162 results found
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Contact - View Available Credit
Display in the Contact Section the amount of Credit the customer has in his favor because of prepayments made by them. You are able to see the customers credit when you have an invoice they owe for it to be credited to that specific invoice. But it would be super helpful to view in that little summary of the customer, how much he owes the company and if there is any credit in his favor to be applier.
3 votesAppreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
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Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record
A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.
If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.
For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an…
15 votes -
Contact record: suppliers and customers list by page
On the Suppliers list, if you want to get to the next page you need to scroll down to the bottom of that page. Could there be a next page toggle at the top of the page as well as the bottom. This also is applicable to Customers.
3 votes -
Contacts - Automatically remove archived contacts from groups
Please automatically remove archived contacts from any previous groups, or show those groups on the archive page. the new group invoicing keep including archived contacts and showing errors. the only way to remove people from groups is to restore them, remove them from groups and the archive them again. with over 1100 contacts this is a mammoth task and one i don't have time for. it was all working fine before you changed to new invoicing, you made the problem, you should make the solution.
8 votes -
Contact - Ability to copy & paste bank account number (accept spaces not just hyphens)
When you try to add a new bank account to a contact, Xero only accepts numbers and hyphens in the field. Spaces are not accepted.
All invoices issued by Xero have the issuer's bank account on the invoice formatted with separating spaces between the number blocks.
So when entering a new contact, I can't just copy-paste the bank account number from the invoice that was created by Xero because the format of such number doesn't comply with the formatting in Xero contact section. Every time it has to be manually edited by all the thousands of Xero users.
It would…
4 votes -
Credit control- Add 'Days Overdue' to Contacts
Restore the ability to see the total number of days an invoice is overdue from the client contact page for credit control. It used to say 125 days overdue in red - that has gone so it is now not as easy to decide how firm to be when emailing a client to chase a late invoice. Those days overdue on an email heading get attention fast.
86 votes -
Contacts - Show date on files added to contact
Files added to contacts - can we please show date against when each file is added to a contact ? Add a column to the attached screen to show Date Added
10 votes -
Gift Aid - Option to automatically claim Gift Aid
As a charity we would really like the ability to be able to have Gift Aid and reporting on Xero, otherwise we would have to get a 3rd party piece of software to run Gift Aid.
It would be so great to be able to mark on a customers record that they allow us to claim gift aid on the monies they pay to us and then in turn for us to be able to run a report to submit to HMRC of how much Gift Aid we are able to claim from customers in others words extra income from…19 votes -
Contacts - Ability to bulk Archive contacts (Export/Import)
The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.
6 votes -
New Invoices - New Contact search address by postcode
As the new invoicing is no longer optional. I believe this issue must be addressed for all customers in the United Kingdom.
When adding a new contact upon invoice creation, allow us to search for the address via postcode like we used to. This could be achieved by postcode search ABOVE Billing Address, then auto-populate the billing address based on the input post code.
Note there were many issues with the search results which must also be addressed (See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46289185-contacts-improve-uk-postcode-lookup)
OR alternatively allow us to simply input the full address as one line and YOU automatically digest it and…
18 votes -
Contacts - Restore deleted files / Prompt to confirm when removing
Move the Delete button away from preview in files attached to contacts.
So many times, I have accidently deleted files attached to contacts. The delete button is right next to the preview. There is no way to restore once deleted..15 votes -
Contacts - Add a Tracking Category in the Contacts Screen
When setting up a contact, it would be useful to be able to add a new tracking category directly in the contacts screen. If I forget to add a new tracking category to my existing list first and go to add a new contact then the tracking category isn't there. I then need to change menus in order to set up the tracking category and then go back and edit my contact to include it. I think it would be a good feature.
3 votes -
Contacts | Groups list - View Customer Account Credit Limits
Ability to show customer credit limit on the landing page of a GROUP (In this instance Credit Client)
Purpose - Users can easily see the credit limit along side the contact name and the headers "You Owe" and "They Owe" Providing a snap shot to avoid the need to click into each individual account to check their credit limit.
4 votes -
Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
26 votes -
Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity
An option to switch between the base currency and the billing currency (on the below screenshot). This will provide a view of the outstanding amount to be paid in the selected currency.
2 votes -
Contacts - Add a Title field for Mr, Mrs, Dr, etc.
Please could you add a Title field into the customers name - my invoices show with just the surname on which is very unprofessional.
ie. Mr Smith on the invoice would look much nicer than just Smith !!! This must be a basic thing to do.?? Please consider this as urgent.9 votes -
Contacts - Ability to export/import additional notes
Ability to export and import Notes that are shown in the contact details section as a column in the exported file.
This would allow bulk update and review of notes that have been added across Contacts.
119 votes -
Contact - Sales Tax Exempt Customer Certificates Management
Sales Tax exempt form management in the U.S.A. Currently every year we have to manually ask and upload customers sales tax exempt certificates and update their tax status so we charge or don't charge sales tax. Would be nice to have a some sort of system where the customer is notified once a year and self uploads their tax exempt certificate which is linked to thier contact information. This would save alot of hours.
3 votes -
Contacts - Multiple sub-headings against the same Business name
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If…
4 votes -
Contacts - Ability to mark suppliers as preferred
A way to mark contacts as " preferred suppliers",( traffic light colours?) and a way to attach a document to this contact such as a hire agreement/ contract/ agreed rates/insurance documents etc.
5 votesInteresting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.
In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.
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