34 results found
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Email Templates - Create your own custom placeholders
Create your own placeholders for email templates - For example, I want to create a new placeholder for the previous month.
1 voteGreat help here, Danielle!
@Kirsty, as shared there are date shortcuts that can be used in the placeholders. So, for example if you were wanting the generate the month that's just been you could enter [Month-1] or for next month [Month+1]. 😁
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Contacts - Export option to export smart list as displayed
Currently if you export from a Smart List, the export includes all contact rather than the list derived from the Smart List.
Until this feature can be added, I suggest removing the Export option from this screen as it is makes people think this sort of export is possible.
1 voteHey Tony, thanks for sharing this feedback!
It's possible to only export your filtered contact list, by selecting all customers (as you've done in your screenshot) and clicking the smaller export button.
I've attached a screenshot illustrating this. Totally understand that this process could be clearer, so I'll ensure this feedback is shared with our Contact team.
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Contacts - Edit option on Financial Details tab to link to Financial Details section
If I'm looking at the "Financial Details" tab for a contact, when I click the "Edit" button, I should be taken to the "Financial details" section of the "Edit contact" page. Currently, it takes me to the first section, which happens to be "Contact details".
1 voteHi everyone, coming back over the idea here this idea has now been implemented with other changes in Contacts.
Now, when you select to edit a contact from Financial details tab you'll automatically be directed to the Financial details section when the edit screen opens. 🎉
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Contacts - Attach file to contact from file library
Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file…
76 votesHi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;
- The file library uploader option is now back on the Files tab of the Contact overview
- We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
- We've enabled the ability to add multiple files from file library in one go
Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂
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contact activity
It would be great if the contact activity items could be divided into different tabs.
Eg. Quotes, Invoices, Purchase Orders, Bills, Notes, Etc.
A couple of my contact have become very cluttered, and it has become increasingly difficult to find the correct documents.
4 votes -
Enable DKIM to reduce sent emails from being flagged as Spam or put in Quarantine
We are seeing more emails that are sent from within Xero being flagged as Spam or put in Quarantine, especially if the recipient is using Outlook 365.
Xero need to implement DKIM to reduce the number of false positives like this. It's very easy to implement and the benefits to Xero users would be enormous.
71 votesThanks all for you feedback on comments on this thread. We want to confirm that that DomainKeys Identified Mail (DKIM) is currently active for all Xero sending mail addresses used by the Xero platform and are regularly reviewed and updated. Since Xero handles the sending of emails from our platform there is nothing to be done from your side and can be assured that their is no risk to deliverability of emails as a result of the changes. Since there is no visibility of this change in the Xero UI we suggest those who still want further confirmation to review the Global DNS Propagation Checker which confirms that DKIM is enabled for all our regions. The best option if you're still finding mail sent from Xero isn't getting to a recipient or is landing in their spam or junk folders is to ask the customer to whitelist @xero.com and @post.xero.com… -
Contacts - View accepted Quotes
When you view a contact, you are able to see outstanding invoices and quotations from this contact. But it will be helpful to see quotations that have been accepted by this contact to make invoicing easier.
3 votesHi community, as shared in my last update you can view both draft and accepted quotes from the Activity on a Contacts record.
I've attached an example I created in the demo co. 🙂
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Fix incorrect validation of Country field in a Contact Address
The validation for the max length of the Country field in a Contact Address "appears" to indicate that up to 255 characters is permitted.
This is false and entering a string > 50 does not surface the UX message but will cause the SAVE of the address to fail.
The 50 number/limit is mentioned elsewhere in Xero documentation
It goes without saying that the bland message "There is 1 error on the form" is pretty unhelpful
1 voteThanks for raising, Peter - Appreciate the confusion with the '255' reference that you were getting before. Our team have made a change and you should see that the error that appears now indicates that field cannot be any longer than 50 characters as per my image below.
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Contacts - Ability to for Invoice only permissions to add notes
Until very recently our staff with INVOICE ONLY permissions could add notes to contacts, not just view them. We are at a loss to understand why this functionality has been taken away as it is not a security issue in any way. Adding a note to say that you have telephoned and what the content of the call was was crucial for someone chasing payment and adding other pertinent customer notes.
Please can we have this back?1 voteThanks for raising, Jo - I can confirm this is something our team looked into and were able to restore quite quickly.
You should find Invoice Only users have access to add notes to a contacts record again now. 🙂
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Contacts | Search - contacts with no invoices (variation: no paid invoices)
Using Search, I want to generate a list of my customers that don't yet have any invoices at all (or none in the last year).
This is the best way for me to see which customers have not yet done anything.1 voteHi Scott, this is actually possible with Smart Lists in Contacts.
You can run a new search for customers that have been Invoiced less than 0 Ever (see my image below), which will give you a result for any contact that has never been invoiced in your org.
Similarly you can set this for a specific Invoice Status or base the search on Payments. 🙂
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Contacts - Search inactive contacts, then be able to archive the group.
Search for inactive contacts eg. not used for 2 yrs, then archive them as a group.
Many customers use our services once, then never again. Since Hubdoc is sooooo slow to search, & one of the recommendations to counter this is archive unused contacts I have been looking into this. But when there are lots of contacts it is not possible to go through contacts individually.
Result - Hubdoc works poorly in this area but the recommended workaround is impossible to implement. PLEASE FIX HUBDOC!!
If this idea is implemented, there could also be a flag to bring up the…2 votesHi Sarah, you could run Smart List search to view customers that have not purchased an item or been invoiced within a specific time frame.
See more on this here and I've attached an example of a search in smarts lists below.
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Customer ability to view outstanding report
Would it be possible to add a link to each invoice that the customer can use to view all their outstanding invoices
1 voteHi Candice, this is already possible. There is a link that you can choose to include when sending an invoice to a customer from Xero that they'll be able to click through and view all outstanding invoices they have with you - See more on this here
For security the user email that clicks on the link will need to be listed on the contact record in your org, otherwise they'll receive an error.
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Reference On Statements
When downloading or sending statement to Client be able to Edit what can be seen - ie the Reference column isn't big enough to show a large PO number or reference.
2 votesHi Mandy, it's possible to show the full reference by using an advanced template and replacing 'Reference' merge field with 'LongReference' - see more on fields that can be included here
We also have some users that mare great at giving help on advanced templates - welcome to join the discussion here
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Add notes field for contact so that I can see what suppliers do
I have a large number of suppliers in Xero and it can be hard to keep track of what each of them do. Whilst I can put them into broad categories /groups, that is not enough. I would like to have a 'notes' field on contacts so that I can put some information about each of them (searchable if possible) as well as some notes as to whether they are good payers (in the case of customers) or other useful information. This will also extend the basic CRM functionality that already exists for customers.
4 votesHi James, it is already possible to add notes to a contact - See- the last section of our article here
If you're looking to have this information more visible when viewing contacts you may be interested in voting and joining the idea here.
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Contact - Ability to delete notes
In the Notes section under Contacts, allow:
- specific notes to be pinned to the top of the list of notes:
- notes to be deleted
6 votesHi community, I’m pleased to share that Additional Notes for a contact are now live to everyone!
As mentioned in my last response - You’ll find the feature available to use when adding or editing a Contact, at the bottom of the Contact details section.
You can edit the contact at any time to edit or delete text that you’ve entered in this field. Once saved, you’ll see the saved text shown in the right panel of a Contacts record. Thanks for all your inputs here. -
Contact List Report - within a period of time that Customers purchased and started, in excel format, for a mailing list for marketing etc.
To be able to create a Mailer list of our customers with all the relevant details on an excel worksheet, for example, Name / Address / Contact name / e-mail details, etc. The report would allow us to fill in the period of time we require to see when new customers had started with the company, and customers that have purchased within a certain period of time, for example for the last 2 years.
This would assist when we need to create, reporting for sales, labels for a mailer to send out marketing information and also if we wish to…
1 voteHi Natalie, this is possible with the use of Smart Lists!
You can run a report to view customers that have purchased from you within the past 2 years, and then export the list of results to CSV which can be uploaded to Excel. 🙂
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Contacts | VAT # - Ability to enter Northern Ireland formatting
New VAT numbers have been introduced for Northern Ireland - starting with XI. Xero rejects these new VAT numbers with both UK & Ireland options in the country box. Can you please update Xero to accept the new NI VAT numbers. Thanks
1 voteThanks for sharing back on this, Liesl. Checking in with our team I'm pleased to share this is possible.
While Northern Ireland isn't a direct option in the drop-down menu, you'll see there's a 'None' option - Selecting this will allow you to enter the VAT number in any format, such as you've noted here 🙂
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Contacts (UK) - Add a tax number with a VAT country of 'None'
This is a basic need. In the past, it was possible to set VAT country as NONE to add the tax number, now in the new UI is not possible, since the UI requires selecting a country. Please fix that as soon as possible, since we need to add the tax number on the invoice to non-EU countries!!!
3 votes -
Customer Portal to view current and historic invoices
Customer has asked if there is a link that would enable them to see current and historic invoices - apparently there isn't a way to do this.
Background: we email customers invoices every week through Xero. Occasionally the email's fail to arrive although Xero says they have been sent.
Our customer has said 'surely there is a page where I can see current and past invoices so I don't have to hassle you'
3 votesA Customer Activity statement would be a good first measure, Jane.
Appreciate it doesn't help where there email is not received - when initially sending invoices, it could be good to include both the online invoice link and a copy of the PDF so your customer has 2 routes to be able to look these up later.
You could also look to set up and include a link for your customers to view 'Outstanding bills' online.
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Contacts - Show information on one page
The edit contact format has recently been changed and I now have to click through multiple tabs to edit and view contact info. This is much more time consuming. I would like to be able to edit and view all contact info on one page.
515 votesHi all, returning now a few weeks on from our last update, we’re going to move this idea to Delivered! ✅
You'll now find a single page for editing contact details, with the added benefit of using the tab selections on the left panel to go directly to your chosen section on the contacts add/edit page.
Again, thank you for all your comments here - we know this has been a highly anticipated feature for community. Your feedback helps us to continue to shape the future of contacts at Xero.
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