48 results found
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Contacts | VAT # - Ability to enter Northern Ireland formatting
New VAT numbers have been introduced for Northern Ireland - starting with XI. Xero rejects these new VAT numbers with both UK & Ireland options in the country box. Can you please update Xero to accept the new NI VAT numbers. Thanks
1 voteThanks for sharing back on this, Liesl. Checking in with our team I'm pleased to share this is possible.
While Northern Ireland isn't a direct option in the drop-down menu, you'll see there's a 'None' option - Selecting this will allow you to enter the VAT number in any format, such as you've noted here 🙂
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Contact List Report - within a period of time that Customers purchased and started, in excel format, for a mailing list for marketing etc.
To be able to create a Mailer list of our customers with all the relevant details on an excel worksheet, for example, Name / Address / Contact name / e-mail details, etc. The report would allow us to fill in the period of time we require to see when new customers had started with the company, and customers that have purchased within a certain period of time, for example for the last 2 years.
This would assist when we need to create, reporting for sales, labels for a mailer to send out marketing information and also if we wish to…
1 voteHi Natalie, this is possible with the use of Smart Lists!
You can run a report to view customers that have purchased from you within the past 2 years, and then export the list of results to CSV which can be uploaded to Excel. 🙂
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Contacts - Move NZBN field into "Contact Details"
Move the NZBN field so that it is in the "Contact Details" section instead of the "Financial Details" section. This would enable the NZBN to be visible to, and sync with, Hubspot. As it stands the bi-directional Xero-Hubspot integration cannot see the NZBN field.
1 voteHi Tony 👋, the team have made some smaller changes since the release of the new Contacts add/edit screens.
We appreciate the feedback from our customers and based on some of this the team have moved the NZBN field back within the Contact details section. 🙂
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Number of Votes Xero Community Forum
"I have just read another closed thread, about community users votes having increased to 10, so am starting this new one as suggested by Brittany in that closed thread...
I don't go looking for features to vote on, but do search community for existing conversations on anything I am having issues with in Xero, either for answers on overcoming it, or to vote on an improvement to something that is directly impacting on efficiency of my staff and functionality we use in Xero.
I have just exhausted my 10 votes, didn't know I had a limit til then.
I manually…2 votesHi everyone, as many who previously engaged with the Feature Requests forums will have noticed - with the launch of Xero Product Ideas you now have unlimited votes to place across all the different ideas here.
Along with this, let us know the value the idea itself would have to your business! Thanks 🙂
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Search by customer account number
Since the update, we can no longer search by customer account number.
1 voteThank you for your input here.
We’re currently modernising our ‘underhood’ technology for Contacts, so we can build more features faster in the future. However, I’m happy to say that we've already released the new version of the ability to search contacts using the account number.
Because of this, I'll mark this request as 'delivered', so the votes can be returned 🙂. -
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 votesHey 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.
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Contacts - Sort by Date Added
On the main Contacts page, please display newly added contacts first or enable a search for recently added contacts. I have Zapier auto importing contact details and this would make things easier. Thanks!
1 votePositive news for you all here, thanks for your contributions to this space. As part of the development and recent changes in Contacts we've enabled the ability to sort by the date a contact was created in Xero! - Take a look here
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Contacts - Add group when creating a new contact
Could you please make it possible to add the group info when you create a contact?
Thanks1 voteOur team on Contacts made a change a few months back that allows you to add a group to the contact directly from the contact details screen.
When you create a new contact, you're directed to the contact details screen. From here, just select the 'Options' menu where you'll see 'Add to group'. :)
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