Bills: Add contact - Enter full details from transaction
Ability to add all contact details needed when creating a contact from a bill
Purpose: Ease of use being able to create, and send invoices all within the transactions screen
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
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Jean Granato
commented
Adding complete contact details when creating invoice as well!
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een rsa
commented
The same goes for Invoicing.
There is nothing worse than having to back and forth imputing customer info and then imputing invoice details only to go back again for the next invoice.
Please, please can someone save my sanity -
Sarah Jacobs
commented
When you modernise the bills section, please don't use too much white space.
I want to see as many transactions on these screens as possible, without searching or scrolling -
william reynolds
commented
And supplier bank account details too! It's such a time consuming pain to have to go and edit the newly created contact after creating the bill - you have to keep a copy of their invoice to check bank account details against.
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Andrew St.Hilaire
commented
This goes for invoices and quotes as well