239 results found
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Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
2 votes -
Contacts - Option to exclude from remittance
Have an area in the contact card to opt out of the remittance advice for that supplier. This will save the time in unticking suppliers that never want remittance advice every time a batch payment is made.
2 votes -
Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
2 votes -
Contact - Ability to add date of birth
I have multiple clients who have members. They like to keep their members date of births on file, so they can send them birthday emails, or if they are over a certain age can get a discounted membership. It would be great to have either a dedicated date of birth field, or like some other accounting softwares a few open fields, that we could name per file, for additional required details, like date of births, member types, allergies, voting member etc. I'm sure these fields could be useful for other types of businesses as well.
2 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 -
API - Update all Contact fields via the API
During the creation process, we should be allowed to update all fields necessary on the Contact record.
Example I have at the moment is one of my customers needs to set their clients details within Xero so they can invoice them correctly. At the moment we can't use the API to set the Website field.
2 votes -
Contacts - Add a new contact directly into a Group
When adding a new Customer have a field at that time to place the new customer into a Group.
Would save time later and enable a better CRM feature for later marketing.2 votes -
Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items
I am looking to have the cost price included in the Inventory item details report even though the item is not tracked.
We sell a service and we cannot track the item as there is no amount to it.
But when running the report the cost price does not show2 votes -
Files - Allow uploads to client organisations
Changes to Xero that have not improved the program
How do I upload files from Xero Files (documents scanned to Xero etc) to my client it no longer allows this - previously you could access either Xerol Files or your own files from your drive - am I missing something ? Also you can no longer just print invoices you have to download them _ why this is a total pain - the joy of Xero was always click and print or email ??? Please put it back many thanks Kate Milne long time user and Xero fan!!!!
2 votes -
Recent Bills report - Reinstate "View recent bills report"
The "View recent bills report" functionality on a Contact page has changed since the new reporting was deployed this week. Previously, if you clicked on the link you would see a nice list of all approved bills for that vendor whether paid or not. This functionality has now changed and is effectively useless. Yes, you can get the same info by going into Business/bills to pay but that it is more clunky. Thank you.
2 votes -
Files - Separate locations for contact related documents vs financial related documents
Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…
2 votes -
Reporting - Expenses by contact report option to filter i.e supplier addresses/location/postal code
Broken down to location/ postal code with the total cost for a contact/supplier in any period is needed.
I am aware 'the expenses by contact' gives you the total spend in a year but this doesn't filter down to location/ addresses or post code. At year end a key part of our process is reporting local suppliers for our social impact and purpose, we have to complete a time consuming exercise entering addresses/location manually line by line for key suppliers in excel. This information is reported to our Board of Directors, to our Group Board and as part of our…2 votes -
Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votes -
Settings - Notification of settings change
There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.
2 votes -
Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia2 votes -
Contacts List - View if a contact has a CIS verified status
It would be productive to see if a contact is registered for CIS/verified and their status on the contact account page - where the group info is listed.
Otherwise the only way you can see this info is by clicking edit the contact. And include a signal/sign on the contacts page next to each CIS registered contact so that they can be identified easily.2 votes -
Contacts - Optional average to invoiced amount auto-check
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 votesThanks 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.
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Contacts - Ability to set a list of countries that a contact can be added
It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM
2 votes -
Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks2 votesHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
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Contacts | Increase character limit for countries
The ISO 3166 country name for "United Kingdom" is "United Kingdom of Great Britain and Northern Ireland (the)", which is 58 characters. We are currently unable to use this name for our contacts as Xero throws an error (both in the UI and API).
Please consider increasing the country name maximum length to at least 60 characters.
2 votes
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