Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Files - Add Expiry/Renewal Date and Automated Reminders

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Contacts & files » Files  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi 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.

    An error occurred while saving the comment
    Laura Ashdown commented  · 

    This would be insanely helpful for those of us in the construction industry in the U.K. who need to check all our bona fide sub contractor details including insurances.
    It would also be CRAZY helpful for training records for operatives.

    Laura Ashdown supported this idea  ·