268 results found
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Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
8 votes -
Contacts - Select more than 2 years in smart lists.
We need to be able to select more than 2 years in smart lists.
3 votes -
Dashboard - Add a tracker for deadlines
I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).
1 vote -
Contacts - Show aged breakdown on contact overview
Why does the screen on each contact not show an aged breakdown at a glance like it does in Sage 50 accounts? Sometimes I only want to look at that particular supplier/customer to see what we owe them by month without having to go to the reports screen. Also why does it not list payments on account in the top part of the screen. It is so confusing to work out what is due and what isn't. Awful set up
2 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
31 votes -
Settings - Notification of settings change
There needs to be an automatic email notification sent to users when a financial setting is changed. Our gst number was changed and we had no idea until we manually spotted the change.
2 votes -
Contacts - Secure method of requesting contact bank account details
Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.
5 votes -
Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
5 votes -
Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report
Can Supplier Bill Activity report be tied to this link (with auto-population of the supplier name in the report) so that I would not need to TYPE suppliers' names in the report every time I need to see the history of the supplier, which I do all the time?
Thank you,
Eugenia2 votes -
Contact - Ability to customise contact thumbnail
Ability to add client logos in contacts. Use for thumbnails there and in Projects. Would demonstrate partnership with them when used in communications and emails.
15 votes -
Contact | List view - View mobile when no phone number
It would be great if in Blue Xero in the Contacts list the "Mobile number" can be displayed when there is no actual phone number, currently you need to open the contact to see the Mobile Number. a bit frustrating.
8 votesWe've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
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Contacts - Sort customers/clients by surname
Option to sort customers/suppliers by their surname.
Purpose: This feature will make it easier for users to find their contacts in Xero.
34 votes -
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
6 votes -
Contacts - Ability to search group
Currently when you want to add a contact to a group and you have a entire list of different groups, you can not search for the group you are looking for, you have to scroll through your list. It is very frustrating not being able to search for the group.
14 votes -
Contacts - Export formatted contact details (like PDF)
I was recently asked by a client how create a formatted PDF list of their contacts in Xero with addresses, telephone numbers, email addresses etc.
They had been asked for this by their factoring provider.
I know they can select all contacts and use the option at the top of the screen to export, but that creates a csv file which obviously doesn't have any formatting and runs the risk of it being opened in Excel which then messes up phone numbers etc (we are in the UK where phone numbers start 0 and Excel 'helpfully' removes this when opening…
3 votesThanks for the extra detail, Ross and apologies I never rounded back on this here. While we also don't have plans for creating a report that includes all the detail from a contacts record atm I've slightly adjusted the title of your idea here and we'll continue to track interest in this here. If any plans are made down the line I'll be sure to let you know on the idea here.
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Contacts - date added /opened to be included in the contacts report
When trying to identify how many new contacts have been added in a certain period it is impossible without pulling months of billing and sorting by client name. Also would be great for marketing to know about Client anniversaries.
Simply by adding a field for the date added when setting up the record would be ideal, it could then be shown on the exported contacts report.
15 votes -
Contact | Copy & paste phone numbers when adding or editing a contact
I create new contacts all the time, often while creating an invoice. I usually only have a few details on hand to start creating the contact (name, email, phone number). So I flick between windows, copying from one and pasting into Xero's "create new customer" dialogue right there on the invoice edit screen.
It's the phone number I have the most trouble with. If there are any space characters in the (usually mobile) phone number I have copied - and there pretty much always are spaces when copying from an email or whatever - then nothing will paste into the…
3 votes -
Contacts - Ability to save 'Attention to' only for Billing or Postal address
Since the new contact layout was introduced, you cannot save an attention name without there being an address in the address field. Sometimes we do have a company name, contact name and no address.
Please review and correct.
8 votes -
Contact Record - View BSB and Account Number seperately
Financial Details Summary - BSB Number and Account Number need to display seperatly on Contacts Dashboard. They currently display as one string of numbers
4 votes -
Xero Accounting app - File CIS returns from app
To be able to use CIS on the mobile app and on an IPAD.
When you are not able to use a laptop and you need to work with CIS.10 votes
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