267 results found
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AU Payroll - Leave Request emails to show Organisation Name
Leave Request emails to show Organisation Name.
Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.4 votes -
Contacts - classification of suppliers and employees
Add new field to able to classify or tag suppliers and contacts by category/type for easy searching and reporting e.g. recruitment, employees, stationary, legal, Government. This would really help with our procurement procedures.
3 votes -
Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
1,177 votesHi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
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Search invoices
Dashboard; Be able to add contacts to the dashboard
2 votes -
"search address"
When adding a contact, the "search address" works fine most of the time, but can take some time before new addresses are added to the search data base and require manual entry (usually cut and paste from Google Maps.) Could this feature not be linked with an API to the likes of Googles address infrastructure to utilise their rapidly adapting data base?
2 votes -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
16 votes -
Upload Bills: Could this option possibly be made available in the 'New' section within a contact as well as in the Bills To Pay section?
Upload Bills: Could this option possibly be made available in the 'New' section within a contact as well as in the Bills To Pay section?
1 vote -
contact settings - add second line for contact name
hi I just spoke with one of your officers they advised I make a suggestion to improve your invoice layout
my issue is on the contact invoice contact details I would like ability to have two lines for the addressee of the invoice for example on the first line you director name and on the second line the organisation name is your department able to assist with this adjustment in the system look forward to hearing from you
directors family name line 1
organisation name Pty Ltd online 2 of the invoice
1 vote -
Invoices/Quotes - Customise link to view online, rather than showing the full URL
It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would
2 votes -
search
Global Search - is broken.
If I am searching for a customer, say EE Limited, even if I type in the full name, it won't show me the contact, but it will show me transactions.
How about always show contacts at the top?1 vote -
add reference field into the subject of a receipt email
I would like to be able to add our reference field to the receipt subject & possible the body email so the customer can tell what the receipt is for at a glace.
1 vote -
Contact - Font color
If we cannot put a warning against the bad payers, surely it cannot be that hard to be able to change the customers business names into another color (Red) So when you search or create a new invoice, alarm bells will ring and hopefully avoid more loss
2 votesHi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.
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Show Contact Details on Customer Activity Page
I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.
I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.
Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be…
1 vote -
Contact | Branding for all transaction types
Ensure that the branding theme that is assigned to a customer is used to send POs, statements, credit notes, quotes etc ... not just invoices.
3 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
23 votes -
Contacts - Activity - Invoices - Description
When you view invoices under activity within a contact it would be immensely helpful to see the description of the invoice as a column because it is very complicated and frustrating to have to open each invoice under a contact before finding the one you are looking for.
2 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
6 votes -
Contacts - Add more than 5 additional people
To be able to add more than 5 email addresses in a client so that you can email the invoice out to more that 5 people at a time.
15 votes -
w9 link length
W9 link for contractors to enter information needs to be extended beyond 7 days. In addition it should be a generic link that can be sent to multiple people.
1 vote -
New invoicing | Contacts - Make all Postcode fields an Address lookup
Whenever I enter an invoice for a new customer, which is quite often, it always annoys me that the 'Add new contact' pop-up doesn't have postcode search in it.
So I end up adding a contact and their email, saving then going into contacts in a new tab to complete their address from their postcode.
Just add lookup to the contact details in add quote/invoice/etc wherever there is a postcode field.
2 votes
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