263 results found
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Contact | View recent invoices/bills - set default date range
The longer I use Xero the more supplier invoices it stores.
When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.5 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
5 votes -
Export Invoices - Include Phone Numbers in CSV
I would like to have clients phone numbers included when saving a CSV Export of Invoices. This feature is unavailable, though all other client data such as name, address and email gets exported.
I need to be able to track my clients 6 monthly and 12 monthly and send them SMS and this is the easiest way to access invoice dates and client data in a CSV file.
I find it very strange the phone data column was not included and hasn't been requested until now.
9 votes -
Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"
We have imported all our contacts (a mixture of customers and suppliers) into Xero but they have all gone into the "All" category and there is now no way of assigning them to the "Customers" or "Suppliers" categories. It seems like a crazy restriction that not even the Xero people can fix for us. My suggestion is to allow us to move them out of All into one of the other categories.
11 votes -
CIS Return - Notification of change
Need a warning message when a CIS Return has changed from the original amount submitted, to enable the user to know that an amended return neds to be submitted.
19 votes -
Contacts - Include account number or email address in exports
We need to export donations from Xero to our CRM system. However, matching on Name is looking very difficult but we could add either the CRM ID to the Contact record as their Account Number, or their email. However, I can't find a way of exporting a csv containing the date, amount, and either email Account number. Can this be added?
9 votesHi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
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Contacts - Optional average to invoiced amount auto-check
Auto-check of an invoice amount and compare it to the customer's maximum ever invoice amount. To avoid a typo eg entered £7000 instead of £700.
2 votesThanks for the interest in the idea here. As noted in my last update Contact Credit Limits might help some situations but we appreciate may not suit all needs. We don't have any direct change planned for this feature atm, but we'll continue to monitor the interest around this and share if there's any progress with you all, here.
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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/
8 votesHi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here.
We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.
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Contacts - SAP field
SAP Field- ability to add a field for SAP# that is searchable and exportable.
3 votesHi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
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Contacts - Set default settings when adding new contacts
Have the ability to set default settings for every new Contact you add to Xero.
Our default tax will always be Tax Exclusive for example. We should be able to set this as the default to all new contacts added, as well as:
Default account
Currency
Invoice Theme
Invoices Due DateCheers
15 votes -
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 -
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…
7 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.
6 votes -
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 ....
6 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 -
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.
4 votesHi team, sorry we have not engaged with this idea before now. I'm pleased to confirm that this idea is already a feature within Xero.
If a user is in an eInovicing region(AU, NZ or UK) and has registered to receive eInvoices, once you add them as the Contact to your invoice the option to 'Send as an eInvoice' will appear.
For non-eInvoicing regions the option to send via the Xero network is available and your customer will be able to share their Xero network key with you to send with this option - This option is currently available from the Awaiting Payments list screen, however we're currently developing the ability to send with the Xero Network from within an invoice and you can stay updated on this delivery here.
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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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