377 results found
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Contacts - Link sent Customer Statements from Activity History
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
12 votesThank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.
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T4A - Reporting
In Canada we need to file T4A slips for contractors. We can create a group of suppliers/contacts who would need a T4A, and we can create saved custom reports for the transaction lists, and we can add all their details to the contact, but we can't combine all this info into one report. It would be great if we could have a report that let us see both the amounts paid to a contractor AND their contact details in one report that we can then use to prepare the slips. Even better would be an actual workflow that we could…
4 votesThanks so much for outlining your T4A workflow and how you’re currently pulling this together in Xero – that context is really helpful.
We’ve moved this idea to Gaining support ✨ so other customers can vote and add their own use cases. We’ll keep an eye on the votes and comments here to help us understand how important this is and how it might fit into our future plans.
While we can’t promise if or when this will be delivered, your feedback is now part of our product planning process. Thanks again for taking the time to share it and help us improve Xero for Canadian contractors’ reporting.
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hubdoc
Allow Hubdoc documents to be edited and republished after being published incorrectly
Hubdoc needs a simple way to correct a document that has been published incorrectly, without requiring the user to take another photo or upload the document again.
For example, I recently photographed a supplier return/refund receipt in Hubdoc. It was accidentally published to Xero as Spend Money, when it should have been published as a Credit Note / AP Credit.
Once a document has been published, Hubdoc appears to lock it to that original transaction. Even if the incorrect transaction is deleted in Xero, attempting to change the…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Customer Statements - Add 'Last Statement Sent' column to Statements tab view
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 voteAppreciate you raising this suggestion, Kesha. Adding a Last Statement Sent column to the Customer Statements view could make it much easier to see which customers have recently received a statement without opening individual contact records.
For now, you can check the History & Notes section on a contact to review previous activity.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what other statement information you’d find useful.
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Homepage - Display Documents to be reviewed count indicator in Tasks widget
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 sharing this suggestion. A document count in the Tasks widget could provide a quick way to see whether there are uploaded documents waiting to be processed.
I’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would make it easier to stay on top of incoming documents, add your vote and share your feedback.
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Documents - Capture email body content when forwarded into Xero
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 voteAppreciate you raising this suggestion. The main request is for email body content and embedded images to be captured when emails are forwarded to Xero Documents, rather than only processing file attachments.
This could make it easier to handle receipts and other information that clients or suppliers include directly in the email.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share the types of email content you’d most like to capture.
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Contact Statements - Export statements to CSV and filter statement lines by Reference
Allow printing/ downloading of client contact statements via a CSV file not only PDF files. Also allow for filtering statements based on the Reference description before a statement is downloaded.
1 voteThanks for taking the time to suggest this. A filterable CSV export from Customer Statements could make it much easier to provide clients with only the transactions relevant to a particular reference.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this is something you’d use, add your vote and let us know what statement fields or filters you’d want included.
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Contacts - Default cursor to search
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks29 votesWe understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
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Contact - Bulk edit email and contact details at the Contact Group level
Add global email & contact details to Groups: a settings panel that can be applied according to an optional 'tick' on each contact. The reason: any email changes for a business may mean trawling through several individual contacts to update one email address.
This could be done so much quicker by the above modification by allowing for the edit of the 'collective info' panel and saving so it updates all contacts in that group that are set to use the 'default values' in the panel.
This tick option would allow for individual records within a group to still retain their…1 voteThanks for sharing your feedback here. Being able to update contact details across a group from a central location could save time and reduce the risk of individual records becoming inconsistent.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your contact management, add your vote and tell us which fields you’d find most useful to manage at group level.
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Contacts - Automatically apply a surcharge percentage to specific client profiles for invoices and quotes
for continually tardy payers, the option to automatically add a percentage to the account/client profile is extremely handy. this would automatically calculate to all invoices and even quotes. I can do this in another programme I use [FRESH], and it is a way to re-coup some cost if you are continually chasing money from the same client.
1 voteThanks for raising this suggestion, Robyn. The request is to have a client-specific surcharge percentage that automatically applies when creating invoices or quotes for that contact.
This could make managing additional charges for customers with specific billing arrangements much simpler, without needing to add the percentage manually each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and share how you’d like the surcharge to work.
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Contacts - Add Charity Registration numbers field
As a national charity supporting member organisations that are charities, it would be really useful if we could add Charity registration numbers to contact information. This is probably going to be more important now that the Charitable Incorporated Organisation has been introduced in the UK. https://www.gov.uk/guidance/charity-types-how-to-choose-a-structure-cc22a#types-of-charity-structure
It would also potentially be useful for businesses that are supplying services to charities as if would provide a way of prompting them to consider whether they should charge a lower rate of VAT where VAT legislation enables them to do so https://www.gov.uk/vat-charities/what-qualifies-for-relief
2 votesAppreciate your suggestion here, John. We can understand how having a dedicated Charity Registration Number field on contact records could make it easier to maintain accurate information and support compliance requirements.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently record charity registration numbers and where you'd expect to see this information displayed.
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Contacts - Display all credit notes on the Activity tab
To restore the ability to see credit notes on the activity tab within a contact record irrespective of whether it has been refunded/allocated. Not having this functionality makes it time consuming to check whether credit notes have been created/received by other users and whether the contact record is therefore up to date
1 voteThanks for sharing this idea. We understand the request for all credit notes to remain visible on the Contact Activity tab, including those that have been allocated or refunded.
Having the full credit note history available from the contact record could make it easier to review past activity without switching to the invoices or bills lists.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you’d use it.
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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.
11 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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Smart document capture - 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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Contacts - Default to upload from Inbox when attaching documents to record
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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Contact – check bank details reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.9 votesThanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
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Contact - Ability to select email group when sending invoices/statements
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their customer.
2 votesHi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
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Hubdoc: manage multiple accounts via the App.
Abilty to log into APP with different email address (not the alias option) for people who work at different organisations they are very protective of what email address they will send paperwork to and have control of with privacy and control. Therefore the app needs to allow multiple logins with different emails address rather than the alias option as this will not be accepted by alot of businesses.
3 votesThanks for sharing your idea, I can see how being able to easily switch between user accounts could be a game changer.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Accounting app - Enable bank reconciliation for credit notes
In the desktop reconciliation works fine and includes SL credit notes but the Android App does not incluude them so making reconciation on the move impossible. I have raised a case on this but I was told 'this is how it is'
1 voteThanks for highlighting this opportunity. Extending Xero App bank reconciliation to include credit notes could help reduce the need to move between the mobile app and web version when clearing transactions.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share your thoughts.
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Contacts - Bulk Archive option if inactive for an extended time
Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)
67 votes
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