437 results found
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Contact Person - Multiple Email Addresses for Different Purposes
Hello Xero Support,
I would like to suggest an enhancement to the customer contact feature for better management of email addresses. Many customers use different email addresses for specific purposes, such as one for receiving tax invoices and another for account statements. Currently, this creates an issue when using the "Send Statement" feature under the Sales Overview, as it can’t send statements to all customers at once when their default email address is designated for tax invoices only.
It would be helpful to have the option to nominate different email addresses for specific purposes (e.g., "Tax Invoice," "Account Statement," etc.)…
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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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!
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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If an archived file is in a folder, show folder name in the "All archived" section
Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.
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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Copy address for postal address
Ability to copy a contact address for postal.
Often a client has the same address for home and postal. when working with ATO Mate, a contact must have a postal address listed for it to search for the client.
It would be good to be able to just copy the home address instead of having to type it in again for postal address.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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Fix email "overdue" message when sending statements. Bad/wrong information generated by Xero
When sending statements Xero is adding automatic commentary on the associated email about "overdue invoices". In my examples the Xero feature claims that the customer is "Overdue $535" is 100% wrong - customer only owed $39.
I fully understand why this is. There are unallocated cash payments (overpayments) in the mix.
There can be a lot of reasons why this is - invoice queries, partial payments, customer terms, errors being resolved, a customer payment that is not easy to reconcile etc etc. but the point is, that these transactions (overpayments) are totally legitimate as far as Xero is concerned.
Not…
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 History & Notes Add filter and sort to differentiate xero system additions to our own notes
Can we please add some kind of sort or filter option to the History and notes section of a contact. Every time a statement etc is emailed it creates a history line which is absolutely fine, however when you add your own notes to a client (eg we advise them when there is a price increase to their subscription, we make a note on their file) it gets lost in all the history transactions listed of statements sent, so to be able to sort between what a system record created by xero is versus an actual note entry that I…
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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import phone contacts
import phone contacts directly from phone contacts to xero customers as a new contact phone number email address ect
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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request to change the contact unique identifier from contact name to contact account number for invoice template
Hi Xero Support, we have 2 clients carry exactly the same name (eg. both of the client's full name is ALVIN CHUA), understand that Xero contact name serves as the unique identifier for individual client, we just want to know do we allowed to create 2 different contacts for exactly same name (eg. create twice for ALVIN CHUA) in Xero but identify them as different contact via contact account number (eg: HMC001 and HMC011)? And, for invoice import template, possible that Xero help to change the mandatory contact name to mandatory contact account number instead? Contact account number as unique…
2 votesThanks 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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Text Edit Option in the Files
There is this "Add Text" option on the document view in the Files Section. But there does not seem to be any was to save a Text you add on the File. Then what does this menu actually intend to? If you have the option to save the Text, any additional comment could be made on the document.
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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Optional delivery addresses for each contact.
Some customers have more than one location, allow multiple delivery addresses that can be chosen when raising a sales order.
5 votesThanks 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 information
Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?
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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Reminder for bills due
Email reminder on day bill is due and not yet showed as paid
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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Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files
It doesn't appear to be possible to Remove attached files from a transaction and save it back to Xero Files. I found it to be a useful function. Would it be possible to add it back again? Also it would be really useful to be able to Search on documents in Xero Files.
2 votesHi 👋 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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management
User Restriction for Contact Management
To have the option to grant a user viewing or editing rights to the contacts menu.
I experience that, when working with a large team, duplicate or incorrect entries in the contact field can occur, as all users can create a contact. It will be great if the creation & editing can be restricted.
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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Allow customer's company name change as of an effective date. Retain original customer's company name prior to effective da
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.
2 votesHi 👋 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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Bookeo Add option to merge contacts when a different email is used by a previous customer
We have an issue with Bookeo not syncing with Xero when a previous customer uses a different email address for a subsequent booking. We get a sync error message and the payment doesn't show up in the bank feed so cannot be reconciled. Very annoying and needs to be solved.
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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Sort contacts numerically through 1,2,3,4
We manage flats, and therefore all of the accounts are the flat numbers. When we sort them by flat number they come out as 1, 10, 100. This would be so much easier if it could be sorted as 1,2,3,4,5 which is what you would expect
2 votesThanks 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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AU Tax - Display foreign income worksheet on printed return
AU Tax - Display foreign income worksheet on printed return
Can you please ensure that the Individual Foreign Income Worksheet is generated and included when printing the ITR in PDF, even if the foreign income relates to dividends or interest (and not foreign rental property)?
This way, the worksheet will be attached to the PDF ITR, allowing the client to review the foreign income details. At present, the main form only displays the converted AUD amount, so including the worksheet will provide transparency around the original foreign figures1 voteHi Kezia thanks for sharing your thoughts. 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.
1 voteHi 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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XPH | Homepage - Widget for reviewing client transactions without attachments
We would like an exportable / emailable report to show spends and bills in a period that are missing files / source documents.
We could / would use this:
- as a quick weekly review
- monthly as part of month end
- as part of GST prep
- we work for clubs, and we would use this as part of annual pre-audit process for them - so the date range is important - as their year end is 31 Oct.Please make this a permanent feature or quickly accessiable report in Xero. Please also add it as a widget…
3 votesAppreciate you sharing your idea in the forums here, Glennis. Sort of 2 pronged for a report as well as a widget I found another idea related to your first suggestion and added your vote for.
Separately, we'll get a gauge of the interest from others in a widget in Xero Partner Hub for this purpose from your idea here.
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