441 results found
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Hubdoc - Automatically enable all currencies
At present you have to enable indvidual currencies in Xero settings to allow a purchase receipt in this currency to go through from Hubdoc. If the currency is not pre-set up in Xero then the default is that that the purchase invoice reverts to GBP which means that you then have to reset the currency in Xero. If all currencies were automatically enable for Premium subscriptions this would be avoided and would not rely on each individual currency being manually added to Xero.
5 votes -
Hubdoc - Time Tracking for users
History and Notes reporting or similar would be ideal to assist verifying time employees spend processing in a client's Hubdoc file.
3 votes -
Contacts - Add fields for Primary/Secondary/Other contacts
PRIMARY & SECONDARY/OTHER CONTACTS
Thanks Grace - it would be great rather than editing and reentering information if there was a field titled "Primary Contact" and Secondary Contact for eg where we could just update that field using a drop-down box as opposed to re-entering customer information. It would definitely save a lot of time. Maybe something to add in the future?
PROCESS
I wanted to confirm that if I follow your instructions where I have 2 parties for eg Primary Contact = Grace Wife and other contact = Tom = Grace's Husband. If I wanted to make Tom =…7 votes -
Hubdoc - Bulk Configuration Extract
Bulk Configuration Extract from Hubdoc
The missing feature in Hubdoc as dealing with large volumes of clients becomes hard especially when we need to check settings for contacts individually
5 votes -
Contacts - Better explanation for BankAccountNumber when importing
Better documentation for BankAccountNumber needed.
The documentation for importing contacts is not clear, specifically how to include banking details.
First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.
I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.
Thank you.
3 votes -
Contacts - Ability to bulk restore archived contacts
I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.
15 votes -
Contacts - Form to request & capture details of a new customer or supplier
I have a client who is wanting to set up a vendor and queried about the ability to send a form to the potential vendor with information required directly from Xero
Unfortunately this is not an option at this time but I am wondering if this is something other businesses would use and how helpful this would be36 votes -
Files - Ability to have sub files
Files is a great feature to use, to make it even more user-friendly it would be really useful to have a high level folder e.g. for the current FY, with the info sitting in sub-folders under it. that way you hold multiple years worth of info there, keeping it well-organised, easy to find and manageable.
127 votesThank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
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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 -
Hubdoc - Assign admin rights over clients and users to one practice user
Primary issue:
If the Accounting Firm wants to maintain control over a client's records and Xero integrations, then only one person can be the one that creates every client in HubDoc.Workaround proposed - and the related issue:
- We were advised to create a dummy account for HubDoc to create the client files. This results in having to share a password - changing it frequently with staff changes.
- This also is not feasible due to the 2-Factor Authorization requirements
- This also creates a massive privacy breach risk for unauthorized access under PIPEDA (Canada) and PIPA (Alberta)I…
3 votes -
Hubdoc - Auto add new suppliers when publishing documents to Xero
For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.
19 votes -
Contacts - Ability to pin a note on contact profile
To be able to 'pin' a note t the top of the client profile to see a note clearly.
This note will continue to stay at the top of their activity to view easily.
21 votesHi team, we appreciate the interest in being able to pin contact notes so these show more prominently.
Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.
Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed
Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks
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Contacts - Multiple reference numbers for one Contact
it would be great to be able to have multiple reference numbers for one contact, so that way if you have multiple jobs for one company, it can be under the same name. instead of having to make up multiple contacts for the same person.
4 votes -
Contacts - export Customer list only
Be able to just export customers to excel not the whole contacts list. If not this then at least have a column so that I can filter out suppliers from the list.
6 votes -
Contacts - Add a new contact directly into a Group
When adding a new Customer have a field at that time to place the new customer into a Group.
Would save time later and enable a better CRM feature for later marketing.3 votes -
Hubdoc - Use 4 decimal places for Quantity & Price rounding
2 decimal places in Hubdoc is not enough. It must match Xero's 4 decimal places.
I have had to stop recommending Hubdoc to businesses that use item/inventory functions in Xero. Many businesses buy and sell products to the 4th decimal place. When you are dealing with large numbers 2 decimal places are significant. Users have become frustrated with having to do rounding line items and other fixes just to ensure the correct total price/quantity is captured in Xero.
25 votes -
Contacts - Display the "included in emails" tag for additional contacts with no name
Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!
4 votes -
Hubdoc - Enable payments
Allow us to post payments through Hubdoc like we can on Dext.
7 votes -
Contacts - display unpaid invoice on top only under client/contact
Ability: Xero only displaying the unpaid invoice up top under client/contact ----- same as former Xero version - PLEASE change this back it was perfect and it is very much not userfriendly now
Purpose: quick overview of the account i.e. which invoices are unpaid and what was communicated last
Current issue: with the new changes all client invoices are displayed on top, this clutters the view and is useless information, the old invoice (old and paid) don't need to be visible on top. The current invoice status is important i.e. what is not paid. It is clutter to display all…
6 votes -
Contacts - View suppliers and customers at the same time
I would like to be able to see Customers and Suppliers on the top bar, without having to first go into contacts, this would make looking up customers or suppliers easier with less delay. I often select the wrong one in error and then it takes even longer.
1 voteHi Helen, did you know you can search a contact from the 🔍icon in the blue banner? This will avoid having to go all the way to contacts and find the contact there 😊
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