223 results found
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Contacts - Ability to copy a contact
It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.
29 votes -
Contact: Prepayment - Show on statement with negative balance
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.
28 votes -
Contact | List - View 'new' contact and contact group allocation
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.
26 votes -
Contacts - Add field for SWIFT code that populates for batch payments
Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.
24 votes -
Contacts - Ability to set a default email template
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…
22 votesHi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
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Contacts - Ability to import credit limits
Ability to import credit limits along with contact information in the normal import template, particularly when converting your accounting system to Xero.
22 votes -
Invoices - Ability to show recurring invoices within the Contacts page
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.
21 votes -
Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)
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
21 votes -
CIS - Registered users UTR number for verification for partnerships
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.
21 votes -
Contacts - Option to put a Stop/Credit Hold on customer accounts
I Also, when will we get the stop function in Xero? I've been asking Xero for 6 years. I know you can restrict invoices by credit limit but, customers could be well under their limit but overdue in paying. A stop function is critical to any accounting system.
20 votes -
Contact overview - Show all persons on a contact record
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.20 votes -
Invoice Reminders - Set up for a Contact group
It would be great if we could turn automated invoice reminders on and off for contact groups, rather than needing to do it for each individial contact.
19 votes -
Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
18 votes -
Contact - View Repeating Invoice details on Contact record
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.
18 votes -
Xero Mail - Add email signature with company logos to sent emails
Ability to add email signature with company logos to all emails sent to clients.
17 votes -
CIS Return - Notification of change
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.
17 votes -
Contacts - Sort by Contact account number
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 -
Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
14 votes -
Contacts: Pin a note on client profile
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 -
Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
14 votes
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