349 results found
-
Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
9 votes -
Contacts - Export contact group
Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.
53 votes -
Contact overview - Show all persons on a contact record
Could the 'overview' page of the contact show all the contacts/persons associated with a Contact Account, not just the 'first' one?
We have 2 or 3 contacts/persons on most of our accounts, it would be nice to be able to see their names/emails on the company overview page, rather than having to click into 'Edit' to find these details.21 votes -
Contact | View recent invoices/bills - set default date range
The longer I use Xero the more supplier invoices it stores.
When I use the recent bills report it takes so long to go back to the beginning 2015 in my case before it allows you to put in a date search.
It would be great if we could have a function to archive old supplier and customer invoices- not losing them altogether but just in the background to be viewed if needed.5 votes -
Contacts - Form to request & capture details of a new customer or supplier
I have a client who is wanting to set up a vendor and queried about the ability to send a form to the potential vendor with information required directly from Xero
Unfortunately this is not an option at this time but I am wondering if this is something other businesses would use and how helpful this would be32 votes -
Contacts - Record invoice payments from the contact screen
have a button that allows you to be able to create a payment/receipt from the contact page - so you don't have to go out of the contact to process
5 votes -
Contacts | Overview - View payments against invoices
It would be handy to be able to customize the view screen on the contacts screen within Xero. Ie add additional columns - a payment column? It would be a lot easier to have a visual of payments received rather than having to click on the invoice or run a statement against the client to see when payment was last received / paid. It would also be handy to have an item column that includes payments. As well as an option to reconfigure the column order, Ie. Date in first column.
3 votes -
Contacts - Save and exit
Contacts. I would like to say the upgraded version of contacts is clunky, and would prefer the older system over this 'new upgraded' system. Having to 'save and exit' before adding all other contact details is adding more steps to an otherwise simple process. Thanks
4 votesHi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
-
Contacts - Sync Xero contacts with phone device
Customers are constantly baffled why my phone doesn't recognise their number. It's quite a drag to explain that although their number is in my phone (xero contacts), caller id is not able to access the information. I understand there's some way to sync google contacts with a premium subscription, but surely in 2022 this should be a basic feature.
6 votes -
Contacts - Ability to create transfers between contacts
Could there please be a facility to post journals between contacts (either supplier or customer) for example between BT Telecom and EDF energy
Currently there is only the facility to post journals between nominal ledger codes.
Many thanks2 votesHi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
-
Contacts | Increase character limit for countries
The ISO 3166 country name for "United Kingdom" is "United Kingdom of Great Britain and Northern Ireland (the)", which is 58 characters. We are currently unable to use this name for our contacts as Xero throws an error (both in the UI and API).
Please consider increasing the country name maximum length to at least 60 characters.
2 votes -
Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.81 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
-
Contacts - Option to turn off debtors statements
It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.
36 votesInteresting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
-
Contacts - Allow macrons for languages (such as te reo)
We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…15 votesHi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons?
One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image.
It'd be great to better understand and see if we can look into this a bit more.
-
Contacts - Ability to save 'Attention to' only for Billing or Postal address
Since the new contact layout was introduced, you cannot save an attention name without there being an address in the address field. Sometimes we do have a company name, contact name and no address.
Please review and correct.
8 votes -
Contacts - Ability to copy a contact
It would be great to have the ability to copy a contact in order to create a new one We often have the same agent representing various clients, and creating a new contact for each one is cumbersome. The option to copy an existing contact (making changes to the name or account number but keeping the address, bank details etc) would be extremely useful.
40 votes -
Contacts - Add Statuses for Contacts
Add a status for the Contact. Active/Administration/On Hold/Prospect - ability to exclude contacts from Aged debtors/creditor reports using this would be useful.
5 votes -
Hubdoc - Filter documents by the user that uploaded them
There are quite a few filters on Hubdoc, but there isn't one to filter by the user that uploaded the document, we have quite a few employees that upload and process documents in Hubdoc, but they keep having to go through all the documents uploaded by other users to process their documents.
We would like a filter that allows you to filter by user.
19 votes -
Demo Company - Connect Hubdoc
NZ: To be able to link the demo company to Hubdoc - for demo to clients, to show the process from mobile upload to coding in Hubdoc, through to Xero and also for training of practice staff
28 votes -
Contact - Select 'TPAR Reportable' when adding contact
Hi Xero,
could you please add a tick box button TPAR reportable in Supplier Contact - when adding new Supplier to have there option to tick "TPAR reportable"?
It would really help with ATO reporting when working with high volume of Suppliers/Contractors.
Atm Xero does not have a tab to differentiate between Supplier providing material only and Supplier/Contractor providing service, labour on which we need to file TPAR every year and within a year we are taking on numerous new contractors.14 votes
- Don't see your idea?