7 results found
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contact mobile phone
The new version of XPM now only shows contacts' phone numbers (land line) if that field has been completed and not mobile numbers - to view the mobile number we now have to open the contact up to view this. Can you please change this so that the contacts show mobile number instead thanks.
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.
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To activate the option to be able to sort files by ASSOCIATED WITH
To activate the option to be able to sort files by ASSOCIATED WITH in addition to SIZE and UPLOADED. The enormous amount of files now sitting in Archive must have all three columns active to give us an option to locate our files ASAP.
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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client creation
When creating a new client and selecting their title e.g. Mr/Mrs, allowing this to be searched by typing in the start of it, rather that having to scroll through the entire list of options - A through to M is a LONG list, another thing that was taken off when the new update occurred, a nightmare for Admin staff!!!
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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Dedicated Reconcile Button
Accessing Reconcile is always two clicks away. A dedicated reconcile button on the menubar with option to choose account would be make an improved UI and UX
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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Dedicated Back Button
i feel like the interface could benefit from a dedicated back button to always go back to previous screen.
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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Bank Reconciliation - Automatically create customer and supplier contacts based on bank transaction details/payee
For users who do not use Xero to create invoices, automatically create customers and suppliers based on receipts or payments in bank reconciliation.
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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mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votesHi J, appreciate you sharing in product ideas however to make sure I share your feedback with the most appropriate team can you share a bit more of how you process mandates for your business with Xero?
It sounds like this may be through the use of Quotes?
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