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2 results found

  1. History and notes for Contacts - Allow for file upload when updating contact bank account details

    As an audit trail of bank account changes it would be good to include evidence of the bank account details, most likely from an image or upload - the current setup only allows written notes, not any images / uploads.

    1 vote

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    0 comments  ·  Contact  ·  Admin →
    Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Penny, thank you for sharing your feedback. We understand the importance of maintaining thorough documentation when updating sensitive information.

    You may find it helpful to use the Contacts feature in Xero, which now includes a dedicated files folder specifically for individual contacts (screenshot attached). This allows you to upload and store supporting documents directly within the contact record for secure record-keeping.

    If you have additional questions or need further assistance, please feel free to raise a case with our support team, and we would be happy to help.

  2. Suppliers - Add BEE Certificate

    When Adding a Supplier can we add their BEE certificate and their expiry date

    1 vote

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    0 comments  ·  Contact  ·  Admin →
    Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Sasha, thank you for raising this. While Xero does not include a dedicated field for BEE certificates, we have a specific Files tab available under every contact or supplier record. You can easily add a copy of the certificate there. If you require any further assistance, please raise a case directly with our support team.

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