104 results found
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Hubdoc: Alert for Missing Supplier Bank Details
Feature Request: Hubdoc Alert for Missing Supplier Bank Details
We would like to submit a feature request for Hubdoc that we believe would significantly improve workflow efficiency. It would be extremely helpful to have an alert or notification within Hubdoc (or during bill processing) when a supplier does not have bank account details entered in Xero. At the moment, when new supplier accounts are created and bank details are missed, this is only discovered at the time of payment. This creates frustration and delays for the person processing payments, as they then need to stop, track down the details, and…
1 voteThanks 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. 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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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
4 votesWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now 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.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Purchase overview - Add Spend money view same as bills
This feature as per attached picture for viewing/editing Bills paid is so useful in reconciling and checking. Also the return of the "Previous" & "Next" button/arrows are very welcomed.
What is missing right now is for the "Spend money" items which are not showing here. I would like you to add a new feature or even you can just make it viewable here in this same window.
If this feature is already there, please let me know.
Regards,
William Pablo1 voteThanks 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. 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. Cheers
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Bills - add link to awaiting approval
On the Bills entering screen there is a link already to "add another bill", could an additional link be included to "purchases awaiitng approval" instead of continually having to exit the bill screen and go back to the Purchases tab and select Purchases Awaiting Approval?
1 voteThanks for getting back to me, Kathy. And apologies it's taken me a little while to follow up myself.
Just to re-highlight for others coming across the idea here - There are a couple of existing options available to help;
- Bills default page to Awaiting approval so each time you're returned to the list view this directs you to the Awaiting approval list.
- Quick viewing bills from the Bills list will allow you to review and edit bills without having to leave the list you're on
Appreciate even with these options you'd like to see additional quick links within an individual bill for view next awaiting approval, and next draft. Being open this isn't something we have any plans for but can get a better sense of interest from this idea. We'll share i there are any updates.
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Billable Expenses - View the bills assigned to paid invoices
It would very useful and save a lot of time if we were able to see the bills that had been assigned to Invoices after the invoice has been paid, rather than having to manually go through each and every bill.
4 votesThanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
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Bills | Add new item - Autofill Item code from search text
When searching if an item code exists in the item column when in bill entry, the drop down minimises to "+NEW ITEM" - ideal if the code you have already typed (i.e) the new on to be set up, can be automatically copied into the new item set up pop out. Additionally it would be fantastic if the what is typed into the item name and be replicated in the purchase description box, if overtyped - currently it replicates, however if you then change the text in the item name it does not change in the purchase description box
1 voteAppreciate you sharing how we could make using Xero more efficient for your, Sheryl. We'll start to get a sense of the interest in this from the community here.
This isn't something we have plans for atm, but I'll share if there are any updates.
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Jax - Allow Jax to automatically attach pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
1 voteHi Stuart, glad to hear you're liking JAX so far. Thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers!
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Allow user to associate/assign unbilled expenses to a customer
Certain client-related expenses are tax deductible even if we don't bill the customer for reimbursement. Allow user to associate/assign unbilled expenses to a customer. Quickbooks has this feature.
1 voteHi Elizabeth , thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found currently the best way to get this is to use projects. We'll move this idea to gain more support from the community. We'll monitor this space for more traction.
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Duplicate Bill Review – Click-through Functionality
Enhance the Duplicate Bill Review screen by enabling direct click-through access to individual bills.
When reviewing potential duplicate bills, it would be helpful to click on any listed bill to open and inspect it directly. This allows users to quickly identify and resolve issues—such as an incorrect reference number—without having to search via another screen. After making corrections, users should be able to refresh the Duplicate Bill Review screen to confirm whether the duplicate warning has been cleared.
Benefits:
Speeds up the review and correction process
Reduces back-and-forth navigation
Improves user experience and efficiency
7 votesHi everyone, thanks for sharing your feedback on improving the duplicate dill review workflow. We appreciate you highlighting how click-through functionality could streamline reviewing and resolving potential duplicate bills.
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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Bills Purchase Overview - show permit number column in draft bills
It would be nice to have more options to view more columns featured in the draft bills and bills so we can have more options to search for the supplier invoices.
3 votesWe appreciate you sharing your insightful idea and clearly explaining the changes that matter most to you.
We've reviewed your submission, and it is now ready for community support! The next step is getting votes, so please share your idea widely with any colleagues who would also find this beneficial. Every vote counts!
Community members can also add comments to elaborate on how this change would specifically improve their experience using Xero.
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Xero Accounting App - Add item from Product & Services to Bill
On the Xero mobile app it would make life easier for small entrepreneurs who are always on the go to update products purchased and update their inventory from a receipt that they capture on mobile app. This feature is only available from a desktop computer where persons need login from their computer to enter Bills or expenses for the purchases of inventory products. At the moment this is possible through the Sales invoices. Please make it available through purchases as well
4 votesWe've reviewed your idea to allow an item to be selected when creating a bill in the Xero Accounting App and understand that this is important for users to track their inventory. 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!
Supporters of this idea may also be interested in adding their support to the Xero Expenses - Ability to Add Item Code product idea.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Bills - View PDF of bill without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
19 votesHi team, rounding back to the idea here we are continuing to track interest but want to be upfront that we don't have any plans for changing the behaviour of viewing the PDF of a bill /purchase invoice at present.
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Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"17 votesHi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.
If there are any changes to share I will provide an update to you all. Thanks
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Bills - Increase limit on amount of attachments
Would it please be possible to increase the amount of attachments that can be saved against a bill. At the moment it will allow us to attach more that 50 items but when it saves it only saves the first 50 and removes the rest.
I realise there are ways round this eg by attaching an e-mail with multiple items attached within it, but it's then more time consuming when trying to find specific attachments4 votesThanks for sharing your idea and highlighting the changes that matter most to you!
We've reviewed it, and now it's up to the community to show their support. Please share your idea with colleagues who could benefit so they can add their vote too!
Other members can also comment to share more detail on how your idea would improve their experience with Xero.
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Bills - Option to navigate pages of the Bills list from the top of screen
It'd be useful to have the ability to paginate from the top of the Bills list screen to avoid having to scroll down the page.
2 votesHi! Thanks for letting us know that you'd like an option to have this page selector at the top of the screen, rather than at the bottom.
Make sure you share your idea with any colleagues that would also benefit from this, so they can add their votes and comments to support this!
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Bills - Notify the submitter when a bill is not approved or requires changes
If a bill is submitted for approval and it is not correct; I should be able to send it back so the responsible person can fix it.
2 votesHi Quanette, thank you for taking the time to share this brilliant idea, and letting us know the changes that matter most for you.
We've reviewed your idea and the next step is for the wider Xero community to add their voices. 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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Bills - Filter bills list by account code
On Xero bills, as well as being able to filter and search for purchase invoices by contact or invoice reference, being able to search by a nominal code would be helpful. For example, making a payment run for all of one type of cost; finding any invoices that have not been allocated properly or for finding amounts that need to be included in management accounts.
3 votesHi Mike, we appreciate your engagement and 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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Repeating Bills - Change 'Next bill date' to 'Create bill date'
I have wasted HOURS of my time trying to figure out how to get repeating bills to show up. Would be extremely helpful if instead of "Next Bill Date" you say "create bill date" or "generate bill date" which is what I finally figured out it actually IS. "Next bill date" in this instance is very confusing; it's natural to put in the bill date for the following month.
3 votesWe'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 comment to share additional detail about how your idea could improve their experience with Xero.
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Bills - Change draft bills to spend money
I would like easier access for entering multiple spend money transactions with a preview screen
I suggest either;
1) a separate email to send spend money receipts to like bills have; or
2) when entering spend money transaction, after clicking save and add another, allow the preview pane to be available after attaching a file so you can still see the details of the receipt when entering (just like the preview is there when you enter a spend money from the files section) otherwise you have to go out of spend money and back to files just so you have…
5 votesThanks for your idea, Katie. Appreciate how you've thought of multiple ways we could help in the process you're after here.
While we'll gain specific interest in being able to change a bill to a spend money from your idea here, I also wanted to highlight this one for being able to set up separate emails in a contact for different transaction types. I've made sure to add your vote to that too so if there are any updates to tackle this from that view you'll be notified, too.
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Bills - Change file name when downloading bills
It would be really handy when downloading bills if the default file name is the Reference [invoice] number and not a random internal Xero reference or document ID. Even better would be Supplier name + Reference [invoice] number
2 votesThanks, Jo, for sharing your idea! We've reviewed it, and it's now live for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.
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