384 results found
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Contacts - Improve UK Postcode Lookup
Xero has the facility to look up UK addresses by postcode when entering new contacts etc.
Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!
UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.
UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…
6 votes -
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 votesHi 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.
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Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
24 votes -
Hubdoc - Replicate Xero HQ access in Hubdoc
Need a better user management/access experience in HubDoc. Currently the practice user who set up the Hubdoc account needs to invite all other practice users into the client. Would it be possible to merge the Hubdoc access into the Xero HQ access or replicate the HQ access system in HubDoc.
24 votes -
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
9 votes -
Hubdoc - Increase Decimal Places when entering multiple line items.
When entering line items in Hubdocs it would be so useful if we could enter the same number of decimal places that are available in Xero. When we split invoices into line items it is very clunky having to make rounding adjustments because we only have 2 decimal places in Hubdocs, yet 4 in Xero.
31 votes -
Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
5 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
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Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
6 votes -
Contacts - date added /opened to be included in the contacts report
When trying to identify how many new contacts have been added in a certain period it is impossible without pulling months of billing and sorting by client name. Also would be great for marketing to know about Client anniversaries.
Simply by adding a field for the date added when setting up the record would be ideal, it could then be shown on the exported contacts report.
20 votes -
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
8 votes -
Hubdoc - Turned off foreign currency
Please can foreign currency be OPTIONAL and turned off?
Foreign currency has been added our file in error via an invoice from Hubdoc that was uploaded as USD. It has since been corrected to AUD and there are no foreign currency transactions in the ledger.
BUT - all reports annoyingly come up with all the 'source' columns. We don't want this to accidentally happen again when we are getting invoices from offshore software providers etc.
We ONLY report in AUD.19 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
37 votesHi community, thanks for all your inputs here and apologies we've not engaged here before now.
As we continue to explore ways to improve efficiencies for our customers this is an idea our team are aware of and will consider in future improvements.
We have recently introduced Smart Document Capture, powered by AI that extracts data from files uploaded to your Inbox to help you create transactions in your organisation.
Coupled with this, we've also released the ability to upload multiple documents from your mobile. Meaning you can take photos of invoices you've received via email and easily upload these through your mobile, which Xero will then analyse and help you create transactions from.
We appreciate this isn't a direct solve for this idea but may bridge the gap for some here.
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Contact | List view - View mobile when no phone number
It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.
9 votesWe've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
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Contact - Select 'TPAR Reportable' when adding contact
Hi Xero,
could you please add a tick box button TPAR reportable in Supplier Contact - when adding new Supplier to have there option to tick "TPAR reportable"?
It would really help with ATO reporting when working with high volume of Suppliers/Contractors.
Atm Xero does not have a tab to differentiate between Supplier providing material only and Supplier/Contractor providing service, labour on which we need to file TPAR every year and within a year we are taking on numerous new contractors.17 votes -
Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
8 votes -
Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
37 votes -
Contacts - Ability to search group
Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.
16 votes -
Hubdoc - Detect Receipt Edges
Can we have hubdoc detect receipt edges like the Xero Expense app, so we don't have to see the client's coffee table, bed, duvet, laptop, lap, the list goes on
35 votes -
Hubdoc - Show Tax Exclusive in the Edit Document tab
Making the tax exclusive options in Hubdoc showing in the Edit Document tab.
Purpose: To avoid publishing the document with the wrong tax type.
29 votes -
Hubdoc - Search function or the ability to sort documents within Hubdoc
Search function or the ability to sort through documents in Hubdoc by supplier or amount etc
26 votes
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