Contacts & documents

2 results found

1. template

   The templates available in Xero are all in 97-2003 format and are starting to be rejected by my computer system. Could you please update the format of your available templates?

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   0 comments  ·  Documents  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Appreciate you sharing this feedback, Claire. We understand the concern about legacy template files causing compatibility issues.

   The current post doesn't specify which templates are affected. If you can let us know the template type you're using and where you access it in Xero, we can better understand the request.

   We’ve updated the status to Feedback and closed the idea for voting for now. You can react to this status with more information if you'd like us to take another look.

2. Files - Quickly add new contacts directly from Files uploads

   Currently if a file is uploaded for a Contact that doesn't exist in Xero, we have to open a new tab to manually add the Contact. Could a button or hyperlink be added to the transaction screen in the File section that will open a new page or pop up to add the Contact? This will reduce clicks and increase efficiency. Bonus if we can "quick add" where just the Contact name is added by clicking a button in File. Another bonus if the Contact add screen autopopulates as much info from the File that it can (vendor or customer name, address, etc.).

   Currently if a file is uploaded for a Contact that doesn't exist in Xero, we have to open a new tab to manually add the Contact. Could a button or hyperlink be added to the transaction screen in the File section that will open a new page or pop up to add the Contact? This will reduce clicks and increase efficiency. Bonus if we can "quick add" where just the Contact name is added by clicking a button in File. Another bonus if the Contact add screen autopopulates as much info from the File that it can (vendor or customer… more

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

   Hi team, we're updating this idea to feedback and want to re-highlight for others coming across - Smart document capture is a new feature in files that will review and auto create a suggested transaction for you.

   When you review and view the file details you'll be able to select the document type and then change the Contact details. If the contact doesn't exist you can select to Create the contact which will open the modal for you to enter your new contact details on the fly.

   Once you save the contact, you'll also be able to open the contact record in a separate tab of your browser. Thanks