For small businesses

3 results found

1. AU Contacts

   At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.

   It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:

   Bulk viewing of contact information without needing to open each contact separately.

   Inline editing or the ability to update fields directly from the list/report view.

   This functionality would save significant time, improve accuracy, and streamline the process of maintaining contact records across the business.

   At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.

   It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:

   Bulk viewing of contact information without needing to open each contact separately.

   Inline editing or the ability to update fields directly from the list/report… more

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   0 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Anna Maria, while not directly within Xero you can bulk update contacts via an export and import. Just follow the steps in our Xero Central article here. 😊

2. Bank Feed - Connect with Fidelity Bank

   Please allow direct bank feeds with Fidelity. They are one of the largest financial institutions in the world!!

   3 votes

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   1 comment  ·  Contacts & communication  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

   Hey community, thanks so much for weighing in on this one!

   Just to clarify, certain Fidelity Bank accounts already have bank feeds in Xero through Yodlee or Flinks. If you’re unsure about your own account, it’s worth reaching out to Xero Support—they can confirm whether a feed is available for you.

   Given this, the status has been updated to Existing functionality.

   We really appreciate your input and encourage you to keep sharing your experiences, it helps us improve coverage and service for everyone.

   If we’ve missed the mark or misunderstood the idea, please get back to us.

   
   

3. Contacts - UK specific address fields in contact record

   At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County

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   1 comment  ·  Contacts & communication  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, apologies as it appears we may have missed updating this idea with a change we've made sometime ago in contacts.

   When editing a Contact record you'll now find that the Address fields are responsive to the Country that is selected. For example if selecting United States you'll be able to enter a State and Zip Code, whereas if you select United Kingdom the fields will be Region and Post Code.

   Thanks for engaging with us on this, here.