191 results found
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Contacts - Retain historic name in system prior to effective date
Allow customer's company and/or contact name changed as of an effective date. Retain original customer's company and/or contact name prior to effective date and future business is recorded post effective date with new customer's company and/or contact name.
4 votesHi Bruce, Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing how adding an effective date would be beneficial when you don't want the changes to affect the existing transactions. We'll move this idea to gain more support from the community. Cheers
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Contact - Approval process for new contact creation
For internal controls it would be good if creating new customer and supplier contact can go through a draft and for approval stage. This allows an approver to 4 eyes check the information captured before the contact is created. (Ensure all required fields get captured)
2 votesHi Llewellyn, thanks for bringing this suggestion to the community.
We understand why having an approval step before new contacts are created could be useful, especially for businesses and practices managing larger teams where keeping contact records accurate and consistent is important.
This idea is suggesting a workflow where new contacts can be reviewed and approved before being added, helping teams maintain better control over their contact data.
For now, you can manage who can create and edit contacts by adjusting user roles and permissions. We’ll continue to track feedback and interest from the community around this idea.
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search direct input into contact
It would be great if the search option would allow you to click an "add new contact" option if the contact you searched for was not found to smoothly link including the name you input into the appropriate field, without having to go out of search and start from scratch.
1 voteThanks 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. 🙂
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Reports includes contact details
Include contact details (eg address, contact no, etc) when generating other reports like inventory, sales and etc.
1 voteHi Shantina, can you share a little more on what you'd be wanting to do or the use the report would have to you? This will help in sharing back with out product teams and for others in the community to consider if this is something they'd like to support too.
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Add Charity Registration numbers to Contacts
As a national charity supporting member organisations that are charities, it would be really useful if we could add Charity registration numbers to contact information. This is probably going to be more important now that the Charitable Incorporated Organisation has been introduced in the UK. https://www.gov.uk/guidance/charity-types-how-to-choose-a-structure-cc22a#types-of-charity-structure
It would also potentially be useful for businesses that are supplying services to charities as if would provide a way of prompting them to consider whether they should charge a lower rate of VAT where VAT legislation enables them to do so https://www.gov.uk/vat-charities/what-qualifies-for-relief
1 voteThanks 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. 🙂
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Contact - Add optional Account code column on contact activity screen
In the transaction lists in a client, having the ability to add "account" column to see what expense account a Spend Money is associated with, or the income account a Receive Money is recorded to.
eg. image attached2 votesHi Kyle, thanks for sharing this suggestion.
We understand you’re looking for an option to show Account Codes directly within the contact activity view, so you can review transaction details without needing to open each individual entry.
Having more visibility into transaction coding could make it easier to review contact activities and complete regular account checks.
We’ll continue to track feedback and interest from the community for this idea.
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Bills - Auto fill contact detail to create new contact
If a bill comes in from a new contact, auto-fill contact details from the bill rather than having to type in. Also auto-check and flag if contact details differ once you select a contact.
1 voteAppreciate you suggestion, Vanisha. We understand the request to automatically populate contact details from a bill when creating a new contact. Having more information carried across during the creation process could help reduce manual data entry when adding new suppliers.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
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Contacts - Add a credit checking tool to customer profiles
Ability to run credit checks from the contacts page when enrolling new buyers.
2 votesHi Alton, thanks for your idea. We understand you’re looking for a credit risk assessment tool within customer records, so you can review credit information without needing to use separate systems.
Having credit insights available alongside customer details could help make onboarding decisions and credit management more efficient.
We'll continue to gather interest and feedback from the community for future reference.
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Batch payment directly from supplier page
Why not add the ability to enter a batch payment on the Supplier page?
I hate having to switch or open a new tab just to go to Bill -> Awaiting Payments to enter a batch payment for invoices I have just checked on the Supplier page...
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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Customer/Vendor Name Edits
I would like to see Customer and Vendor names automatically updated when edited. Right now the names stay what was originally entered. It would save a lot of time if the names updated on old transactions automatically.
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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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 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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Contacts - Record group changes in history and notes
It would be very helpful if contact group changes were shown in the history - what change was made, when, and by whom. Currently, they leave no trace.
1 voteHi Chris, thanks for sharing this idea.
We can see how having Contact Group changes recorded in History & Notes could make it easier to track updates and understand when contacts have been added to or removed from groups.
I've updated the status of this idea to Gaining Support, so we can keep track of the votes and feedback. These details help the team better understand the value of the idea.
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Contact - Ability to customise columns on Contact Activity
On these top level menu layouts, like Invoices, Bills and Contact Activity list we really need to be able to add/remove columns. Eg. to see the net total for each Bill/Invoice, not just the gross amount including VAT.
We use these menu layouts a lot, and have to copy and paste to Excel when we want to send that data, because there seems to be no export on Xero that can produce a neat one row per invoice layout. The exports produce a massive report that displays every row from every invoice - not much use.
Having the ability to…
6 votesAppreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
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Contacts | Activity - Purchase order "Approved" (change colour of status from green to blue)
Once PO's have been approved, could they be shown in BLUE (rather than green) - so as to distinguish between Bills "Awaiting Payment" (green) and PO's "Approved" (also in green) when in a Supplier.
1 voteAppreciate when viewing this information on a Contacts Activity tab how further differentiation could be useful, Ingrid. We don't have any immediate plans for changing the colour, however it would be good to get a wider sense of interest for this from the community here.
However, to avoid any confusion you also have the transactions type tabs that you can click on to view only activity for that type of transaction.
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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
1 voteHi Trudy, just to check would this be when adding or editing a contact? From the left side menu you can click a section to quickly drop down and enter the details you like. Does this resolve what you're after here?
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Bills - bills created from uploaded files should apply contact defaults
Allow bills created from the files inbox to use a default VAT rate which could be set in the supplier record, this will massivley speed review of these bill, or where the category is picked up by Xero, use the default VAT rate for that category.
At the moment it takes longer to process bills through the inbox, than the old way as draft bills, although more information is recorded, I'm not sure of the benefit of a slower process
1 voteHi Keith, thanks for sharing your feedback. We can understand why you'd like contact defaults to automatically apply when creating bills from uploaded files.
At the moment, bills created from uploaded files don't automatically inherit all of the defaults saved against a contact. This means there can be some additional review and manual coding required before the bill is approved.
For now, you'll still be able to apply these details manually when reviewing the bill, and some customers may find tools like Hubdoc helpful for streamlining parts of their document processing workflow.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and understanding how this could improve your accounts payable workflows.
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Contact - Improve the Contact Activity layout
I don't understand why the tiny "Invoices owed to you >" box takes up the entire left column of the screen, which then means the Invoices list isn't full width.
Surely the tiny overview box could be combined into the section with the graph and allow us to view a full width invoices list for a contact?
1 voteHi Bee, thanks for sharing this idea. We understand the request for a more streamlined invoice view within a contact's profile. The idea is to expand the contact's invoice list table in the Contact Activity screen to improve visibility and access to the information you need without navigating elsewhere.
If this would improve your workflow, please add your vote and share more detail about how you'd like to see this work.
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Contacts - Ability to add notes beside transactions
Enable a small CRM facility under Contacts
Enabling users to add notes to contacts per invoice1 voteThanks so much for taking the time to share this idea with us 🌟 We really appreciate you raising it and helping us understand how Xero could work better for you.
We’ve moved your idea into Gaining Support so that other customers in the community can find it, vote on it, and add their feedback. While we cant promise this is part of our current plans, our product team will keep an eye on the level of community interest as they review ideas and consider future improvements.
If this is something you’d love to see in Xero, please feel free to share the idea with others so they can vote and add their thoughts too. That support helps our team understand how valuable the idea would be for customers.
Thanks again for sharing your feedback with us.
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Contacts - Changing Primary Contact without copy pasting
We are looking for a more streamlined way to change the Primary Contact person in Xero without having to manually copy and paste information.
Currently, there isn't a direct method to promote an additional person to the Primary person role. To change the Primary Contact, you need to manually update the Primary person field with the details of the person you want to make primary.
Having a feature that allows you to select an existing additional contact and promote them to Primary Contact would make contact administration much easier and more efficient.
1 voteHi Abi, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Ability to add default description in contact
Allow for a default description under the sales default and purchases default in contacts so contact settings can pull through a generic description instead of having to manually add it each time.
1 voteHi Sarah, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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