219 results found
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Contacts - Add the File icon back to the Contacts transactions list
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
2 votes -
Xero Mobile 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..
2 votes -
Contact - Sub Categories
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?
1 voteAppreciate 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.
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Contacts - Option to choose column to sort by
Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,
2 votes -
Contacts - Add Sales Tax Exemption field to import/export file
Please include the Sales Tax Exemption field as a column in the Contact csv template/import.
The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.
Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…
2 votes -
Contacts - Export Statements to CSV
The facility to export statements to CSV files has been removed
We need this option back!2 votes -
Contacts Merge - Options to open contact record in a separate browser tab when searching
When merging contacts, you start typing the name of a contact you'd like the currently open contact merged into, and a list of similarly named contacts appears (including the contact you're getting rid of by merging it). I'd like to be able to open each of these in another tab from this list, so I can look and see which one I actually want.
2 votesHi Freya, maybe slightly different to the flow you're used to here. From the Contacts list you could search and then hold down Ctrl and click on the contacts you'd like to look into closer. This'll open each in a separate tab so you can inspect them before you select the contacts you'll merge?
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Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…
3 votesThanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Contacts - Preview files for supplier bills
In the activity tab in contacts, it'd be great to be able to have a "files" column just like in the bills section, so that we can preview the invoices to the side rather than having to click into the bill to see the invoice.
2 votes -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..3 votes -
New invoicing - More Address Lines when adding contact details
When sending an invoice to a new customer using the new invoicing you can only add one address line before the Town/City field. With the old invoicing you could add multiple address lines before the Town/City field (as you can also do with their Contact page and clicking edit).
With new invoicing this is difficult. Every time you need to add an address to a new invoice going to a new contact within the invoice screen then you only have one address line above the town/city field.
To add more address lines above the town/city field you need to amend…2 votes -
Contacts - Add document folders
Be able to Create Document Folders within a Contact, so can place documents within specified Folders
1 vote -
Xero Files - Direct option to download file
Now that you cant attached docuemnts from files to a contact like you used to I have to download them from the files screen, but before I can download them, I have to click on them to preview first. I have to do this for 4 documents right now.
I would love to see the below made available in the files screen:
1. Have download available in the three dot drop down.
2. Have the three dot drop down options available in the preview screen2 votesHi Fiona, hoping you may have seen my recent update that we have now developed the ability to upload files to a contact record from the file library.
Appreciate your idea is still valid also and we'll continue to track the demand for this here. If there's any further changes around this, I"ll let you know. Thanks
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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.
3 votes -
Email & Invoices - Option to add Emojis to email and invoice templates
Ability to add emojis to email communication templates and customised docx templates.
E.g.
Hello Jane 👋
and
1 vote -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.2 votes -
Xero App - Add client's VAT number on the App
On the Xero App - Please add a field where you can add a client's VAT number on the App (not as a note or reference or description) but as a separate field in the same way you would add it on internet sign in
1 vote -
New Invoices Issue - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
4 votes -
Billable expenses - Visible on Contact and dashboard widget
At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.
A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).
There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.
These will make it easier to remember to on-bill expenses in a timely fashion.
2 votes -
Contacts - Quick-add option for ABN in invoice entry
When creating a new invoice, you currently have the ability to add some of the details of a new contact to whom you are sending the invoice, when you are creating that invoice. For details not in this quick-add box, you have to open the newly created contact and edit the details, a rather more lengthy process.
I'd like to be able to add the ABN when quick-adding a customer, so I can quickly ensure that the tax invoice fulfils all the ATO requirements for an invoice worth >$1000.
2 votes
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