239 results found
-
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?
9 votes -
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.
3 votes -
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.
42 votes -
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 -
Contacts - Activity and transactions browser
I would like to see the specifics of the contacts activity on the main page of the contact. Currently you need to click on each transaction to see where the transaction was allocated. It would be nice to see it all on one page. It would be helpful if it was editable from that page as well. Instead you have to click again to edit the transaction. Currently in Quickbooks you can view/edit from the main client screen. I always appreciate less clicks. :D
3 votes -
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 -
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.
29 votes -
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…
8 votes -
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 notifications10 votes -
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 -
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 -
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 -
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 -
Contacts - Tab to view associated Projects
You are currently unable to see the projects within the contacts tab against a contact within Xero.
This would be really helpful as I have some customers that have several projects on the go at one time. This would make it easier to go from one project to another for one client. It would also be a quick reference location. The added quotes, invoices and credit notes added to the contact has been a great step in simplifying contact management - the project listing would complete the loop.7 votes -
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 votesHi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
-
Contacts - Option to exclude contacts from marketing notification
it would be great if there was a tick box for being to select if a contact wants to be excluded from marketing contact. if there was a tick box, it would be handy to be able to generate a report showing those who you can contact and those who have opted out, and being able to export that data to excel. i know xero is a finance platform rather then a direct crm however it just seems that for small businesses especially this would be a great tool and as xero does generate reports and exports to excel anyway…
5 votes -
Contacts - Add notes/categories to contact email addresses
It would be really helpful to be able to add a note/comment next to contact email addresses. Such as "Use if sending a remittance", "Only use for purchase orders" or "Business owner - only email if urgent". These comments could sit under or beside the email address in the contact's edit section so that it doesn't crowd the side bar of information. That way we don't annoy the customer by sending some emails to the wrong account and we also don't need to keep sticky notes for such specific customer details for each of our many clients.
7 votes -
Permissions | Contacts - Private or limited access to certain contacts
It would be great if it is possible to make a contact private in order to limited the users who has access to a contact, especially when the contact contains private information that should not be accessible by all users.
91 votes -
Invoicing - Show credit limit on invoice and statement email templates
The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.
7 votes -
Contacts- Edit a file name
Love the new contact view. It makes it easier to manage the clients.
Is is possible to be able to rename the files in Xero that is linked to a contact?6 votes
- Don't see your idea?