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  1. It would be really helpful when merging suppliers if there was an option to keep all contact and financial details with the updated contact. When an existing supplier joins Xero and starts sending Xero generated invoices that you can upload to Xero if the name is even slightly different it creates a new supplier. This could be as basic as Ltd vs Limited. When these contacts are merged all the existing information is deleted and needs to be re-entered. An option to keep all existing contact information would be great.

    4 votes

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  2. Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
    The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
    In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
    In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my…

    15 votes

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  3. The new notes section is a good idea one of which I suggested however its really not very freindly to use.
    its buried at the end of the contact detail which means you have to navigate here.
    The window is far too small - want a lot larger window at least 3 times the current box size which would make it easy to see and edit.
    Would like it to appear on the invoice page so that one can see and edit as necessary when creating invoices.
    There is a lot of white space on the invoices and I feel…

    1 vote

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    Hi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider. 

    We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here. 

  4. 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.

    34 votes

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  5. I have 4000 archived contacts that I need to restore. Doing them one by one is ridiculous and will take an eternity. Adding check boxes on the side to select multiple to restore in bulk would be an easy feature to add and benefit greatly.

    12 votes

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  6. Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.

    4 votes

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  7. Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
    At the moment, I can only do the Total amount, which includes GST.

    9 votes

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  8. Add the ability to click next and previous while viewing a contact.

    3 votes

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    Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list? 

  9. I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.

    It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…

    3 votes

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

    87 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.

  11. To be able to 'pin' a note t the top of the client profile to see a note clearly.

    This note will continue to stay at the top of their activity to view easily.

    14 votes

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  12. Auto-check of an invoice amount and compare it to the customer's maximum ever invoice amount. To avoid a typo eg entered £7000 instead of £700.

    2 votes

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    Thanks for the interest in the idea here. As noted in my last update Contact Credit Limits might help some situations but we appreciate may not suit all needs. We don't have any direct change planned for this feature atm, but we'll continue to monitor the interest around this and share if there's any progress with you all, here. 

  13. 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.

    101 votes

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  14. 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.

    49 votes

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  15. Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.

    6 votes

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    Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.  

    Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report. 

    However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂

  16. Customer lifetime value report.

    I would like to see date fields that you complete when you onboard and archive a new customer. Then it would be easy to work out the average lifetime value of your customers (CLV) using the “income and expenses by contact” or other report.

    8 votes

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  17. Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to…

    5 votes

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    Thanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop. 

    When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here. 

    There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts. 

    We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here. 

  18. I was recently asked by a client how create a formatted PDF list of their contacts in Xero with addresses, telephone numbers, email addresses etc.

    They had been asked for this by their factoring provider.

    I know they can select all contacts and use the option at the top of the screen to export, but that creates a csv file which obviously doesn't have any formatting and runs the risk of it being opened in Excel which then messes up phone numbers etc (we are in the UK where phone numbers start 0 and Excel 'helpfully' removes this when opening…

    2 votes

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    Thanks for the extra detail, Ross and apologies I never rounded back on this here. While we also don't have plans for creating a report that includes all the detail from a contacts record atm I've slightly adjusted the title of your idea here and we'll continue to track interest in this here. If any plans are made down the line I'll be sure to let you know on the idea here.

  19. We have 1,782 “Archived Contacts” from mergers with other data following adoption of Xero Practice Management. The vast majority of these archived clients have the reference field completed with a 6 digit reference that we would like to re-use for the current clients.

    Unfortunately the reference field needs to be unique and so we cannot apply this reference to the current contact until it is changed or deleted in the archived client.

    Please can we have a bulk delete of the reference field for all 1782 archived clients (or add an extra digit if you cannot simply delete the reference…

    10 votes

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  20. When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.

    3 votes

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