Settings and activity
15 results found
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31 votes
🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
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Natasha Murray
supported this idea
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46 votesNatasha Murray
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29 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Natasha Murray
supported this idea
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126 votesNatasha Murray
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164 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
Natasha Murray
supported this idea
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16 votesNatasha Murray
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6 votesNatasha Murray
supported this idea
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296 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Natasha Murray
supported this idea
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12 votes
Hello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
Natasha Murray
supported this idea
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38 votes
Thanks for sharing this idea and explaining how being able to customise the bill reference for expense generated bills could improve your workflow ✨.
Our Community team have reviewed your idea and moved it to Gaining Support so it can gather input from other members. This means others can now vote and comment to share how this change could improve their experience with Xero.
At this stage, we do not have any current plans to share for developing this specifically for expense generated bills. We will continue to watch the support and detail this idea receives from the community, as that helps us better understand the level of demand and the use cases behind the request.
If others would also find this helpful, their votes and comments can add useful context for future review.
Natasha Murray
supported this idea
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155 votes
Hi everyone, thanks for your detailed feedback on combining multiple images to a single receipt.
We are changing the status of this idea to In Discovery.
This means our Product team has recognised that combining multiple images for a receipt will be a more streamlined process for expenses, especially for events like business travel and is the initial scoping phase, but haven’t got to the point where it’s on their road map.
We will continue to track your votes and comments as we progress, and we will update you all once we know more.
Natasha Murray
supported this idea
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138 votes
Hey community, thanks for your detailed feedback on combining expenses into a single claim.
We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.
Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.
We’re continuing to monitor feedback on this idea and will keep you updated.
Natasha Murray
supported this idea
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40 votesNatasha Murray
supported this idea
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67 votes
Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.
Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.
Natasha Murray
supported this idea
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93 votes
Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.
Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.
We’ll continue to monitor the support for this idea and will keep you updated with any future changes.
Natasha Murray
supported this idea
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Recently raised this issue with Xero and was referred here - 5 new linked client accounts that all use Xero bills/files and the extra admin work is ridiculous. Upwards of 5 (sometimes 10) extra jpeg and png files created per supplier invoice, which there are dozens of each month in each Xero account - we've tried to limit it through gmail forwarding coding, but no luck. The admin time worldwide on this must be huge across all Xero users. So frustrating. Hubdoc not an option either - as these particular supplier self billing invoices have a csv that goes alongside the self billing invoices - and they need to linked in Xero - Hubdoc wouldn't allow this - so its a case of choosing the admin load to be in Xero Documents or in Hubdoc.
Xero's advice is to ask our suppliers not to embed jpegs or pngs in their invoice emails!! REALLY?