Contacts & files

321 results found

1. 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.) within the customer contact details. This way, users can ensure that tax invoices are sent to the correct address, and account statements go to the appropriate one, streamlining communication and preventing the need for manual email updates.

   This functionality would improve the "Send Statement" feature, allowing users to send customer statements in bulk without the risk of sending them to the wrong email address.

   Thank you for considering this suggestion!

   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.)… more

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   submitted  ·  System responded

   Thanks 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. 🙂

2. Managing Multiple Contacts With The Same Name

   For some time now, I have been experiencing an issue with contact records in XERO.

   As I understand it, XERO will not allow what it considers to be duplicate contacts based on name alone. For example, if I add a customer called Mr Michael Smith, and then a few months later need to add another customer with exactly the same name, XERO will not allow this because that name already exists.

   As a workaround, I might create the second contact as Mr M Smith. If I then need to add a third customer with the same name, I might use M Smith. The problem is that this only works for so long. Eventually, I run out of sensible variations, and it becomes increasingly difficult to add genuine customers who happen to share the same name.

   Because the contact name appears on documents, it does not seem appropriate or professional to name customers Mr Michael Smith (1), Mr Michael Smith (2), and so on.

   Is there any way for XERO contacts to distinguish customers by name and address together, rather than by name alone?

   I am sure this must be an issue for many XERO users, as it is entirely possible to have multiple customers with the same name, each living at a different address.

   I would be grateful if you could let me know whether there is a better way to manage this within XERO, or whether an update could be considered to resolve the problem.

   For some time now, I have been experiencing an issue with contact records in XERO.

   As I understand it, XERO will not allow what it considers to be duplicate contacts based on name alone. For example, if I add a customer called Mr Michael Smith, and then a few months later need to add another customer with exactly the same name, XERO will not allow this because that name already exists.

   As a workaround, I might create the second contact as Mr M Smith. If I then need to add a third customer with the same name, I might use… more

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   submitted  ·  System responded

   Thanks 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. 🙂

3. Canada - T4A reporting

   In Canada we need to file T4A slips for contractors. We can create a group of suppliers/contacts who would need a T4A, and we can create saved custom reports for the transaction lists, and we can add all their details to the contact, but we can't combine all this info into one report. It would be great if we could have a report that let us see both the amounts paid to a contractor AND their contact details in one report that we can then use to prepare the slips. Even better would be an actual workflow that we could push the data into TaxCycle for the actual slip creation and filing, but I'd settle for a report!

   Columns in a summary report I'd want to see would be:
   - Contractor name
   - SIN/BN (with some kind of data protection here)
   - Net paid
   - Tax paid
   - Total paid
   - Postal address
   - Email address

   I'd then want to be able to drill down into a transaction listing for each contractor where we can see the account (to identify expense reimbursements). I'd also want to be able to toggle between cash/accrual totals.

   In Canada we need to file T4A slips for contractors. We can create a group of suppliers/contacts who would need a T4A, and we can create saved custom reports for the transaction lists, and we can add all their details to the contact, but we can't combine all this info into one report. It would be great if we could have a report that let us see both the amounts paid to a contractor AND their contact details in one report that we can then use to prepare the slips. Even better would be an actual workflow that we could… more

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   submitted  ·  System responded

   Thanks 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. 🙂

4. 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 taking them properly into account is a real and serious problem because this sort of bad information can damage customer relationship and even result in a lost customer. Typically credit control and a customer's financial relationship, especially in small businesses, is personalised and can be different for each customer. Xero has no way of knowing the intimacy of these arrangement. Bad information in this area is very bad for business.

   What needs to happen

   a) ideally we would just like to be able to turn this email "feature" off or on.
   b) you have to urgently change your code that controls these "overdue" email messages to properly take into account the presence of any unallocated or partially allocated payments received and unallocated credit notes etc. If there are ANY of these line items for any $$ value on the statement - STOP do not produce the message. Xero has no idea what is going on and why and should not try to interpret the situation = no message on the email.

   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… more

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   submitted  ·  System responded

   Thanks 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. 🙂

5. Hubdoc - App Face ID

   Could you make the app more user-friendly by reducing the need to log in every time or Ideally, Face ID should be an option for quick access.

   Also, when we receive invoices from Xero, could they be sent as PDF attachments rather than just links? This would make it easier to forward them to Hubdocs via email. Thanks!

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   submitted  ·  13 comments  ·  Hubdoc  ·  delete…  ·  Admin →
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6. Contacts - Bulk Archive option if inactive for an extended time

   Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

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7. Hubdoc - Attach multiple documents when publishing from Hubdoc

   It would be fantastic to attach more than one file when publishing from Hubdoc to Xero! Often bills come with supporting documentation, such as contracts and/or receipts. It would be great to be able to attach these, as well as the original bill to be published.

   Thanks!

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8. 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 identifier in invoice template better serve us for now and in future as we may have more and more clients carry the same name as the company grow.

   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… more

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   submitted  ·  System responded

   Thanks 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. 🙂

9. customer reminder emails

   The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.

   Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
   I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.

   Statements are easily ignored if a customer thinks they have already paid, a letter is not so easily ignored, and can act in a legal capacity as a first demand for payment.

   The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.

   Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
   I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.

   Statements are easily ignored if a customer thinks they have already… more

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   submitted  ·  System responded

   Thanks 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. 🙂

10. Display ABN with the Contact's name on the Contacts list

    If the ABN was displayed on the Contacts list screen, or when a contact is selected, it would be easier to check you were in the correct Supplier (or Customer) before inputting a new bill/invoice which may avoid errors.

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    submitted  ·  System responded

    Thanks 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. 🙂

11. tpar

    For businesses like ours in construction that need to submit a Taxable Payments Annual Report (TPAR) to the ATO, it would be good if the CONTACT card created for that businesses highlighted (or made compulsory) all information required by the ATO at the time of entering the contact details for the first time.
    A simple prompt of "does this supplier need to be included on your TPAR report" would be helpful; followed by the ATO's compulsory information requirements - eg. email address, abn, phone numbers etc.

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    submitted  ·  System responded

    Thanks 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. 🙂

12. ABN automatic verification from ABN lookup website

    In MYOB, the ABN details are automatically verified with a green tick and automatic verification window . Surely Xero could do something similar? Rather than relying on manual verification which is very lame

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    submitted  ·  System responded

    Thanks 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. 🙂

13. Tarjeta dijital

    Banco en linea

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    submitted  ·  System responded

    Thanks 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. 🙂

14. Adjust VAT when recording Spend Money direct from the Files page

    I like the new feature where you can record Spend Money transactions direct from the Files page, but the whole feature becomes useless if you can't adjust the VAT amount to match that on the voucher/receipt. Switching to 'VAT Exclusive' doesn't give you the ability to amend the VAT value, so if it's out by a penny you have to cancel the operation and record it in the old Spend Money way. Seems a bit silly really.

    So, allow users to adjust the VAT amount when recording Spend Money transactions direct from the Files screen.

    Thanks

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    0 comments  ·  Files  ·  Edit…  ·  delete…  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

15. journal

    Please enable an (optional) contact field for manual journals. We (and everyone else I'm sure) analyse monthly transaction data on a supplier contact level and it is very difficult to do this when the contact field is left blank. Aware you can enter a contact name in the description or use tracking categories but that is a workaround and incredibly inefficient.

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    submitted  ·  System responded

    Thanks 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. 🙂

16. RENAME FILE IN FOLDER

    Allow the name of uploaded file to be change more simple. this would save time when uploading multiple files

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    submitted  ·  System responded

    Thanks 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. 🙂

17. Client Phone/Mobile populated field - include in reports

    Need to identify clients where the Phone/Mobile field has been populated. Currently reporting and exporting options do not separate the populated Client Phone field into Phone/Mobile etc. There is a compatibility issue with ATO SmartDocs not picking up the mobile phone number if it is in the Client's Phone/Mobile field. We need to move these to Phone/Phone field to fix the issue, but currently there is no way XPM can provide a list or report showing clients where their Phone/Mobile field has been populated.

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    submitted  ·  System responded

    Thanks 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. 🙂

18. Address

    Moving or reducing size of the add address screen so you don't have to scroll down to select add. For ease of use, at 100% zoom it should all be visibleor action button to the top

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    submitted  ·  System responded

    Thanks 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. 🙂

19. Hubdoc - Keep email text with the receipts.

    When emailing receipts to Hubdoc, anything written in the email title or body should stay with the receipt. Currently, Hubdoc turns one email into 2 uploads. One upload is the email. One upload is the receipt. It is nearly impossible to know which email matches which receipt. The result is that important documentation is lost. For example, my clients often email a receipt to Hubdoc for meals and they write who was present at the meal and the business purpose into the email's title or body. Those details are required by the IRS but the current Hubdoc system does not make it easy to be ready for an audit.

    When emailing receipts to Hubdoc, anything written in the email title or body should stay with the receipt. Currently, Hubdoc turns one email into 2 uploads. One upload is the email. One upload is the receipt. It is nearly impossible to know which email matches which receipt. The result is that important documentation is lost. For example, my clients often email a receipt to Hubdoc for meals and they write who was present at the meal and the business purpose into the email's title or body. Those details are required by the IRS but the current Hubdoc system does not… more

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    submitted  ·  2 comments  ·  Hubdoc  ·  delete…  ·  Admin →
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20. Search by & select contact groups when sending Invoices/Statements etc.

    Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.

    For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.

    Being able to select a group would be less time consuming for us, and look less clunky for their customer.

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    submitted  ·  System responded

    Thanks 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. 🙂