Bills - Edit contact details (name, email, BSB, Account no.) when creating a bill
At the moment when entering a bill from a new supplier I can only enter the name of the supplier in the bill, then go into contacts to add their details.
It would be more convenient if there was a button to add contact as new, and have a pop-up page where I can add more details of those suppliers from bill page.
Sometimes when working through many invoices from new suppliers it's hard to remember which contacts need to be revisited to add details especially contact details and bank details for batch payments.
Sean Ding
shared this idea
Hi team, thanks for sharing with us on this idea. I'm pleased to share that this is something our product teams have plans to work on developing into the quick view of an invoice (from the list) soon. I'll keep you updated of further progress, here.
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Leanne McMinn
commented
Hi Xero, can you have a look at how QBO handles this. If QBO can have a pop-up window whenever a new contact name is being entered either as a new invoice, a new bill or from the bank feed as a cash transaction, then you should be able to also.
I'd also urge you to make sure that the basic contact details are fields that MUST be completed before a new contact can be added.
I am so very frustrated at having to regularly merge contacts (I've been doing this since Xero first landed in Australia) Almost every time I am in a clients file to review the data for 20 odd years!!!! And yes I have posted comments and provided feedback and made product suggestions.
Currently I am reviewing files to prepare the 2025 annual TPAR submissions, once again I am feeling disappointed and let down by your development team.
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Caitlin Dinning
commented
I completely agree and I'm surprised this hasn't been picked up previously. I enter many new contacts when I'm entering bills and even just being able to enter the ABN details while the bill is open and the details are right there would be much more intuitive than having to search the contact later, open the bill again and copy the details from the bill.