223 results found
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Sales Invoice - Show supplier
Having the option to show client or supplier on invoices.
Purpose: Eliminates the need to go to contacts tab each time to look up the phone number to contact the person while going over the invoices. Also for the delivery person to be able to reach the receiver at point of destination or to make an arrangement for receiving as well.
5 votes -
Xero Network - Ability to share Xero to Xero key link
Ability to share a link to share Xero to Xero key
8 votes -
Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
30 votes -
Contacts - Import with contact Group
To provide the option to import new contact(s) to an existing group.
Purpose: Users can easily put the imported contacts into the existing group once the file is uploaded into Xero.
90 votes -
Contact - Business Number (ABN) verification check
Ability to search details of an ABN against the ABN register, from within Xero.
Purpose: To see if the contact within Xero has valid ABN or not.
57 votesHi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
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Contact: Prepayment - Show on statement with negative balance
To show a negative number in customer balance, when customers have a prepayment.
Purpose: To make users easier to see any prepayments that were made by their contact in Xero.
28 votes -
Contact - Supplier Account Credit Limits
Ability to show account credit limit in supplier contact.
Purpose: Users can easily know the limit of orders from suppliers.
132 votes -
Contact: Email notification - Notify all users or nominated users when supplier bank account changes.
Ability to have email notification to all users/nominated users when supplier bank account changes.
Purpose: So all people in Xero orgs will immediately know if there’s any unusual activity in supplier bank account detail.
81 votes -
Contacts - Different default email addresses for different transactions in Xero
Ability to allocate different transactions to different email addresses.
Purpose: Because it’ll make users’ workflow easier when they’re dealing with the contacts that have different departments.
292 votes -
Contact - View Repeating Invoice details on Contact record
To make users able to see repeating invoice details from Contact record.
Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.
18 votes -
Contacts - Send out bulk emails to suppliers and customers
Ability to send bulk emails to both suppliers and customers.
Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.
194 votesHi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
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Contacts - Warning if entering contact simliar to existing
Ability to have a notification when there’s a duplicate contact in Xero.
Purpose: To make users easily check contacts that have similar details.
49 votes -
Contacts - Allow duplicate contact names
Ability to have duplicate contact names in Xero.
Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.
137 votesHey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
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Contacts - Allocate a contact as a supplier, customer, or both
Ability to make a contact as supplier, customer and both.
Purpose: To make bills cannot accidentally be entered as sales and vice versa
31 votes -
Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
113 votes -
Notifications - Alert when an invoice has been paid
Ability to have an alert in Xero when an invoice has been paid.
Purpose: Users can easily be reminded. Which will make it easier for them to order the product/stock for their business when they know that they have been paid.
120 votes -
Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
177 votes -
Sales | Notification that invoice sent/not sent
To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts30 votesHi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
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Statements - Include GST so statements can be sent instead of invoices
Ability to include GST when users’ sending statements to customer/client.
Purpose: To make the customer/client able to see the total GST on their statement.
7 votes -
Contacts - Automatic Credit Hold/Stop
Ability to automatically put customers/contacts in Xero on credit hold.
Purpose: This is to make staff within the Xero org can’t send the invoice to the customer if they have an overdue payment.
68 votesHey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. 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 the thread. Thanks
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