391 results found
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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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Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files
It doesn't appear to be possible to Remove attached files from a transaction and save it back to Xero Files. I found it to be a useful function. Would it be possible to add it back again? Also it would be really useful to be able to Search on documents in Xero Files.
3 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Additionally, regarding the other idea on searching within the files section, I have found a similar idea to what you're suggesting and added your vote there. We'll monitor both ideas for traction.
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Files - Page scrolling at top of page
As the Archive in Files expands, we need the option to scroll through pages easily by using the scroll button. This should be located at the top of the page.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contacts | Activity - Purchase order "Approved" (change colour of status from green to blue)
Once PO's have been approved, could they be shown in BLUE (rather than green) - so as to distinguish between Bills "Awaiting Payment" (green) and PO's "Approved" (also in green) when in a Supplier.
1 voteAppreciate when viewing this information on a Contacts Activity tab how further differentiation could be useful, Ingrid. We don't have any immediate plans for changing the colour, however it would be good to get a wider sense of interest for this from the community here.
However, to avoid any confusion you also have the transactions type tabs that you can click on to view only activity for that type of transaction.
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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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Files - Option to skip review step
There is a new feature in files called Review, is there a way to remove it as it is something our company will never use and it gets in the way.
2 votesHi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.
The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.
We’ve moved this to Gaining Support so we can continue to track interest.
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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.
7 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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Xero Files - Ability to tag files
File TAGGING! Can you please please add where we can tag files. Like ok tag to project tag to contractor. Tags! Tag projects to receipts and hires.
If you add "tags" or labels to files and projects that'll make less clicks for everyone! and so much faster. The tags will obviously auto populate into the right project, files, or contractors!1 voteThanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
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Contractors Organizations
Allow us to send files to certain contractors via email such as subject or create a contractor portal or sync to google drive or something! Sending contracts would be amazing too ! like getting signatures within Xero
And allow contractors to sync with Gusto and also add contract terms to their profile for automations1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Files Inbox - bills created use a default VAT code from contact
Allow bills created from the files inbox to use a default VAT rate which could be set in the supplier record, this will massivley speed review of these bill, or where the category is picked up by Xero, use the default VAT rate for that category.
At the moment it takes longer to process bills through the inbox, than the old way as draft bills, although more information is recorded, I'm not sure of the benefit of a slower process
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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Improve layout: Contacts > Invoices
I don't understand why the tiny "Invoices owed to you >" box takes up the entire left column of the screen, which then means the Invoices list isn't full width.
Surely the tiny overview box could be combined into the section with the graph and allow us to view a full width invoices list for a contact?
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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Increase number of supporting files that can be attached to a loan account
Could Xero please consider increasing the number of supporting files that can be attached to a loan account? Currently a maximum of 50 supporting documents can be attached. However, we are now exceeding the 50 document limit, with initial loan setup docs, monthly statements, plus bank letters regarding interest rate changes. It is important to have a full set of supporting documents attached to the loan account, so they are available for the accountant to review if required.
We are looking at the Chart of Accounts, finding the loan account, clicking on the balance on the right (to open 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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PDF Password protection
Can read PDF password-protected files.
Can read or ask to insert a password if PDF is password-protected, as some supplier have to send their invoices with passwords.
How to manage it is to have email link to supplier and can save the password for set supplier. Then when you received document from set supplier email it will know the supplier so it can use the password you saved on the pdf document an open it.
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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Contacts section - create small crm area
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 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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PDF splitting in xero files
Allow PDF Splitting in xero files to allow for batch scanning and uploading of invoices for auto extraction
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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Contacts AU: 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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Smart document capture - Line Extraction Defaults for Contacts
On the new files smart capture facility, there is an option to toggle the 'line items', please could you add a way to save the toggle for each contact, as I have some contacts that have various itemised invoices which would benefit from default already being collapsed, and some that the itemised extraction helps with.
Thank you.
1 voteGreat to hear you're finding good use in the new Smart document capture feature, Luis.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too. 🙂 We'll share if there are any plans made around this, here.
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Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
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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Sending emails from the mobile app
When sending emails from the mobile app, it’s important to have the option for emails to be sent from our business email address rather than the personal login email.
At the moment, emails are being sent from a personal address, which means clients are receiving and having access to personal contact details. This isn’t ideal from a professional or privacy standpoint.
Having the ability to set and send from a designated business email would greatly improve professionalism and client communication.
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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reconcile contact with AP & AR balances
When a contact has both a Payable & receivables balance there should be a way of reconciling the items against each other so we only then have to pay the balance rather than working it out and having to manually pay it through the bank or pay the invoice, await the receipt instead of just paying or receiving the difference.
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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