5 results found
-
Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
1,473 votesHi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
-
Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
129 votesHi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
-
Documents inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
28 votesHi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
-
Smart Document Capture - Add a Search Function to Xero Documents
It can be difficult to find a specific file when there are hundreds of documents stored in Xero Files.
Add a search bar that lets users quickly search for files by:
File name
Supplier or customer name
Invoice number
Keyword
Date
AmountThis would save time, improve efficiency, and make it much easier to find supporting documents during day-to-day bookkeeping and audits.
23 votesThanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.
-
New bill - create new contact details including financial details in less clicks
When entering a new bill it would be helpful to be able to enter the new contact details including financial details from the bills screen. At the moment you can enter the new contact name but then have to go to the contacts tab and search the new contact to then enter the financial details.
2 votesHi there 👋 thanks for your feedback. Right now, we're rolling out a new bills experience for individual Bill edit and view pages.
This leverages the newer contact modal that's currently available within Sales invoice - You'll be able to add and edit more of your contact details on the fly.
Being open, we won't be providing the ability to add/edit all contact details including financials, however in the new experience you'll see an option beneath the contact name that explains how you can add or edit their defaults from their contact page and provides a direct link for you to go to their record on another browser tab 🙂
I'll return to share once this has been fully released.
- Don't see your idea?