7 results found
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Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
149 votesHi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
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Sales invoices - Download all invoices
To be able to bulk download invoices for a client or multiple clients.
With also the ability to filter to all invoices, paid invoices and not paid invoices.
14 votesHi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.
I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.
While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.
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Contacts - Reinstate the email feed
The email feed on clients account activity needs reinstating. If people send a quote mid communication via email rather than on xero or someone emails in a query about an invoice this is now getting lost rather than recorded on their account!
PLEASE REINSTATE this was essential for credit control and communication between team members regarding clients!
2 votesHi there 👋, as you may have received communication of - we made the decision to retire our integration with Mailchimp, MS Outlook, Google Contacts and Hubspot from 10 Sept this year. We know the integration wasn't delivering the experience our customers expected, and retiring meant we could sharpen our focus on integrations that'll provide more value. We don't have any plans for bringing this back.
If you’d like to continue using an app integration, we recommend you visit the Xero App Store to determine whether apps like Zapier or Make would be a good alternative for your needs, or alternatively visit Xero Developer to find out more about building a custom integration with Xero.
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Contact - Business Number (ABN) verification check
Ability to search details of an ABN against the ABN register, from within Xero.
Purpose: To see if the contact within Xero has valid ABN or not.
66 votesHi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
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Contacts - Send out bulk emails to suppliers and customers
Ability to send bulk emails to both suppliers and customers.
Purpose: Saves more time when businesses need to send emails to all their contacts. Especially when they need to announce specials or price increases.
239 votesHi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
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Contacts - Permanently delete if no records
Ability to delete contacts who have no related records/activity.
Purpose: Because some contact that has no record shouldn’t be visible in Xero and can just be deleted.
146 votesHi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
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Sales | Notification that invoice sent/not sent
To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts30 votesHi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
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