and update the VAT amount if needed. This is existing functionality in Xero, so while it can’t currently be done within the Files creation flow itself, the VAT amount can still be corrected afterwards.😊

  3. Files - Ability to show files in folders

    The new files is incredibly fiddly! Previously I had my uploaded files in years and if I hadn't filed them into years yet they remained in the inbox until I dealt with them. Now everything is archived I have no idea what isn't in a folder and what is just sitting in archived. And when I view a document just sitting in archived i have no way of knowing if it is in a folder or what folder it is in.

    Am I doing something wrong??

    1 vote

    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

    0 comments  ·  Files  ·  Admin →
    Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Raewyne, thanks for sharing your feedback. All folders (including any year folders you've created) are now located in the Archive tab. When a file is attached to a transaction, it's automatically moved to the Archive. You can also manually move files from the Inbox to folders in the Archive by selecting the checkbox next to the file, clicking Archive to, then selecting the appropriate folder.If you need further support with this, we'd recommend reaching out to our support team.

  4. Files - Show folders in the "All archived" section

    Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.

    1 vote

    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

    0 comments  ·  Files  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Felicity, I am thrilled to say you do have the ability to add folders in the All Archived tab in Files!

    You can add folders in the Archive tab and these will appear on the left hand side under All Archived. If you need an extra hand you can raise a case with our Xero Support specialists. 😊

  • Don't see your idea?