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236 results found

  1. Have the option to remove links to invoices on Customer Statements

    95 votes

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  2. 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…

    75 votes

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    Hi everyone, when the Contact overview screen was modernised, the functionality to upload files from the Xero File library was not available, and that you’ve had to upload files directly from the computer. We appreciate and apologise that this has had a negative impact on your workflows for the interim.

    I’m pleased to share that the work is well underway to bring back the functionality to upload from the file library 📚

    With this update we’ll:

    • Bring the file library uploader option back on the Contact overview page Files tab
    • Display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…) when you're uploading
    • Enable adding multiple files from file library in one go

    Looking forward to returning here to let you know once this is delivered!

  3. Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.

    62 votes

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  4. 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

    930 votes

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    Hi 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.

  5. 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.

    60 votes

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  6. 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.

    78 votes

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  7. Have the option to add individual contact numbers as well s emails for each additional contact from separate departments

    66 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

  8. Ability to cc and bcc when sending emails from xero.

    This would be very useful as we have many clients that like to have various other people copied in.

    9 votes

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  9. 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!

    304 votes

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  10. We do most of our work for councils, with multiple contacts that we invoice (20-30 different contacts) I know that I can add their email addresses to contacts using' include in emails' but each time I send an invoice/quote I have to unselect all emails that don't apply to that particular invoice/quote, which is very time consuming.
    I then tried leaving their email addresses in the contact but deselected 'included in email' hoping that if when sending the email, when i start to type the email address required may populate, but this didn't work.
    Surely there is a way around…

    5 votes

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  11. 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.

    46 votes

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  12. As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.

    When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.

    Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)

    OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…

    4 votes

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  13. On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…

    11 votes

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  14. Update new Invoicing to allow sending invoices to contact groups as you can in the classic invoicing. It's ridiculous that something so useful has been left behind in the switch to the new style. I need to be able to amend the invoices I send out based on the individual needs of the group. It saves so much time to be able to create a default set of drafts that I can amend rather than having to go to each individual and create an individual invoice within that group. Please guys, piull this across!

    17 votes

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    Hi everyone, we updated this idea to Under Review a couple of months ago and to give a little more detail - We know being able to invoice all members of a Contact group is something that our users find valuable. While we don't have a timeframe for this change right now, we're committed to developing this in new invoicing before we retire the classic version. We'll keep you updated of progress through this idea.

  15. Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
    ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.

    2 votes

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  16. Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.

    6 votes

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  17. Needs 'Are you sure' pop up for Deleting Contact Files

    Its too easy to accidentally delete a file attached to a Contact. Needs to be an 'Are you sure you want to delete ...' pop up when deleting.
    Especially as it also doesn't populate in the history/notes section that anything has been deleted.

    7 votes

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  18. Report listing all customers including contact details, credit terms and credit limits

    44 votes

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  19. To be able to add more than 5 email addresses in a client so that you can email the invoice out to more that 5 people at a time.

    4 votes

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  20. Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.

    9 votes

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