441 results found
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Reminder for bills due
Email reminder on day bill is due and not yet showed as paid
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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management
User Restriction for Contact Management
To have the option to grant a user viewing or editing rights to the contacts menu.
I experience that, when working with a large team, duplicate or incorrect entries in the contact field can occur, as all users can create a contact. It will be great if the creation & editing can be restricted.
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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Hubdoc - Set date to current century
Stop dating in 1900s.
Today I typed in the date 5/3/25. Click on the little calendar that appears, the month says March 25. Click on 5 March 25.Hubdoc interprets this as the year 1925.
I dont think there are many people entering receipts from 100 years ago.
Please remove those last century calendars from Hubdoc.While you fix that, since the Hubdoc file is linked to a Xero file can you also stop hubdoc processing into a closed year. It warns you AFTER it's been sent to Xero, then doesn't let you correct it because of the status -…
13 votesThanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
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Bookeo Add option to merge contacts when a different email is used by a previous customer
We have an issue with Bookeo not syncing with Xero when a previous customer uses a different email address for a subsequent booking. We get a sync error message and the payment doesn't show up in the bank feed so cannot be reconciled. Very annoying and needs to be solved.
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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Hubdoc - Option to post receive money
Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?56 votesThanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
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Xero Accounting app | Files - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and it's a great suggestion for improving Xero. Now it’s up to the community to get behind it and support the change! Share your idea with any colleagues who would also benefit so they can add their vote.
Along with votes, other members can now comment to share additional detail about how this would improve their experience with Xero.
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Contacts - Switch "They Owe" and "You Owe" columns to align with accounting norms.
The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:
They Owe - left side / debit / current asset
You Owe - right side / credit / current liability3 votesThanks for sharing your idea about how you'd like the "You Owe" and "They Owe" columns to be the other way around.
It's worth noting that the current orientation matches the Spent/Received columns in the Reconcile tab of the bank account. You might like to raise a separate product idea if you'd also like a similar change there (or maybe an option to swap the columns around).
In the meantime, we've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this idea with any colleagues that this could also benefit, so they can add their votes and comments too!
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Document Management - Fully Migrate Hubdoc Functionality into Xero User Interface
The HubDoc Ui/Ux is outdated, we all know it. But its a good product. With the addition of the "Upload Bills" feature to Xero, it would make sense to just bring the full functionality of HubDoc right into the Ui of Xero rather than invest in the standalone product of HubDoc. It keeps us on one screen within Xero and eliminates all the nuances of the sync/integration.
Maintaining backup to DropBox or Google Drive is key though. That makes it feel like a 'safe' backup method for receipts.
1 voteHi Collin 👋🏽
Thanks for submitting this important idea about integrating Hubdoc's full capabilities directly into Xero. This is a powerful suggestion for streamlining workflows and improving the overall document management experience.
We've reviewed your submission and are happy to classify it as Gaining Support!
Your post meets all the necessary criteria, and we confirm that the full range of Hubdoc functionality (including automated fetching and comprehensive processing) does not currently exist within the main Xero UI.
Your idea is now live and ready for community support! Please share this idea with colleagues who would benefit from a fully integrated document processing experience, so they can vote and share additional detail about how this change could improve their experience with Xero.
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AU Tax - Display foreign income worksheet on printed return
AU Tax - Display foreign income worksheet on printed return
Can you please ensure that the Individual Foreign Income Worksheet is generated and included when printing the ITR in PDF, even if the foreign income relates to dividends or interest (and not foreign rental property)?
This way, the worksheet will be attached to the PDF ITR, allowing the client to review the foreign income details. At present, the main form only displays the converted AUD amount, so including the worksheet will provide transparency around the original foreign figures1 voteHi Kezia thanks for sharing your thoughts. 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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Contact - Add a 'Bad Debtor' status flag with invoicing alerts
Would be great to be able to assign a special rate to a particular client so that rate generates each time you invoice that client and also add tick box to mark as bad debtor which flags them up.
1 voteHi Denise, thanks for sharing this idea! We can see how a “Bad Debtor” flag could be a really useful tool for managing risk. When your business is busy, you don’t want to accidentally extend credit to a customer who’s already significantly overdue.
Right now, the absence of an automated alert means staff often have to double-check a customer’s payment history or risk raising an invoice for someone who should be on a stop-credit list.
As a short-term option, you can use the Contact Notes field. Adding a note to a contact makes it visible when viewing their details, though it doesn’t yet “pop up” during invoicing.
Regarding your idea on default rates, you can already assign a default discount rate to contact records. You can also use the Untrack Items feature to make data entry faster and reduce manual effort.
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Hubdoc - Disable auto sync in Hubdoc for all suppliers
Allow organisations to disable autosync in Hubdoc for every supplier (existing & new) as an account level setting
3 votesThanks for sharing your idea with us, Matt.
We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.
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Contacts - Turn off the Contact name suggestions when entering transactions
Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.
11 votesHi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
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Hubdoc - Don't automatically sign out after 30 minutes
It's maddening having to sign in to Hubdoc so many times when I'm only using it sporadically throughout the day
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Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
9 votesHi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
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Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
4 votesHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
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Attachments - Add preview compatibility for .eml and .msg files
Please consider adding compatibility to preview .eml files (and .msg files if possible) that are attached to invoices (and other documents) in Xero, similar to the pdf preview window.
Emails are text/HTML so this seems achievable.
This would save time needing to download correspondences to view them, which are useful attachments in Xero for audit purposes.
2 votesIt’s great to see ideas around attachment previews, especially how support for .eml and .msg files could make audit workflows smoother.
This idea is now open for the community to vote on and discuss. Adding a few details about how it would fit into your workflow can help others understand why it matters and give the product team extra context.
We’ll keep this thread updated as things develop.
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Inventory - A report for quantity of product items sold per contact or group
I want to be able to run a report of the quantity of a specific item that my contact or a group of contacts sell in a specific time period. not dollar amount, but an actual item or group of items.
1 voteThanks for your suggestion about reporting on the quantity of items sold per contact or contact group over a given period (rather than just the total dollar value). At the moment, Xero doesn’t have a specific report that shows “item quantity by contact or contact group”, and this isn’t on our current roadmap for inventory or reporting. Today, some customers approximate this using the Receivable Invoice Details report or Sales by Item report with filters and external pivots, but we know that’s not as simple as having a dedicated report.
This idea is still open for votes and If this work does move onto the roadmap in future, we’ll post an update on this idea.
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Contacts - Automatically create contacts based on bank transaction details/payee
For users who do not use Xero to create invoices, automatically create customers and suppliers based on receipts or payments in bank reconciliation.
1 voteHi Gary, just to better understand your idea here. Is it mainly that you'd like to classify a contacts as a customer or supplier based on spend and receive money transactions?
Right now, as you may be aware you can easily create a new contact while reconciling, however the contact will only be classed as a customer or supplier based on the type of transacti9ons that are entered for them.
We have an existing idea around this I could merge your feedback in with?
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Hubdoc - Configure Publish As options to exclude some options
Configure Publish As options to exclude some options.
We never post Sales Invoices, but sometimes supplier invoices are incorrectly publish as Invoice(AR).
This is lengthy to undo.
I would like to configure HubDoc to exclude the Invoice(AR) option1 voteThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how customisable options in Hubdoc could help prevent accidental misclassification.
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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Hubdoc - Quick calculations when enter amounts
Calculator function in the dollar fields -- Reckon accounts has a function where, if you need to split a total into 2 or more lines, you can subtract it from within the dollar field just by pressing the minus button. Then to enter the result into the dollar field you just press the enter key. See screenshot.
4 votesHi Dana, thank you for this feature idea. A calculator function to handle quick calculations within the dollar fields in Hubdoc is a great suggestion.
We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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