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223 results found

  1. It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.

    31 votes

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    Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


    While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

    From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

    • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
  2. we need more than 6 email addresses per contact, or the ability to choose groups instead of contacts only , when generating new invoices.

    thks

    13 votes

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  3. Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.

    It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.

    pls look into this. thank you.

    68 votes

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  4. I am on a customer page and it shows that they currently owe for two open invoices. I would like to be able to click on the button Open Invoices and have the option to receive payment for those open invoices without having to leave the customer page. Currently I have to go to 1. Business 2. invoices 3. Awaiting Payment 4. Scroll through ALL open invoices (no filter even?), 5. Select the invoices I want to receive payment on 6. Select Deposit. Why not just go straight to the customer's open invoices and receive payment?

    4 votes

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  5. In the settings for Included in emails be able to specify which emails. For instance you have two people who receive and approve quotes. You don't want to send quotes to the account that processes invoices. The account that processes invoices only wants invoices and the people who approved the quotes don't necessarily want to be copied in on the invoices.
    I imagine this would be a tick bock for Quote, Invoice, Credit, Purchase order, Bill, next to each include in setting.

    2 votes

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  6. There is a difference between the functionality of new quote page and the old one.

    On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.

    On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link…

    42 votes

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  7. Hi, It would be great if one could distinguish/split in the contacts files upload between permanent (etc customer registration, Credit application) and annual etc(statements) documents

    3 votes

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  8. The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.

    3 votes

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  9. Stop messing around with things that people haven't asked for and actually look at implementing things that have been asked for.
    The new look for customer and sales ledgers is awful. Why change it?
    When it comes to being easy to reconcile supplier ledgers Xero is already miles behind it's competitors but you've somehow managed to make it even worse!
    For example if there is an overpayment that you part allocate against a bill and then refresh the screen it shows that the bill is paid but the overpayment still shows that the full amount is to be used, it…

    3 votes

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  10. We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.

    4 votes

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  11. Request SWIFT code field to be saved under particular contact as bank account number, so that it could auto populate in the batch payment.

    24 votes

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  12. Love the new contact view. It makes it easier to manage the clients.
    Is is possible to be able to rename the files in Xero that is linked to a contact?

    3 votes

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  13. When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).

    3 votes

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  14. We have 1,782 “Archived Contacts” from mergers with other data following adoption of Xero Practice Management. The vast majority of these archived clients have the reference field completed with a 6 digit reference that we would like to re-use for the current clients.

    Unfortunately the reference field needs to be unique and so we cannot apply this reference to the current contact until it is changed or deleted in the archived client.

    Please can we have a bulk delete of the reference field for all 1782 archived clients (or add an extra digit if you cannot simply delete the reference…

    10 votes

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  15. As an employee, I receive an email every time a leave request was approved.
    My boss receives an email every time a leave request is submitted and every time a timesheet is submitted.
    It would be great to disable these email notifications

    4 votes

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  16. I use the History/Notes section to keep track when I'm doing credit control- when I've chased the customer etc, and I now have to copy and paste the email I've sent to them-however, I will often need to send a long communication email which ends up being more than 2500 characters, which means I then have to copy and paste half the email and then the other half, so that they run together-it would be a lot easier if the notes section was able to take more than 2500 characters.

    1 vote

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  17. It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.

    29 votes

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  18. Email template - option for insert placeholder for GST exclusive amount ('Subtotal' amount).
    At the moment, I can only do the Total amount, which includes GST.

    5 votes

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  19. I would like to see the specifics of the contacts activity on the main page of the contact. Currently you need to click on each transaction to see where the transaction was allocated. It would be nice to see it all on one page. It would be helpful if it was editable from that page as well. Instead you have to click again to edit the transaction. Currently in Quickbooks you can view/edit from the main client screen. I always appreciate less clicks. :D

    1 vote

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  20. Ability to block Quotes being raised/sent if a customer has reached its credit limit. Another tick box like the one for Invoices except this is for Quotes.

    1 vote

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