419 results found
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Hubdoc - Warning if supplier bank account in Xero is different
Hubdoc could read bank accounts and a warning pop up if they differ from that in Xero.
10 votesThanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
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Navigation - Hubdoc shortcut
Shortcut to Hubdoc - First thing I do when I open Xero in most clients is click straight into Hubdoc. With the BETA layout the shortcut has now been lost right down under 'do more with Xero'. I want to move the shortcut so it is the first thing I get to when I click on the client name. I'd also like the hide the Syft, I don't plan on using it yet and don't want it on my dashboard
9 votesThanks for sharing your feedback on the new navigation, Cath. We really appreciate hearing the changes that'd make the most impact for you.Our team are monitoring this forum closely to consider further improvements.
For now, we'll get a sense of others that'd find a shortcut to Hubdoc useful, too.
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Files - Add Expiry/Renewal Date and Automated Reminders
Ability to add an expiration date or renewal date to files (Contract end date, Tax clearance certificates etc.) with reminders on when documents are up for renewal.
3 votesHi team, thanks for sharing your thoughts on adding expiry and renewal dates to files. It’s been useful to hear how this could support the management of compliance-related documents like insurance certificates and training records.
The idea of having reminders for upcoming renewals is a practical one, particularly for teams working in compliance-heavy environments. We’ve moved this idea to Gaining Support, which means it’s now open for the wider community to add votes and comments. If this would be helpful for your business, feel free to share how you’d use it or any specific scenarios you have in mind — that context helps shape what we look at next.
In the meantime, the current workaround is to track renewal or expiry dates outside of Xero, and archive expired files before uploading the updated versions when they’re ready.
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Have an extra step to delete attachments
It would be great if there was an extra prompt to confirm when deleting attachments from purchases/sales. Currently you only have to press the 'x' and the document is removed and there is no way to undo this if it is pressed accidently. If it prompted you to accept the delete you could say no and avoid this issue.
6 votesThanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
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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.
7 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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Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
10 votesAppreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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Hubdoc - Attach multiple documents when publishing from Hubdoc
It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.
Thanks!
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request to change the contact unique identifier from contact name to contact account number for invoice template
Hi Xero Support, we have 2 clients carry exactly the same name (eg. both of the client's full name is ALVIN CHUA), understand that Xero contact name serves as the unique identifier for individual client, we just want to know do we allowed to create 2 different contacts for exactly same name (eg. create twice for ALVIN CHUA) in Xero but identify them as different contact via contact account number (eg: HMC001 and HMC011)? And, for invoice import template, possible that Xero help to change the mandatory contact name to mandatory contact account number instead? Contact account number as unique…
3 votesHi 👋 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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Contact - Ability to customise columns on Contact Activity
On these top level menu layouts, like Invoices, Bills and Contact Activity list we really need to be able to add/remove columns. Eg. to see the net total for each Bill/Invoice, not just the gross amount including VAT.
We use these menu layouts a lot, and have to copy and paste to Excel when we want to send that data, because there seems to be no export on Xero that can produce a neat one row per invoice layout. The exports produce a massive report that displays every row from every invoice - not much use.
Having the ability to…
6 votesAppreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
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Address
Moving or reducing size of the add address screen so you don't have to scroll down to select add. For ease of use, at 100% zoom it should all be visibleor action button to the top
1 voteHi Trudy, just to check would this be when adding or editing a contact? From the left side menu you can click a section to quickly drop down and enter the details you like. Does this resolve what you're after here?
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Hubdoc - Mark purchases as Paid once reconciled in Xero
When the transaction is reconciled to a Bill that's been uploaded from HubDoc in Xero, it should mark the document as Paid in HubDoc. (Google's AI-generated answer says that this happens, but it doesn't on my account). That way it would be much easier to see in HubDoc which items still aren't reconciled
Specifically, if a document is
1) published as "Purchased, Awaiting Payment", and published to Xero
2) that bill is then reconciled to a transaction in Xero, so that bill is shown as Paid and linked to Hubdoc
3) then when viewing the document in Hubdoc, "Mark as…14 votesHi Mark, thanks for this excellent and clearly detailed suggestion.
We understand the workflow you're proposing: when a bill from Hubdoc is reconciled in Xero, its status should automatically sync back and be marked as 'Paid' in Hubdoc.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea for the 'Paid' status to sync from Xero back to Hubdoc, and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how this two-way sync would improve their experience.
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Contacts - Retain historic name in system prior to effective date
Allow customer's company and/or contact name changed as of an effective date. Retain original customer's company and/or contact name prior to effective date and future business is recorded post effective date with new customer's company and/or contact name.
3 votesHi Bruce, Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing how adding an effective date would be beneficial when you don't want the changes to affect the existing transactions. We'll move this idea to gain more support from the community. Cheers
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customer reminder emails
The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.
Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.Statements are easily ignored if a customer thinks they have already…
2 votesHi 👋 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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Display ABN with the Contact's name on the Contacts list
If the ABN was displayed on the Contacts list screen, or when a contact is selected, it would be easier to check you were in the correct Supplier (or Customer) before inputting a new bill/invoice which may avoid errors.
2 votesHi 👋 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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ABN automatic verification from ABN lookup website
In MYOB, the ABN details are automatically verified with a green tick and automatic verification window . Surely Xero could do something similar? Rather than relying on manual verification which is very lame
2 votesHi 👋 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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0 votes
Hi 👋 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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Homepage | Tasks - Include documents to be reviewed in Hubdoc
Include if there are documents to review in hubdoc under tasks
9 votesWe appreciate you sharing improvements you feel would be most valuable within the Task widget of the new homepage experience.
Our product team are carefully considering all feedback we're receiving on this and I'll be sure to share if there are any plans made with you here.
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Hubdoc - Apply payments to customer sales invoices (AR)
Please add the ability to enter payment details when posting invoices via Hubdoc.
At the moment, if an invoice has already been paid (e.g. by cash or a personal card), I have to post it in Hubdoc and then go into Xero to add the payment manually. This is especially common for my café and restaurant clients who pay many invoices in cash, and it creates a lot of extra work.
Being able to record the payment at the point of upload would save a huge amount of time.
6 votesHi there! thanks for sharing this great idea. We love hearing what would make a real difference for you.
We could see that having the ability to record the paid invoice from within Hubdoc would be useful. Now it's over to the community to show their support. To help get the ball rolling, feel free to share the idea with any colleagues who'd find it useful – every vote helps!
We'd also love to see others jump in the comments to explain how this feature would help them out.
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Files - Option to sort files by 'Associated with'
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
4 votesThanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
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Contacts | Files - Change the location of View button
Under Customers Accounts, File Attachments - Move the View button for the attachment to the LEFT side and keep the Delete button on the RIGHT side of the attachment. NOT next to each other.
Multiple times, we have accidentally deleted important files from the customer contact account.
8 votesHi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
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