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235 results found

  1. Smart Lists - Add "Country" filtering option

    Currently, when filtering smart lists by location you can only add [city, state] tags. It would be nicer to be able to just add country tags, to sort / view contacts by country as opposed to by city.

    This would also allow new contacts in that country to automatically be added to the list, vs needing to handle this manually.

    4 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  2. Contacts - Search/autocomplete for international addresses

    When adding or editing a contact, I always enter their address.

    Xero has this great feature that allows searching for addresses, and that's wonderful!

    ...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.

    In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.

    So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.

    3 votes
    submitted  ·  1 comment  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  3. Contacts - Add Preferred name field

    Add preferred name option

    4 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  4. Billable expenses - Visible on Contact and dashboard widget

    At the moment, there are two places you can find out if there are billable expenses outstanding for a Contact: at the bottom of the Sales Overview, and in one report.

    A total should be visible in the header of Contacts that have had billable expenses assigned to them (including if there's Projects assigned to that Contact with uninvoiced expenses).

    There should also be a widget for the dashboard similar to the section at the bottom of the Sales Overview.

    These will make it easier to remember to on-bill expenses in a timely fashion.

    3 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  5. Contacts - Add a Job Title field

    To be add the job title of a primary person and additional person in a contact details.
    Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
    It could be a great add-on as to know to whom we are addressing our email in the contact company.

    74 votes
    13 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

  6. Contacts - Better explanation for BankAccountNumber when importing

    Better documentation for BankAccountNumber needed.

    The documentation for importing contacts is not clear, specifically how to include banking details.

    First time users, such as myself, could be greatly assisted if the documentation for the BankAccountNumber was described as <bsb><space><account number>.

    I did a large number of documentation and Google searches before it clicked that the BSB and account number are both specified in the BankAccountNumber field. This is not obvious.

    Thank you.

    4 votes
    submitted  ·  1 comment  ·  Contacts & communication  ·  Admin →
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  7. Contacts - Add EORI number field to contacts

    EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?

    8 votes
    submitted  ·  4 comments  ·  Contacts & communication  ·  Admin →
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  8. Contacts - Export contact group

    Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.

    40 votes
    submitted  ·  14 comments  ·  Contacts & communication  ·  Admin →
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  9. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    It would be great if, when viewing a contact, there was a quick 'sign/flag' to show if that contact has an active Direct Debit form.

    Currently you have to go to >Settings >Payment Service >GoCardless >edit >Direct Debit Forms

    24 votes
    submitted  ·  9 comments  ·  Contacts & communication  ·  Admin →
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  10. Contacts - Clickable phone number in contacts

    In this day and age why are the phone numbers for contacts not clickable? the code is so simple just add it in.

    4 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  11. Contacts - Sort by Contact account number

    Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
    The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
    In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
    In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my…

    17 votes
    submitted  ·  5 comments  ·  Contacts & communication  ·  Admin →
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  12. CIS - Registered users UTR number for verification for partnerships

    Include the option to enter the Registered User's UTR number in CIS verifications as well as the Organisations UTR number which will allow partnerships to be verified - HMRC need both to verify a partnership.

    28 votes
    submitted  ·  9 comments  ·  Contacts & communication  ·  Admin →
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  13. Reporting- Contact Cash Activity Report to show all contacts

    Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).

    It would be more efficient than having to select each contact individually

    2 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  14. Contacts - Export and import all contact fields

    Our contact cards are set up automatically through an API directly from our billing systems (we have multiple systems that are all coded differently). Fields like currency and branding are not updated with this link; therefore, the fields default to our Xero account settings. We want to export the contact card list with these fields to identify the clients with information that needs updating, to then fix and import in one step instead of updating each card.

    4 votes
    1 comment  ·  Contacts & communication  ·  Admin →
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  15. Contacts - Add screen scroll bar to allow better view when minimised

    It would be good for the lower scroll bar to display when a screen is minimised (in contacts). Currently, if you minimise the screen (as I do when I am comparing entries in another external on-line tab, for example, with my HMRC account, or my on-line bank account) you can only see the left of the minimised screen. The information does not compact into a full but smaller screen, neither is there a scroll button to scroll the information to the right. So if I want to look at the amounts of a customer etc, the screen has to be…

    3 votes
    submitted  ·  0 comments  ·  Contacts & communication  ·  Admin →
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  16. Contacts - Share/update contacts between Xero organisations/subscriptions

    I own several different businesses that are set up as separate organizations within xero, but they are all in the same industry and there is quite a bit of crossover of contacts between the businesses. As I understand it currently, each business will have its own unique address book, so if I update John Smith's phone number in Company A, it will not update in Company B. This makes no sense to me. There should be a universal contact book where we can select whether or not we want a company to use that universal set of contacts.

    2 votes
    submitted  ·  1 comment  ·  Contacts & communication  ·  Admin →
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  17. Contact defaults - Option to default to eInvoicing

    would make sense to be able to tick a button for the specific client you know is registered and therefore it is sent an einvoice by default

    14 votes
    submitted  ·  3 comments  ·  Contacts & communication  ·  Admin →
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  18. AU Payroll - Disable timesheet and leave request notification emails

    As an employee, I receive an email every time a leave request was approved.
    My boss receives an email every time a leave request is submitted and every time a timesheet is submitted.
    It would be great to disable these email notifications

    9 votes
    submitted  ·  2 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  19. Contacts - Compact view to reduce white space

    In the new contact view, everything is spread out, with lots of wasted white space (similar to the bills list without 'compact view' toggled, or the list of repeating bills (which doesn't have the ability to be compact in view). I can deal with the info I need to pick a transaction to open being on complete opposite sides of a widescreen by pulling the contact into a new window and reducing the width of that window until it's readable without excessive twisting of the head (a poor workaround for an ergonomics risk, but it's the only one I could…

    7 votes
    submitted  ·  1 comment  ·  Contacts & communication  ·  Admin →
    How important is this to you?

  20. Contacts - Ability to set a default email template

    So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.

    Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to use our German and/or French templates…

    26 votes
    9 comments  ·  Contacts & communication  ·  Admin →
    How important is this to you?
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