213 results found
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Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
41 votes -
Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
677 votesHi everyone, appreciate wanting more of an update from us here. To share on our progress - Multiple addresses has been enabled in the back end of contacts. As mentioned in our previous update this is a complex piece of work, as we need to now build this into other areas of Xero where it'll add value.
For this reason the work within Contacts is not live yet, as without building this feature across these other areas it wouldn't have much practical use. But to confirm, work's moving along and we look forward to being able to share more.
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Attaching file to contact
Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…
31 votes -
Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
62 votes -
Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
45 votes -
Customer Statement - Automated statements for contacts
This is really for Xero Blue not practice manager, but you do not have a category for this,
Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!
234 votes -
Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
34 votes -
Customer Recent Invoices Report
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
11 votes -
Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
85 votes -
Enable DKIM to reduce sent emails from being flagged as Spam or put in Quarantine
We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.
Xero need to implement DKIM to reduce the number of false positives like this. It's very easy to implement and the benefits to Xero users would be enormous.
16 votes -
Contacts - View unallocated Overpayment/Prepayment/Credit at a glance
When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.
There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.
16 votes -
Contacts - Ability to add 'title' for people on a contact record
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.53 votes -
Payment terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
6 votes -
Email notification for approved purchase orders
Set-up an email notification to alert users when their Purchase Order has been approved
5 votes -
Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
54 votesThanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
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Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
21 votes -
attach file from xero files
Ability to attach files to contact records from Xero files as was previously possible (before the August 2023 redesign).
5 votes -
Xero dashboard - See client code in quick search
We often use the quick search feature in Xero, and it is often used just to get the client code for files. It would be incredibly helpful if the client code populated next to the client name in the quick search bar to make it easier to see
5 votes -
Contacts - Ability to set a default email template
So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.
Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates…
18 votesHi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
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Can invoice/credit totals be shown on the home page for each contact like they used to be.
It's time consuming having to click into each individual item to see the total. When they were listed on the front page it was easy to check a statement or accounts workings.
3 votes
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