240 results found
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Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
7 votesAppreciate the idea, Stephen. Being quite honest this isn't something we're looking to expand to anytime soon.
That said always good to track the interest and get a sense of this interest in this specifically.
However, in the meantime I'd highly encourage exploring connections through our Xero App store.
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Contacts - Ability to set a list of countries that a contact can be added
It would be good to be able pick from a pre-defined list of countries. This would enable clean data entry. Also we are syncing data with Hubspot and it is causing issues with matching to pre-defined lists with the CRM
2 votes -
Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
6 votes -
Contact | Notes - Edit from main page of a contact
The new notes section is a good idea one of which I suggested however its really not very freindly to use.
its buried at the end of the contact detail which means you have to navigate here.
The window is far too small - want a lot larger window at least 3 times the current box size which would make it easy to see and edit.
Would like it to appear on the invoice page so that one can see and edit as necessary when creating invoices.
There is a lot of white space on the invoices and I feel…1 voteHi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider.
We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here.
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Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
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CIS - Verify Subcontractor without specifying CIS rate
Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…
6 votes -
Contacts - Record invoice payments from the contact screen
have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process
3 votes -
Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
Organisation Details - Add Instagram organisation field
As an Xero customer, I would like to be able to add Instagram as a contact field within organisation details, so that I can easily direct customers to my Instagram page.
Instagram is becoming more popular than facebook, twitter and websites for certain industries.
5 votes -
Contact - Add vendor to a transaction without it generating a new supplier
Currently a new supplier is created in your contact list every time a transaction is made which results in too many contacts considering there could be very small items of spend at multiple stores on card etc. I only want to see key repeating suppliers in my contact list.
10 votesHi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
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Contacts - Pull client's contact detail from WhatsApp
From within your contact details or Quote or Invoice - why not have the functionality to communicate to a client via WhatsApp or send the Quote or Invoice via WhatsApp. If you are in the construction industry, acknowledging that not everyone is in construction, the craftsmen you work with only gets to Mail and acceptance of quotes in the evenings. WhatsApp's they respond to easily and quickly ....
5 votes -
Contacts | Recent bills - Update heading of report to Bills (from 'Invoices')
We have one contact who is a customer and a supplier. When I go to contacts I can do the report of recent invoices (to them as customer) and also the report for recent bills. But they are both have the same headings - ÏNVOICES. Can you not change the heading of the supplier recent bills report to BILLS.
2 votes -
Contacts: Download PDFs from transaction log
When you go into a contact, you can see items that are outstanding and what has been paid, but it would be good if there was the 'pdf' icon against the transaction in this screen rather than having to view the item to see the document.
2 votes -
Contacts: Add 'on behalf of' field to contacts
I work with many architects who request quotes/invoice from our company on behalf of their client
At the moment we have to create a new contact entry for every client such as
ABC company on behalf of Fred Bloggs
ABC company on behalf of Samantha Smith
If there was an optional field, say "on behalf of" that we could include in the quote/invoice such as
on behalf of [client name]
The default would be the same as now
ABC Company
However, if the "on behalf of" option was selected a new field would appear in the quote/invoice [Client Name]The…
1 vote -
Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks2 votesHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
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Xero Network - Ability to share Xero to Xero key link
Ability to share a link to share Xero to Xero key
8 votes -
Contacts - Highlight contacts
In our old system, before we moved to Xero, we could highlight special clients (they were a different colour). In our case, they were special because they paid their account off in instalments, instead of paying a lump sum. This made it very easy for us to separate them when we sent invoice reminders to the rest of our clients. How we have to do it in Xero now is clunky and manual. :)
2 votesHi Kathleen, it sounds like Contact Groups could help you keep track of clients you'd normally 'highlight'
This way you'd be able to quickly get a view of the different contact groups when looking to set up or send invoice reminders?
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Contacts | Increase character limit for countries
The ISO 3166 country name for "United Kingdom" is "United Kingdom of Great Britain and Northern Ireland (the)", which is 58 characters. We are currently unable to use this name for our contacts as Xero throws an error (both in the UI and API).
Please consider increasing the country name maximum length to at least 60 characters.
2 votes -
E-Invoicing - Automate Xero Network connection when company details match
When a Xero customer is creating an invoice for another Xero customer - why not allow this to automatically show up in the Bills section, if the receiver agrees to this. Would save a heap of time and coding.
3 votes
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