419 results found
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Contacts - Field for Supplier's Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
3 votesHi, thanks for sharing your idea about adding a field for the account number your supplier has for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could benefit, so they can add their votes and comments too!
There's already a Product Idea for a supplier credit limit where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/44961232
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Files - Ability to add note to a file in the library
The new layout does not support our workflow. On the contrary, it slows us down and makes the system less transparent. For practices like ours, managing hundreds of clients, clarity and efficiency are essential. The previous dashboard enabled us to see key information at a glance. The new version creates unnecessary friction.
It is crucial that you retain the option to use the previous dashboard version and allow each Xero user to decide which layout best supports their work. There are hundreds of similar requests in community forums asking for this flexibility. In light of this, the current developer stance…
2 votesAppreciate you sharing feedback, Erzsebet. However we do ask that each post be contained to a single idea in a feature to help;
- other members know what they're voting for
- product teams get a sense of the interest for a particular change
- us provide updates on any progress for a change
Being upfront, the new homepage will replace the Dashboard experience over the coming weeks, and we cannot maintain both experiences long term.
To help with some of the notes you've raised on your needs;
- You can view draft invoices/bills from the Invoices owed to you/Bills to pay widgets - This now sits beneath the graph
- # of items to reconcile should be visible from each Bank account widget, as well as within the Tasks widget
- Net profit or loss widget will provide a quick gauge of the clients FY
I'll update the title of your idea here for the…
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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
5 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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Ability to send xero file receipts directly to new xero forwarding area
The new forwarding area for bills is great, but is only good for those receipts you haven't already got a repeating bill for. I wish though you could send xero file receipts straight to this new area as often the team send in their receipts and it would be easier from there to determine if these can be created automatically or need to be attached to an existing bill.
Would also love the function of saving in Xero files and saying attach to "x" bill in Xero Awaiting bills!
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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If an archived file is in a folder, show folder name in the "All archived" section
Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.
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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Copy address for postal address
Ability to copy a contact address for postal.
Often a client has the same address for home and postal. when working with ATO Mate, a contact must have a postal address listed for it to search for the client.
It would be good to be able to just copy the home address instead of having to type it in again for postal address.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 - Process receipts through the app
Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website
25 votes -
Contact History & Notes Add filter and sort to differentiate xero system additions to our own notes
Can we please add some kind of sort or filter option to the History and notes section of a contact. Every time a statement etc is emailed it creates a history line which is absolutely fine, however when you add your own notes to a client (eg we advise them when there is a price increase to their subscription, we make a note on their file) it gets lost in all the history transactions listed of statements sent, so to be able to sort between what a system record created by xero is versus an actual note entry that I…
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 -…
14 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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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 votesHi team, we appreciate the interest from you all in this idea and sharing how this feature would be beneficial to your processes.
Being upfront the position of this idea has not changed since our update last year and we want to be honest that there are no plans to develop the ability to post receive money transactions in Xero from Hubdoc.
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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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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
48 votes -
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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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…
5 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.
3 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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