218 results found
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Contacts - Turn off the Contact name suggestions when entering transactions
Please provide functionality in Xero to turn off the contact name suggestions when creating an invoice, bill, receive money or spend money transaction. This is very frustrating especially if you make a mistake and it saves it, it is there forever. Also the list can get quite long. We need to delete the names that are not required anymore from the list. Please, please fix this issue up.
11 votesHi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
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Search contacts by ABN
Search contacts by ABN, at present you can only search by ACN.
11 votes -
Contact Notes - include uploads
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 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 total spend/receive money, on contact page or dashboard
Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.
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 - Option to navigate pages of the Contacts list from the top of screen
It'd be useful to have the ability to paginate from the top of the Contacts list screen to avoid having to scroll down the page.
2 votesHi!
Thanks for sharing this idea about how you'd like the option to have the page selection at the top of this screen, rather than at the bottom.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share it with any colleagues that this could also benefit, so they can add their votes and comments too!
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Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we…
4 votesHi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
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Inventory - A report for quantity of product items sold per contact or group
I want to be able to run a report of the quantity of a specific item that my contact or a group of contacts sell in a specific time period. not dollar amount, but an actual item or group of items.
1 voteThanks for your suggestion about reporting on the quantity of items sold per contact or contact group over a given period (rather than just the total dollar value). At the moment, Xero doesn’t have a specific report that shows “item quantity by contact or contact group”, and this isn’t on our current roadmap for inventory or reporting. Today, some customers approximate this using the Receivable Invoice Details report or Sales by Item report with filters and external pivots, but we know that’s not as simple as having a dedicated report.
This idea is still open for votes and If this work does move onto the roadmap in future, we’ll post an update on this idea.
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Contact – check bank details reminder
Last Paid Date flag for Vendor or Check bank account details alert.
Increasing there is a need to check bank details for Suppliers - to make sure haven't changed. If a Supplier hasn't been used for many months, Xero doesn't prompt the bank details to be checked. We have had cases where the supplier changed owners and bank accounts but not informed us. The bank details weren't checked. it would be useful if we could have an alert or flag that prompts a check after 3 or 6 months.2 votesThanks for sharing this idea – it's a really practical suggestion.
We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.
Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.
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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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Contacts - An additional column to show planned date after invoice date and due date
add to show the planned date for payment on the contact page where you can see all the bills as an option for the columns. so we can see if we have set up payment for each of the bills in the contact page for each contact/supplier.
1 voteHi Amy! 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. Feel free to share it with your colleagues so they can vote on it 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 - Field for Supplier's Account Number
We need the ability to list both a Supplier's Credit Limit (for Supplier Purchases, not Customer Sales) and their Account Number (as given to us by the Supplier)
1 voteHi, thanks for sharing your idea about adding a field for the account number your supplier has 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 it with any colleagues that this could benefit, so they can add their votes and comments too!
There's already a Product Idea for a supplier credit limit where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/44961232
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Contacts - View balance of outstanding amount in multi currency
I would like to have having ability to quickly see the outstanding amount in the currency it was originally invoiced (like USD or EUR) directly from contacts dashboard, without having to navigate through detailed reports and apply multiple filters. This would save a lot of time.
7 votesHi Gita, we're grateful for your engagement and for letting us know the changes that matter to you.
We understand that having this 'at-a-glance' view directly on the contacts dashboard would save time and make managing multi-currency accounts more efficient.
Your idea is currently gaining support from other community members. Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
We'll keep an eye on the support for this idea here.
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Contacts - Ability to add an ID type for e-invoicing
Noticed that the BRN can be filled in the "Business Registration Number" data field in Xero Contact, but how about the individual contact with an Identity Card or Passport number?
Even we can fill the IC / passport number in the BRN field, but how to choose the ID type (whether it is IC No., Passport No., BRN, or Army No.)?
4 votesHi Liew,thanks for raising this. We can see how having a dedicated field for e-invoicing IDs on a contact would make things easier, especially when you're managing different ID types and need a quick way to reference them.
At the moment, you can enter specific IDs like the BRN, but there’s no option to add a custom or more general ID type.
This idea’s now in the Gaining Support stage. Your input helps us get a better sense of how useful this would be across the wider Xero community, and feeds into how we prioritise updates. We’ll share more here when there’s progress.
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Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem
Have a record / copy of the debtors statement email attached to the contact profile so you can see the history for debtors management.
5 votesHi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.
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Contact - Add filtering to the list of contacts
We are a small business that has just started using Xero, but already have 400+ contacts. Would love the ability to filter the contact list. For example, filter by country (show me all contacts in the UK, USA, etc.), filter by creation date or updated date (show me all contacts created in the last 30 days), etc.
There is no way to sort and filter the contacts, just endless scrolling through a long list.
Functionality feature that may not be critical to business operations, but it would make life a bit easier!
6 votesHi Brian, appreciate it's not a direct filter option like you're asking here however if you often need to filter by say country or another aspect of your Contact perhaps you may consider creating Contact groups? This way you'd be able to click on the group within contacts when you need.
Being open we don't have any direct plans for adding more filtering to the Contact list atm, but we'll continue to track your idea here and share if there are any plans made.
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Contacts - Keep 'Use as billing address' checked when edited
When using the new Check box. 'Use as billing address'. If you type in the address afterwards and edit the address. It deletes the the selected checkbox. 'use as billing address'
Just frustrating as you have to go back in and recheck.
4 votesHey Steve, thanks for raising this idea around the ‘Use as billing address’ checkbox resetting when a contact is edited.
Keeping the checkbox selected unless intentionally changed would make things quicker, easier, and less error-prone when updating contact details.
We’ve now moved the idea into the Gaining Support stage. That means it’s open for votes and comments, and we’ll be keeping an eye on the demand as feedback comes in. The community input helps the team gauge what matters most to our users.
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Contacts - Additional People Search
it would be nice to pull from a dropdown of existing contacts already in the system to add to Additional People instead of having to type in their first/last name and email all over anew.
3 votesHey all, just a quick update on this.
Although we don't have any plans for this right now, feel free to share this idea with any colleagues that this could benefit so they can add their votes and comments to share how this might be useful to them, too.
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Please make archiving and restoring contacts more intuitive and user-friendly
Make archiving and restoring contacts more intuitive and user-friendly.
Option for archiving contacts should be select from drop-down menu or click on "the 3 dots" and select.
Having to find an historical invoice allocated to an archived contact in order to restore them is super-unhelpful and counterintuitive. MUCH better to include archived contacts in Contacts options and include a "Restore" option via "press and hold", drop-down or the 3 dots.
3 votesHi Bradley, have you tried archiving and restoring contacts from the Contacts list? From here simply select the contact/s you'd like to archive and you'll see the option at the top of the list turn blue for you to click.
When you'd like to restore a contact you'll find the Archive tab as an option from this same screen, where you can click on the contact to open it's record and there is a blue Restore option in the top right.
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Customer Statements - Consolidated statements for a group of Contacts
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't…
14 votes -
Contacts - Add more than 5 additional people
To be able to add more than 5 email addresses in a client so that you can email the invoice out to more that 5 people at a time.
47 votes
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