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3 results found

  1. 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 votes

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    0 comments  ·  Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

  2. 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 votes

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    573 comments  ·  Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

  3. 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 votes

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    48 comments  ·  Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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…

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