Contacts & files

2 results found

1. Bank Rules - Remove "Update contact details" pop up

   When creating a new contact in the Rules screen, there is now a "Update contact details" pop up that slows down the process of creating rules. This pop up IS helpful for bills and invoices but is NOT heplful for creating Rules - especially becuase creating Rules is very manual and must be repeated manually (since we can't duplicate rules across clients). This feature adds a hiccup to the process of creating rules, it doesn't improve the efficiency of it. Please remove this feature on the Rules window!

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Bryan, thanks again for your feedback on this. After a bit of discussion with our product team I wanted to confirm that they won't be making any change, and like you've highlighted this is consistent with the experience in invoices and bills.

   However, we don't want this to slow you down and wanted to highlight that clicking anywhere else on the page, or simply pressing 'Tab' on your keyboard will help you carry through your rule creation without having to directly interact with this contacts modal.

2. Ability to send xero file receipts directly to new xero forwarding area

   The new forwarding area for bills is great, but is only good for those receipts you haven't already got a repeating bill for. I wish though you could send xero file receipts straight to this new area as often the team send in their receipts and it would be easier from there to determine if these can be created automatically or need to be attached to an existing bill.

   Would also love the function of saving in Xero files and saying attach to "x" bill in Xero Awaiting bills!

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   0 comments  ·  Files  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this with us Clare, we are just not sure which area you are referring to when you say 'forwarding area'. AT this point it would be best if you raised a case with Xero Support and then you could go through this with the team and they could direct you as to whether this is actually possible or not. If its not possible they will also be able to share the nest way to convey this in Product Ideas.Thanks again for raising this.