273 results found
-
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…
2 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.
-
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 -
Contacts - Combine Add/Remove group options
When viewing a contact, the options to "add group" and "remove group" are two separate functions, making moving a contact from one group to another very clunky. This request is to combine the add/remove feature, so you can simply select/unselect which groups a contact is in. This would mean that to move a contact from one group to another, you would simply deselect the old group checkbox and check the new group checkbox.
4 votes -
Contact - Select 'TPAR Reportable' when adding contact
Hi Xero,
could you please add a tick box button TPAR reportable in Supplier Contact - when adding new Supplier to have there option to tick "TPAR reportable"?
It would really help with ATO reporting when working with high volume of Suppliers/Contractors.
Atm Xero does not have a tab to differentiate between Supplier providing material only and Supplier/Contractor providing service, labour on which we need to file TPAR every year and within a year we are taking on numerous new contractors.11 votes -
Contact | Merge - Carry through Gocardless mandates if archiving a contact through merge
When merging contacts within Xero if the contact you are merging has a gocardless mandate - carry it across to the new combined contact.
3 votes -
Contact Record - Add Description column to Activity page
Ability to add "description" column on the individual contacts page. We often need to look through a supplier/customer to quickly see what types of purchases/sales we make, so having descriptions on this page is needed. Currently we have to run a report which is an unnecessary long way around.
13 votes -
Contact - Include contact phone number on invoices and quotes
Ability to customize quotes and invoice templates to include contact's phone number(s), similar to including address.
17 votes -
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 -
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 -
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.
8 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
-
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.
-
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.
17 votes -
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
-
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 -
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.
-
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.
- Don't see your idea?