186 results found
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Contacts - Link sent Customer Statements from Activity History
Customer statements to show on the contacts tab when sent - I can see in history & notes on the file tab on a contact that a statement was sent but it would be great if it was possible to click a link here to see the statement that was sent to the customer (rather ticking to send statement to own e-mail)
12 votesThank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.
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T4A - Reporting
In Canada we need to file T4A slips for contractors. We can create a group of suppliers/contacts who would need a T4A, and we can create saved custom reports for the transaction lists, and we can add all their details to the contact, but we can't combine all this info into one report. It would be great if we could have a report that let us see both the amounts paid to a contractor AND their contact details in one report that we can then use to prepare the slips. Even better would be an actual workflow that we could…
4 votesThanks so much for outlining your T4A workflow and how you’re currently pulling this together in Xero – that context is really helpful.
We’ve moved this idea to Gaining support ✨ so other customers can vote and add their own use cases. We’ll keep an eye on the votes and comments here to help us understand how important this is and how it might fit into our future plans.
While we can’t promise if or when this will be delivered, your feedback is now part of our product planning process. Thanks again for taking the time to share it and help us improve Xero for Canadian contractors’ reporting.
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add position to contact details
Can you add a position field to a contacts details and attach tel numbers. We have multiple contact points in a customer, depending on whether we are sending Invoices, bills which can range from regular monthly or one off specials. I know you have notes but its too time consuming for our accounts team to run through all the notes to work out which person they need to send the document to and which person the telephone numbers belong to.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Client Statements - Filter via Reference description and different file formats
Allow printing/ downloading of client contact statements via a CSV file not only PDF files. Also allow for filtering statements based on the Reference description before a statement is downloaded.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Adding contacts to a customer when entering an invoice
When entering a new customer invoice on the fly as we have 6500+ customers and add 10-15 daily we enter the customer's name into the invoice field to see if already registered, if not we have the opportunity to add all fields at this point except for the contact name, there is a contact field, but its not picked up in the customer file or for email so then have to go into contacts and find the card, add the Customer representative name separately and then go back to the email prompt
Why ?1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contacts - Default cursor to search
I'd just like the cursor to already be IN the search field when I open Contacts please.
Thanks29 votesWe understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
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Add global email & contact details to Groups
Add global email & contact details to Groups: a settings panel that can be applied according to an optional 'tick' on each contact. The reason: any email changes for a business may mean trawling through several individual contacts to update one email address.
This could be done so much quicker by the above modification by allowing for the edit of the 'collective info' panel and saving so it updates all contacts in that group that are set to use the 'default values' in the panel.
This tick option would allow for individual records within a group to still retain their…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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add overdue amount to a template
Add overdue amount to a template so we can chase just for that amount rather than the full amount. Currently I have to manually enter or copy/paste from the Statements list
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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option to automatically add a percentage to an account/client profile
for continually tardy payers, the option to automatically add a percentage to the account/client profile is extremely handy. this would automatically calculate to all invoices and even quotes. I can do this in another programme I use [FRESH], and it is a way to re-coup some cost if you are continually chasing money from the same client.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Sales Email And Purchase Email for a singular contact
Have separate email addresses for the sales/purchase defaults of a contact.
Some of our customers our also suppliers so it would be convenient to be able to store two separate email addresses - one for sending out invoices to the contact as a customer, and one to send remittances to the contact as a supplier.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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To be able to view credit notes on the Activity tab within a contact record
To restore the ability to see credit notes on the activity tab within a contact record irrespective of whether it has been refunded/allocated. Not having this functionality makes it time consuming to check whether credit notes have been created/received by other users and whether the contact record is therefore up to date
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contact – check bank details reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.9 votesThanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
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Contact - Ability to select email group when sending invoices/statements
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their customer.
2 votesHi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
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Contacts - Bulk Archive option if inactive for an extended time
Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)
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Contacts - Retain historic name in system prior to effective date
Allow customer's company and/or contact name changed as of an effective date. Retain original customer's company and/or contact name prior to effective date and future business is recorded post effective date with new customer's company and/or contact name.
5 votesHi Bruce, Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing how adding an effective date would be beneficial when you don't want the changes to affect the existing transactions. We'll move this idea to gain more support from the community. Cheers
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
2 votesHi Abi, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contact - Add a 'Bad Debtor' status flag with invoicing alerts
Would be great to be able to assign a special rate to a particular client so that rate generates each time you invoice that client and also add tick box to mark as bad debtor which flags them up.
4 votesHi Denise, thanks for sharing this idea! We can see how a “Bad Debtor” flag could be a really useful tool for managing risk. When your business is busy, you don’t want to accidentally extend credit to a customer who’s already significantly overdue.
Right now, the absence of an automated alert means staff often have to double-check a customer’s payment history or risk raising an invoice for someone who should be on a stop-credit list.
As a short-term option, you can use the Contact Notes field. Adding a note to a contact makes it visible when viewing their details, though it doesn’t yet “pop up” during invoicing.
Regarding your idea on default rates, you can already assign a default discount rate to contact records. You can also use the Untrack Items feature to make data entry faster and reduce manual effort.
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Reports includes contact details
Include contact details (eg address, contact no, etc) when generating other reports like inventory, sales and etc.
1 voteHi Shantina, can you share a little more on what you'd be wanting to do or the use the report would have to you? This will help in sharing back with out product teams and for others in the community to consider if this is something they'd like to support too.
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Contacts - Add Charity Registration numbers field
As a national charity supporting member organisations that are charities, it would be really useful if we could add Charity registration numbers to contact information. This is probably going to be more important now that the Charitable Incorporated Organisation has been introduced in the UK. https://www.gov.uk/guidance/charity-types-how-to-choose-a-structure-cc22a#types-of-charity-structure
It would also potentially be useful for businesses that are supplying services to charities as if would provide a way of prompting them to consider whether they should charge a lower rate of VAT where VAT legislation enables them to do so https://www.gov.uk/vat-charities/what-qualifies-for-relief
1 voteAppreciate your suggestion here, John. We can understand how having a dedicated Charity Registration Number field on contact records could make it easier to maintain accurate information and support compliance requirements.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently record charity registration numbers and where you'd expect to see this information displayed.
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