273 results found
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NOTES
Could there be options when adding a note to one of your contacts, ie, Phone Call, Email, Meeting etc etc. and then allow these to be filtered. I use the notes quite a lot for adding notes to tenants details and it would be useful to be able to look at these without having to look through every action. Same goes for contacting suppliers etc. Useful if needed for evictions or legal actions.
2 votes -
Bank Feed - Connect with Fidelity Bank
Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!
1 vote -
Billing multiple contacts of a group, but not all of them
There are times I want to create several invoices within a group, but not the whole group. For example, in the Equine Lessons Group, there are contacts who take private lessons, group lessons, and/or homeschool lessons. Each contact may also be at a different skill level, therefore a different class. I would like to be able to select which contacts to invoice for Level 1 Homeschool Lesson, or for Level 3 Homeschool Lesson, or even Equine First Aid, depending on who, when , and what course is being taken.
1 vote -
Contacts - Keep 'Use as billing address' checked when edited
When using the new Check box. 'Use as billing address'. If you type in the address afterwards and edit the address. It deletes the the selected checkbox. 'use as billing address'
Just frustrating as you have to go back in and recheck.
1 vote -
Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
1 voteHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Invoice Reminder - Templates to apply to specific customers
Invoice reminders are currently "all or nothing". I dont want to chase my good clients with automated messages from Xero becuse it upsets them but I do want some of my clients to have auto reminders about invoices about to become due and invoices overdue, those who generally are bad payers. In the same way we have email and invoice templates can we have invoice reminder templates and when we raise an invoice be prompted to apply a reminder template (or not). Or can the template for reminders be part of the customer financial details, in the way we can…
4 votes -
Billable expense-link to original invoice
Xero doesn't currently have a direct feature to automatically link billable expenses on customer invoices back to their original supplier invoices. The only way to currently do this is to manually go back through all the supplier invoices and work out where it came from. A link would be much more streamlined, and remove the need to use a work-around - remembering to manually add a reference to the original supplier invoice on the customer invoice.
3 votes -
Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
1 voteHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
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Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
2 votes -
Report improvements for GDPR
Since Xero has little to no features to help manage data privacy, please can we have the ability to show date added on Contacts. Even better, date of last activity - and show them on reports?
If this isn't possible, custom fields would do as notes do not show up on the export.
Thanks
2 votes -
New Invoicing - 0.00 values appearing in the invoice summary on invoice emails which should not appear
There is system wide error in the back-end template that you use to generate invoice emails. Please refer screen captures attached. You will see that I have two lines in my Invoice 005614 that are text descriptions of services only so are effectively subheadings and have no account code and no "value". They appear correctly in the PDF invoice with a blank in the "Amount NZD" column but they appear incorrectly with a value of "0.00" on the email the customer receives. I'm annoyed at myself that I have never noticed and reported this bug before because it looks these…
4 votes -
Instagram link
I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.
1 vote -
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!
1 voteHi 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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Many of our Contacts now use a Portal to submit queries statements etc It would be good to have a section similar to the E mail section on t
Many of our Customer and Suppliers now insist we use their portal to submit queries statements remittance advices etc.
It would be useful for there to be a portal element like the E mail contacts in the Contact record. If this could be visible and actionable from the header it would be nice so we can click it and go straight to their portal from the contact.2 votes -
Printing quotations as job sheets
It would be so helpful if tradesmen could create a printable & electronic job sheet from a quotation containing materials and time scales etc
This would be amazing as I have to use other software for this .
Steve
Wired electrical2 votes -
Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
1 vote -
Contacts - Turn off the Contact name suggestions when entering transactions
Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.
3 votes -
add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
1 vote -
Contact - Indicate if customer receives e invoicing
Please could you add the ability to select on the customer contact card if invoices are sent by e-invoice or not. Some customers prefer e-invoices, and some are not set up for e-invoices.
4 votes
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