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239 results found

  1. 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.

    32 votes

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  2. Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.

    31 votes

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  3. 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.

    31 votes

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  4. 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 contacts

    30 votes

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    Hi 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. 

  5. Include the option to enter the Registered User's UTR number in CIS verifications as well as the Organisations UTR number which will allow partnerships to be verified - HMRC need both to verify a partnership.

    29 votes

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  6. Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.

    29 votes

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  7. Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.

    29 votes

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  8. How about an ability to filter AU, NZ or UK posts only.

    28 votes

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  9. I have a client who is wanting to set up a vendor and queried about the ability to send a form to the potential vendor with information required directly from Xero
    Unfortunately this is not an option at this time but I am wondering if this is something other businesses would use and how helpful this would be

    27 votes

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  10. So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.

    Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates…

    26 votes

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  11. It would be great if, when viewing a contact, there was a quick 'sign/flag' to show if that contact has an active Direct Debit form.

    Currently you have to go to >Settings >Payment Service >GoCardless >edit >Direct Debit Forms

    25 votes

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  12. Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.

    23 votes

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  13. Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

    22 votes

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  14. 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…

    22 votes

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  15. Ability to add email signature with company logos to all emails sent to clients.

    22 votes

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  16. Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?

    21 votes

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    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

  17. Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
    We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.

    21 votes

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  18. It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.

    20 votes

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  19. Need a warning message when a CIS Return has changed from the original amount submitted, to enable the user to know that an amended return neds to be submitted.

    19 votes

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  20. 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.

    19 votes

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