239 results found
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Contact - Add filtering to the list of contacts
We are a small business that has just started using Xero, but already have 400+ contacts. Would love the ability to filter the contact list. For example, filter by country (show me all contacts in the UK, USA, etc.), filter by creation date or updated date (show me all contacts created in the last 30 days), etc.
There is no way to sort and filter the contacts, just endless scrolling through a long list.
Functionality feature that may not be critical to business operations, but it would make life a bit easier!
4 votesHi Brian, appreciate it's not a direct filter option like you're asking here however if you often need to filter by say country or another aspect of your Contact perhaps you may consider creating Contact groups? This way you'd be able to click on the group within contacts when you need.
Being open we don't have any direct plans for adding more filtering to the Contact list atm, but we'll continue to track your idea here and share if there are any plans made.
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Statements - Record additional notes sent with statement.
Sending a statement with additional notes in the email. Is there a way to keep record of the additional notes. At the moment you only see under the contact's history and notes that a statement has been sent, but there is no record of the notes that was sent with the statement
4 votes -
Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
4 votes -
AU Payroll - Leave Request emails to show Organisation Name
Leave Request emails to show Organisation Name.
Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.4 votes -
Contact | Branding for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
4 votes -
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
4 votes -
Xero Accounting app - List contact transactions in Date order, newest first
When going into a contact in the web version oif Xero the paid and unpaid invoices/bills are listed in date order with the newest first. This is not the case in the Android App version and it is really annoying having to scroll through (in one case) 200 invoices to get to the most recent.
Can the App versions please go newest first like the web version..
4 votes -
Contacts | Merge - show contact merged to
When merging customers xero currently completes the merge and then displays the profile that has been moved which typically (for me) contains no customer data. Is it possible to instead display the profile that the customer has been merged to which shows all the existing customer data. Usually I am completing a merge and then having to go in and search for the customer name again.
4 votes -
Smart Lists - Add "Country" filtering option
Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.
This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.
4 votes -
Contacts - Clickable phone number in contacts
In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.
4 votes -
Contacts - Better explanation for BankAccountNumber when importing
Better documentation for BankAccountNumber needed.
The documentation for importing contacts is not clear, specifically how to include banking details.
First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.
I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.
Thank you.
4 votes -
Contacts - Export and import all contact fields
Our contact cards are set up automatically through an API directly from our billing systems (we have multiple systems that are all coded differently). Fields like currency and branding are not updated with this link; therefore, the fields default to our Xero account settings. We want to export the contact card list with these fields to identify the clients with information that needs updating, to then fix and import in one step instead of updating each card.
4 votes -
Contacts - Preview contact files
After reporting a bug (can no longer preview contact files) I was given the following response :
"As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.
4 votes -
Checks - Only capitalise the first letter of the City on US checks
Checks (cheques) cut for Xero US subscribers should print addresses accordingly. Not all the letters in a City need to be capitalized. City not CITY. Furthermore, there should be a comma after City. And if you use the Attention feature in the Contact Address, it should print as the first line in the check address. Currently it prints as Vendor Name, Attention: Jane Doe. That makes for a very odd, confusing addressee on the check.
4 votes -
Contacts - display unpaid invoice on top only under client/contact
Ability: Xero only displaying the unpaid invoice up top under client/contact ----- same as former Xero version - PLEASE change this back it was perfect and it is very much not userfriendly now
Purpose: quick overview of the account i.e. which invoices are unpaid and what was communicated last
Current issue: with the new changes all client invoices are displayed on top, this clutters the view and is useless information, the old invoice (old and paid) don't need to be visible on top. The current invoice status is important i.e. what is not paid. It is clutter to display all…
4 votes -
Contacts - Receive payment from customer contact page
I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?
4 votes -
Contacts - Allow additional people within a contact record to have different roles/titles
We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.
4 votes -
Customer Statement | History & Notes - Include Template Name
We use multiple Statement templates, each of them containing different stages of Credit Control progress. When sending these the Contact Notes are only updated with 'Statement', and not the Statement template name that would give historical context to a Contact on how we have progressed debt.
Can you update the Notes to include the Statement Template name, and include an option to make further notes against that activity?4 votes -
Contact Record - View BSB and Account Number seperately
Financial Details Summary - BSB Number and Account Number need to display seperatly on Contacts Dashboard. They currently display as one string of numbers
4 votes -
Contacts - Combine Add/Remove group options
When viewing a contact, the options to "add group" and "remove group" are two separate functions, making moving a contact from one group to another very clunky. This request is to combine the add/remove feature, so you can simply select/unselect which groups a contact is in. This would mean that to move a contact from one group to another, you would simply deselect the old group checkbox and check the new group checkbox.
4 votes
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