384 results found
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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.
16 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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Xero files - Add an Invoice Number field
When uploading invoices via Xero files, it would be nice to have an invoice number field as well as a reference field. It seems like an important field to miss out as it requires manually adjusting afterwards. I prefer Xero files to Hubdoc as it populates the description fields and automatically splits costings. This would be the cherry on the cake for a great tool in Xero.
2 votesHi Rhys, thanks for sharing this idea. We can see how having an Invoice Number field within Xero Files upload could make it easier to create transactions.
For now, if you're looking for automatic extraction of invoice details, Hubdoc can capture information such as the supplier, invoice number, date, and amount from uploaded documents before publishing them into Xero. We appreciate this doesn't help when you're managing documents directly within Xero Files.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If you're looking for a manually editable field, automatic extraction, or both, we'd love to hear more about how you'd use it.
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Files beta: upload from library
When uploading files from library inside contact's file tab (i.e. attaching monthly statement), xero defaults to selecting from archive which is time consuming because of having to trawl through every file there. Please default to selecting from inbox which should only contain files that haven't been dealt with.
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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Contact – check bank details reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.9 votesThanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
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Contact - Ability to select email group when sending invoices/statements
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their customer.
2 votesHi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
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Smart Doc Capture - Add last items Bills
Files - Smart Document Capture - Add last items option
One thing missing when creating a bill from the new files experience seems to be the option to add last items which is available from the bills section. Including this option as well as the other suggestions regarding default account and tax rates pulling from the supplier contact would increase my usage of this new feature.1 voteHi Tara, thanks for sharing this idea with us!
We’ve captured your suggestion and moved this to Gaining Support, so it’s now open for community support. Others can vote and add context about how this would help them.
Your input helps our teams understand how this could improve everyday workflows. Thanks again for taking the time to let us know what would help. 💙
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Dropdown for organisations instead of having to log in to capture a receipt and send to Xero app
Having to login to the specific Xero org on the app first before being able to send a captured receipt to the app is time consuming. Is there a way to have a dropdown menu on the 'Send to Xero' screen of all my organisations so I can select the appropriate one. Similar to when a Xero bill is sent to Xero desktop. Currently the organisation name appears anyway but there is no way to select a different organisation
1 voteThanks for sharing this with us.
We’re moving this idea to Gaining Support to help us understand how valuable this would be to the wider Xero community. The suggested experience would add an organisation dropdown to the Send to Xero screen, allowing you to choose the destination organisation directly—without needing to open the app and switch to that organisation first.
If this would make your workflow easier, please vote for the idea and add a comment sharing how you currently capture and send receipts, and how selecting the organisation from the Send to Xero screen would help.
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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.
10 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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Hubdoc: manage multiple accounts via the App.
Abilty to log into APP with different email address (not the alias option) for people who work at different organisations they are very protective of what email address they will send paperwork to and have control of with privacy and control. Therefore the app needs to allow multiple logins with different emails address rather than the alias option as this will not be accepted by alot of businesses.
3 votesThanks for sharing your idea, I can see how being able to easily switch between user accounts could be a game changer.
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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Xero app - Enable bank reconciliation for credit notes
In the desktop reconciliation works fine and includes SL credit notes but the Android App does not incluude them so making reconciation on the move impossible. I have raised a case on this but I was told 'this is how it is'
1 voteThanks for highlighting this opportunity. Extending Xero App bank reconciliation to include credit notes could help reduce the need to move between the mobile app and web version when clearing transactions.
We've updated the status to Gaining Support so we can continue tracking community feedback. If this could improve your workflow, add your vote and share your thoughts.
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Hubdoc - App Face ID
Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.
Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!
43 votes -
Contacts - Bulk Archive option if inactive for an extended time
Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)
66 votes -
Client Signature - Remove non signature images
Automatically remove jpeg images that are TINY in size. Every morning I have to delete over 40 files which are just images picked up from a clients signature.
1 voteThanks for sharing this idea. 🙂 We appreciate you taking the time to highlight how frustrating it is to regularly remove unrelated JPEG images created from clients’ email signatures.
This idea is now open for community support through votes and comments, helping us understand the level of interest. We’ll keep a pulse on the interest this idea receives and share if there are any updates.
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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.
7 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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US Tax - Certificate of Insurance (COI) Management | Compliance
While Xero currently allows documents like Certificates of Insurance to be uploaded to a contact, it would be much more effective to have a structured compliance tracking feature similar to how W-9 information is managed. This would allow users to input and track key insurance details—such as policy type (e.g., General Liability, Workers’ Compensation), coverage limits, and expiration dates—directly within the vendor or contractor profile. With this data captured in a structured format, Xero could provide automated reminders for upcoming expirations and visual alerts for missing or non-compliant coverage, helping businesses better manage risk and ensure vendors remain compliant before…
2 votesHi Logan, thanks for submitting this idea. We've opened this idea up to the community to share their thoughts and add their votes onto it. In the meantime, feel free to share this with your friends and colleagues who might find this feature useful as well. Cheers.
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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.
5 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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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!2 votesThanks 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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Xero - Document Request Portal
Allow accountants to request documents from clients directly from Xero.
Example:
"Please upload your July fuel receipts."
Client uploads directly against the request.No more chasing documents by email or WhatsApp.
1 voteThanks for sharing this idea. We understand the value of being able to request documents in one place and make it easier for clients to provide what’s needed, without relying on separate emails or tools. We’re moving this idea to Gaining support so we can gauge how broadly the community would use this capability and understand the scenarios that matter most. Please vote and comment, including how you would use it and what types of documents you would request, to help us assess the level of interest.
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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
10 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.
4 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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