267 results found
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Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
3 votesHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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Contact - Sub Categories
Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?
23 votesAppreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
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Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
3 votesHi Sarah, while we don't have plans for expanding this field directly within a Contact atm, perhaps adding a note to the contacts record with this extra detail would suffice?
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Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
3 votesHi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
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Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
1 voteHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
6 votes -
Contacts - Search newly registered addresses
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?
3 votesThanks for the recent feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.
We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here and I'll be sure to update you if there's any news.
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Contact | Branding to be applied 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.
6 votes -
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
3 votes -
Instagram link
I would love to link the practice to Instagram for clients to find us. I have more followers there than FB. I also get more inquiries from IG.
2 votesThanks for your feedback, Tonia.
While it's not currently possible to add your Instagram link to your advisor listing on xero.com, you could add your Xero advisor listing URL from xero.com to add to your Instagram page.
We don't have direct plans for adding more social link options to Xero advisor listings atm, but we'd like to get a sense of the community support for this that our product team can consider.
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Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record
A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.
If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.
For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an…
12 votes -
Contacts - 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…
2 votesThanks for taking the time to share this suggestion Justine.
I can certainly see how having those specific notes visible right alongside the transaction feed would improve efficiency and make sure key information isn't missed.
While this isn't in our immediate plans to make changes in this area, this idea is open for support from other community members, and we'll keep a close eye on the interest here.
You may also wish to vote on and share your thoughts on some similar ideas regarding how notes are viewed in Contacts:
Contact List - Viewing notes from the Contact List
Contacts - View all transactions history & notes from contact record
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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
1,312 votesThanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
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Invoicing - Option to copy different parts of invoice when select option to send to self
Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.2 votesI'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.
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Invoices - Filter and Download Specific Invoices in Customer Statement
I would like to submit a feature request for the Statement of Account (SOA) report. Currently, the SOA allows for downloading the entire account summary for a contact, but it lacks the ability to filter and download specific invoices based on types or any other granular filtering or customization.
For example, in my organization, clients sometimes use multiple revenue streams. Invoices are categorized by these revenue streams. There are instances where my clients only need the SOA for one particular revenue stream.
It would be incredibly helpful if the SOA report could include a filtering option where users can select…
3 votes -
Contact - Ability to copy & paste bank account number (accept spaces not just hyphens)
When you try to add a new bank account to a contact, Xero only accepts numbers and hyphens in the field. Spaces are not accepted.
All invoices issued by Xero have the issuer's bank account on the invoice formatted with separating spaces between the number blocks.
So when entering a new contact, I can't just copy-paste the bank account number from the invoice that was created by Xero because the format of such number doesn't comply with the formatting in Xero contact section. Every time it has to be manually edited by all the thousands of Xero users.
It would…
3 votes -
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 -
Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
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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…
17 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
8 votes
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