241 results found
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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 -
Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Xero HQ | Clients - Notes - Show date of note not relative date e.g 1 Month ago
In Xero HQ - Clients - Notes - Please show date of the note not "a Month ago" which is meaningless.
1 voteThanks for sharing your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We'll monitor and track support your idea receives from the community.
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Contacts - Additional People Search
it would be nice to pull from a dropdown of existing contacts already in the system to add to Additional People instead of having to type in their first/last name and email all over anew.
1 voteThanks for sharing your idea here, Daniel. We don't have any plans for this atm, but we'll gauge the interest and keep you updated if any plans are made.
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Invoicing - Clear email suggested list
DISABLE EMAIL SUGGESTIONS FROM XERO
I WANT TO REMOVE THE ABILITY FOR INVOICES TO BE SENT TO INCORRECT CLIENTS BY INADVERTANTLY SELECTING ONE OF THE (MOSTLY OUTDATED) SUGGESTIONS FROM XERO.
1 vote -
Contacts - Ability to add an ID type for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
1 vote -
Invoicing - Invoice multiple contacts of a group, but not all of them
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 vote -
Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
1 voteHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
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Contacts - Cash in/out Graph ability to set longer period
Currently this only shows over a 12 month period when in all cases I'd like to see how well each customer or supplier has performed against the same month last year.
At worst could this not simply be a 15 month graph (as if it were 13 then the previous month/previous year would drop of when everything was in by the beginning of the following month?
- at best could you select filters to compare even the past 3 years by month etc...
1 vote -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
1 vote -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
1 vote -
Contacts - Flags to indicate if Notes and Files are attached
On normal "blue" Xero, for each contact there is a Files and Notes Tab - it would be great if on the top banner there is a an icon to flag when there is content in that tab.
Also, on the Activity Tab, there could a column to indicate when an invoice or bill has an File attached, as it appears when viewing all invoices or all bills (not under each specific contact).
1 vote -
Contact navigation - Left of screen (rather than top)
allow for contact navigation to left of screen more streamline
1 vote -
Email Templates - Ability to add Emojis to email templates (rather than individual invoices)
Ability to add emojis to email templates.
Currently, you are able to add the emojis when emailing individual invoices, but it is not possible to add the emojis to the email template.
If you try to add an emoji to an email template, Xero will delete it after saving it.
1 voteAppreciate the difference in what you're asking here, Christopher.
No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.
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Contacts - Smart list outstanding more than 90 days
Contacts - Smart List add outstanding more than 90 days.
1 vote -
History & Notes - Contacts - Increase 2500 character limit in notes
I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.
1 vote -
Contacts - Credit Hold to stop Quotes being raised
Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.
1 vote -
Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 vote -
Dashboard - Add a tracker for deadlines
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
1 vote
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