7 results found
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Allow duplicate contact names
Allow multiple customers with the same name. Xero does not allow more than one customer with the same name. This creates big issues for us and a number of other Xero users judging by the comments that have been made over the years. This function was raised years ago and Xero kept saying it was being looked at. Now Xero is saying it's dead in the water and will not be looked at with absolutely no notification to Xero users. I've no idea when this was sidelined by Xero due to the lack of notification, aka customer service, but it's…
1 voteHi Sue, appreciate your feedback and understand disappointment around our recent update to the idea.
There are so many factors that come into our product teams planning and decision processes, and we cannot work on all things at once.
We've updated the idea to Not in pipeline to help provide more transparency to customers that this isn't s feature we have roadmapped at this point. However, as noted in my update and as you'll have seen in parts of Xero, we're introducing new experiences for some features. Along with visual and flow changes there's a lot of work that is going behind the scenes to uplift technology which provides more flexibility and means we can consider how we may develop more complex features like this that touch multiple areas of Xero in a more holistic way.
I want to be upfront that there is no change to the recent…
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Stop putting up prices until basic bookkeeping and accountancy functions are introduced.
Xero has once again hiked prices, citing "improvements" which are purely cosmetic at best, and utterly useless in many cases, while totally ignoring the basic features and functions customers have been requesting for years.
Xero is no longer value for money. I only have two clients using it now, and by July this will be down to one as the other migrates to Sage. Hint: Sage allows batch matching of credit notes, saving hours of work. That's not the only benefit. Sage have upped their game on customer service. It's time Xero started listening to its customers rather than letting…
1 voteHi Heather, we appreciate your feedback, this will be shared with our teams. We do not accept ideas about Xero pricing plans or plan structures and cannot make commitments to ideas of this nature.
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Contact Alert
With the increasing requirement to submit sales invoices to the customer portal (eg Coupa) an alert or field on the invoicing screen to remember to submit this way rather than by direct email would be appreciated.
1 voteThanks for bringing this Idea to our attention, Carol.
I can see this suggestion is for a Contact Alert on the invoice screen, so users who need to submit invoices through a customer portal such as Coupa are reminded to send them that way instead of by direct email.
As this would need to be built into the integration between Xero and the third-party app you’re using, this is best raised with Coupa directly.
If helpful, you can share the Developer Forum with them.
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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!
1 voteHi 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.
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Increase number of supporting files that can be attached to a loan account
Could Xero please consider increasing the number of supporting files that can be attached to a loan account? Currently a maximum of 50 supporting documents can be attached. However, we are now exceeding the 50 document limit, with initial loan setup docs, monthly statements, plus bank letters regarding interest rate changes. It is important to have a full set of supporting documents attached to the loan account, so they are available for the accountant to review if required.
We are looking at the Chart of Accounts, finding the loan account, clicking on the balance on the right (to open the…
1 voteSorry to hear the troubles you're running into here, Amanda, you should be able to attach more than 50 files, so this may be an issue or it may be where and how you are attaching the files. It's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Go back to how it was
The new xero files screen is awful and it takes me double the time to do anything.
I enter the invoice red in file screen and it doesn’t pull through to the draft so I need to do it again, I have to catergorise every line on a small bill whereas previously it would have been block entered if it was for the same nominal, no option to copy from purchase order so that now has to be manually marked as billed, having to go through the additional step of approving a draft takes longer and no option to code…2 votesWe'll need some more detail for your post to be considered as an idea here, Sarah. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration. Additionally, it looks like the details you have mentioned can be looked at by a Xero support specialist as it doesn't look like it has been raised with the team yet.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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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 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.
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