266 results found
-
Comments on Online invoices to go to the "reply-to" email not user email
If a customer submits a comment on an online invoice, the comment is email to the user that created the invoice INSTEAD of the default reply-to email address that's set within the Xero organisation.
The whole point of setting the default reply-to was to ensure that all invoice queries go to a desired email address, especially before comments feature was created.
However now the comments get emailed instead to the user that created it, which defeats the whole purpose of having a default reply-to email address set.
Either it should simply go to that default reply-to email, or have another…
6 votes -
contact information input
Good pop up screen for new customer information when starting their initial invoice. Could you also add first name to this box please.
2 votes -
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 -
Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do…
9 votesThanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
-
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.
14 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.
2 votes -
Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)
Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).
The <ContactAccountNumber> is allowed to be included on system default invoices.
2 votes -
Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
2 votes -
Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
101 votes -
Statements sent to a specific email whilst invoices sent to another email
A simple idea that many people are asking for - statements to 2 person, invoices to another
Thank you2 votes -
Adding Customer
Adding a new customer on the fly.
The drop down for adding a new customer at invoice does not have any fields for adding the customer the contact. Why2 votes -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..8 votes -
Contacts - Automatically remove archived contacts from groups
Please automatically remove archived contacts from any previous groups, or show those groups on the archive page. the new group invoicing keep including archived contacts and showing errors. the only way to remove people from groups is to restore them, remove them from groups and the archive them again. with over 1100 contacts this is a mammoth task and one i don't have time for. it was all working fine before you changed to new invoicing, you made the problem, you should make the solution.
3 votes -
Activity Statements - add a total for each column and not just an outstanding balance.
It would be useful to look at an activity statement to see how much a certain contact has been invoiced regardless of whether they have paid or not. At present, I can only see outstanding balances.
2 votes -
Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
88 votesHi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
-
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.
1 vote -
"How Do I Contact Blockchain Customer Service UK 24/7?"
Blockchain offers 24/7 customer support, ensuring you can reach the team at any time for assistance. You can contact them via phone at 44.0.208.123.7272 (UK), use the live chat feature through the "Contact Us" button in the help center, or send an email via the online contact form. For urgent issues, the fastest way to get support is by calling 44.0.208.123.7272 (UK), as phone support is available for immediate assistance. While response times may vary depending on the volume of inquiries, calling 44.0.208.123.7272 (UK) will connect you to a live representative quickly. Whether you need general support or urgent help,…
1 vote -
total color customisation
I run two businesses in Xero, and I sometimes find myself in the wrong business at the wrong time. If we could change the colour of the top bar this would avoid any confusion
1 vote -
Contacts - View all transactions history & notes from contact record
Ability to go into the contact/client and see all notes under history and notes also the notes that are made under an invoice for the client. So ALL notes are in one place and users don't need to run a report to check a note. The former Xero layout had this. Invoice notes showed up under history and notes for the client in the old Xero layout before July 2023.
31 votes -
Contacts - Receive Money option from the New dropdown
The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?
2 votes
- Don't see your idea?