Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
Rhoa Borra
shared this idea
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.
Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.
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Edward Atherton
commented
I cannot add the SWIFT & IBAN either separately or together - I just get the same old error message.
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Maggie Kavanagh
commented
Customers should not be directed to the Product Ideas section when raising this issue. This is not a new wishlist - Xero have broken an existing process and should immediately reinstate the ability to enter an IBAN. When designing updates why on earth would you not consult with customers who actually use Xero on a daily basis. Pointless having in house designers who do not even run their own business!
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Murray Thompson
commented
Can I add also - adding Batch Payment Banking Details in the updated contacts - you can add the 3 banking fields that are limited in NZ to 3 x 12 characters. In the old version of contacts, this was a hard limit of 12 characters per field. However, in this updated version, you keep on typing, and only when you tab to the next field does it inform you that you have exceeded 12 characters (in red).
Well Xero, just limit the input length like it was (which would be super helpful rather than counting the number of digits entered all the time.
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Catrin Howkins
commented
absolutely agree with you Rhos - we're UK based but only export product - so all our customers are international customers and the only way to buy/sell with international suppliers and customers is to have their IBAN details noted on their files. Configuration of Xero fields means that only UK account numbers are acceptable in the Xero package that we have in the UK - just ridiculous in this day and age
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Robyn Calloway-Wardle
commented
This change will have a major impact on storage of bank details for our international payees as we cannot now record SWIFT/BICS and IBAN details in the bank fields. Please put the contact page back how it was - or at least give us access to the old screen version.
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Gareth Parry
commented
I would just echo that we have suppliers around the world and this really is a retrograde step in terms of usability.
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Oksana Semeta
commented
We can't even edit any details of an existing international suppliers anymore (for example the address), as the system will flag up an issue in Financial fields and won't let you to save a new amendments without removing an IBAN/BIC etc.
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Umberto DiVenosa
commented
I have been using the [Account Number] field to put the IBAN of my suppliers for the past number of months.
With this and filling the BIC in the [Details] field, I could easily generate [Batch Payments] files which I would then use to create {Payment Files} via a 3rd party application.
Since last week we can no longer use "letters" in the [Account Number] field. So with the 1500 suppliers that are there with their current IBAN, I can continue generating these batch payment files but I can no longer [Update] the IBAN/Account Number.
It does not make sense. If Xero is trying to have data consistency, first they should have thought about it years ago. Then Why keep some [Account Number] fields with letters as a legacy issue without allowing them to be edited?
Doing such a critical change for users should have been communicated and given notice of so as to find an alternative/solution as opposed to making such a change overnight which actually downgrade the service as opposed to improving it.
Who cares what data format is put in these fields anyway? Customers should be able to use them as they want as none of these fields are critical to the application's way of working.