Skip to content
← Share and support customer ideas for Xero

For small businesses

For small businesses

Categories

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

23 results found

  1. Contacts - Search for invoices in customer/supplier records

    It would be great if we could search from within a customer or supplier record for a specific invoice or bill number.

    It is difficult at the moment to search as
    1) there are always notes in the way that can't be hidden
    2) you have to exit the customer/supplier to find the screen where a search is available.

    Having used other accounting packages, I was shocked to see this wasn't available within Xero.

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Contacts & communication  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sorry we've not returned to this idea sooner. You'll find with some of the updates we've made to the contacts record it is now possible to view transactions in separate tabs within the Activity of a Contact, and are also able to search transactions in the tab by amount, reference or invoice number 🙂

  2. Contacts (UK) - Add a tax number with a VAT country of 'None'

    This is a basic need. In the past, it was possible to set VAT country as NONE to add the tax number, now in the new UI is not possible, since the UI requires selecting a country. Please fix that as soon as possible, since we need to add the tax number on the invoice to non-EU countries!!!

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Contacts & communication  ·  Admin →
    Completed  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone 😊

    This has now been changed so that you can edit the Financial Details for a contact, and set VAT to None, then enter a tax number for them.

    There's more detail on this here: Edit a contact

  3. Customer Activity Report - Ability to only show invoices and payments

    Ability to only show invoices and payments in the report.

    Purpose: To show simpler information when seeing customer activity reports.

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Contacts & communication  ·  Admin →
    Completed  ·  AdminHannah G (Admin, Xero) responded

    Hey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!

    Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.

    For more information check out our Customer Invoice Activity report.

    Thanks again for your feedback, we appreciate your contributions.

2 Next →
  • Don't see your idea?