223 results found
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Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!5 votes -
Contacts Merge - Options to open contact record in a separate browser tab when searching
When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.
3 votesHi Freya, maybe slightly different to the flow you're used to here. From the Contacts list you could search and then hold down Ctrl and click on the contacts you'd like to look into closer. This'll open each in a separate tab so you can inspect them before you select the contacts you'll merge?
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Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…
8 votesThanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Sales - Ability to request remittance from customers
How many times have we received a payment from a customer and not known which invoices they have paid? Or followed up an outstanding invoice that they have listed as paid in their system?
It would be great to have a button to request remittance advice from a customer for a particular deposit. We have a list of customers for many of our clients where we manually send these requests via email. It is time-consuming and inefficient, though it would be great to have the automation of sending the request straight out of Xero from the Bank Rec screen!
5 votesAppreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
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Contacts - Preview files for supplier bills
In the activity tab in contacts, it'd be great to be able to have a "files" column just like in the bills section, so that we can preview the invoices to the side rather than having to click into the bill to see the invoice.
3 votes -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..8 votes -
Contacts - Add document folders
Be able to Create Document Folders within a Contact, so can place documents within specified Folders
1 vote -
Xero Files - Direct option to download file
Now that you cant attached docuemnts from files to a contact like you used to I have to download them from the files screen, but before I can download them, I have to click on them to preview first. I have to do this for 4 documents right now.
I would love to see the below made available in the files screen:
1. Have download available in the three dot drop down.
2. Have the three dot drop down options available in the preview screen2 votesHi Fiona, hoping you may have seen my recent update that we have now developed the ability to upload files to a contact record from the file library.
Appreciate your idea is still valid also and we'll continue to track the demand for this here. If there's any further changes around this, I"ll let you know. Thanks
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Contacts | Merge - show contact merged to
When merging customers xero currently completes the merge and then displays the profile that has been moved which typically (for me) contains no customer data. Is it possible to instead display the profile that the customer has been merged to which shows all the existing customer data. Usually I am completing a merge and then having to go in and search for the customer name again.
3 votes -
Reporting- Contact Cash Activity Report to show all contacts
Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).
It would be more efficient than having to select each contact individually
2 votes -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
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.3 votes -
Xero App - Add client's VAT number on the App
On the Xero App - Please add a field where you can add a client's VAT number on the App (not as a note or reference or description) but as a separate field in the same way you would add it on internet sign in
1 vote -
New Invoices Issue - New Contact search address by postcode
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…
12 votes -
Billable expenses - Visible on Contact and dashboard widget
At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.
A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).
There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.
These will make it easier to remember to on-bill expenses in a timely fashion.
3 votes -
Contacts - Change the name for the Customers contact group to Clients
Right now you have to add a group to see clients together, but I'm hoping that one day we can simply change the category name of "Customers" to "Clients" to customize Xero for legal, insurance, marketing and many allied health practitioners who see clients.
1 vote -
User roles - Restrict Users from updating contact details
Restrict users from updating contact details. updating contact details, address and attention field, updates all invoices/bills previously posted for the contact. Not all users should be able to do this function.
3 votes -
Contacts - Add more than 5 additional people
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.
13 votes -
Contacts - Integrate with details registered on the Companies office
Part 1: Integrate with Companies office NZ (or similar) so that when I enter the name of a new contact it looks for the details of the company published on the companies office / NZBN. This could reduce data entry and validate that the name entered is a real company, accepting it wouldn't cover other entities.
Part 2: When a company status changes (e.g. goes into liquidation) you could show Xero users a warning, could do the same for company name & address changes etc..
1 vote -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
2 votes
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