Settings and activity
11 results found
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7 votes
Hi Sally, thanks for sharing your idea, we appreciate hearing how bringing back the old search engine or improving the current one could make a difference to you. We'll continue to monitor this for more traction and keep you posted here. Cheers
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Stephanie Jackson
supported this idea
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86 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
An error occurred while saving the comment Stephanie Jackson
commented
I tried to use the smart document capture, it still doesn't solve the issue that i have to add both a pdf and excel document to my sales. This was functionality that we used to have that you have taken away/made more time consuming
An error occurred while saving the comment Stephanie Jackson
commented
Not a new idea, more returning of a feature that we can no longer use.
We want to email our self billing sales invoices to Xero files, then go into Xero files, select those invoices and add to a sales invoice and its they are there without having to add contact, or saving the invoice and then reopening to add them
Stephanie Jackson
supported this idea
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Homepage - Ability to control what messages and adverts appear
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Xero%20homepage.docx 64 KB -
Auto%20Reconcile%202.png 7 KB -
Set%20Up%20Payments%20-%20every.%20single.%20invoice..png 76 KB -
Auto%20Reconcile%201.png 5 KB -
Syft.png 7 KB -
Chasing%20Payment%201.png 4 KB -
Case%20-%20Dashboard%20Banner%20%E2%80%93%20Xero%20Central.pdf 133 KB -
Screenshot%202025-09-02%20at%2011.40.45.jpg 153 KB
71 votesThanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
An error occurred while saving the comment Stephanie Jackson
commented
Yes! So frustrating having that bill payment pop up when i go to purchases that means i cant do anything until i click elsewhere. Apparently it it will go away if i click in the link but this is time consuming doing a payment run across a large group. Plus i did this, then it started doing it again
Stephanie Jackson
supported this idea
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27 votes
Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
An error occurred while saving the comment Stephanie Jackson
commented
Please bring this functionality back - as with all the latest updates you have been been removing our efficiencies and its so frustrating having to go through multiple clicks when previously this was available as a favourite.
Working across a large group, we don't want to have to go through multiple screens as part of our month end process
Stephanie Jackson
supported this idea
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72 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
An error occurred while saving the comment Stephanie Jackson
commented
Agree, its really poor. Not sure how having to put items in a folder and then moving them is more efficient than just putting them where you wanted in the first place.
Also, if you put the document on a wrong sales inv, but still want the document you don't have the option to remove and save to files, you just delete it. It may be in the archive somewhere but thats a lot to go through.
We used to create our sales invoices by sending the pdf and excel backing to the files, then select these to add to add to a sales invoice which we can no longer do as you are required to add a contact name, and it then still takes a while to add the info thats needed. We have to change our processes which now takes longer, but apparently all these updates make things simpler and easier.
Stephanie Jackson
supported this idea
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128 votes
Hi team, we appreciate wanting to hear updates from us here.
Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.
This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.
Stephanie Jackson
supported this idea
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79 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
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.
An error occurred while saving the comment Stephanie Jackson
commented
Its so frustrating, the drag and drop box also reduces in size after you have put in your first document.
It really feels like this is a step backward, you then have to do further clicks to put items in a file, when before you could see everything listed on the one screen.
They have also screwed adding files to sales invoices which is hugely frustrating for us as we have a large number of self billing invoices with excel backing data which we cant add through Dext, and Xeros support idea to "streamline" the process takes us longer than what it did before - why do i have to save an invoice before i had a document, its yet another unneeded step!
Stephanie Jackson
supported this idea
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2 votesStephanie Jackson
supported this idea
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2 votes
Thanks 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.
Stephanie Jackson
shared this idea
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17 votes
Hi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.
Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.
An error occurred while saving the comment Stephanie Jackson
commented
It would be good to be able to bulk add/delete users in the Organisation settings. We have invited multiple external user as part of our audit (which took a while), who i now have to remove, but I have to do each employee, in each company individually- thats apprx 10 employees across 50 companies so very time consuming.
Would be much easier if there was a tick box to select so we can delete in bulk
Also, we use ApprovalMax for approvals, and when adding a new user you can just add in all the email addresses in one go and all the invites are sent - its much easier to add users when dealing with a large group!
Stephanie Jackson
supported this idea
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99 votesStephanie Jackson
supported this idea
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Yes, this is so frustrating now. I am typing to then look up to see that nothing has appeared in the search box so have to enter again