191 results found
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Contacts - Search contact by identifier
Within contacts, we are unable to search by the identifer code that gets create and is displayed on the contact. See image, where it has the APP, in the search bar in contacts, if I use those 3 letters it comes up, cannot find. Why is this identifier there if you cant use it?
1 voteHi Kirsty, thanks for sharing your idea, and pointing that out.
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 | Files - Change the location of View button
Under Customers Accounts, File Attachments - Move the View button for the attachment to the LEFT side and keep the Delete button on the RIGHT side of the attachment. NOT next to each other.
Multiple times, we have accidentally deleted important files from the customer contact account.
8 votesHi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
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Contacts - Set always on Auto Sales Tax at the contact level
I use Auto Tax. Be nice to go into contacts and select that as a default for contacts, where appropriate. Rather having to go to the drop down (in Invoices) each time.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how setting Auto Sales Tax as a default at the contact level could streamline your invoicing.
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 - Supplier audit report add last active/used date
Can we please have an option to run a report for contacts incl Suppliers for example, where we can then audit new suppliers for a time period. Links into other ideas posted here to also see last active/used date. Similiar to the account transaction reports but to be able to run one for Contacts/suppliers would be super helpful for audits. Currently xero does not support any such thing, only the history & notes which is basically useless as it does not have the capacity to show or export more than 1000 entries, so when we do more than that in…
5 votesHi Emma , thanks for sharing your feedback and idea. For tracking payable transactions (bills) by contact, we suggest using the Supplier Bill Activity Report or filtering the Account Transactions Report by contact and payable invoices. If you require setup assistance, please raise a case with our support team for guidance.Regarding the 'last active/used date' feature: This functionality is not currently available in Xero. We have moved your idea to the Gaining Support section.We encourage you to share this idea with others to help build traction for its development.
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Contacts list - Make payment option
If i am searching a contact i would like the option to be able to make a batch payment from that screen.
1 voteThanks for sharing this idea with us ✨
While we don’t have any plans to share on this at the moment, we do want to better understand the level of interest and the different ways customers would expect this to work. We’re moving this idea to Gaining Support so we can continue gathering feedback and track demand more clearly.
If others would find this useful too, adding their vote and sharing more detail around their use case will help us build a better picture of the need here.
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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.
4 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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Contact - Ability to select email group when sending invoices/statements
Instead of manually adding/removing email addresses when sending invoices via Xero, being able to select a contact group to send them to.
For example, for one of my clients, when I send an invoice from Xero I need to CC 5 different internal people and would rather be able to select a group instead of entering them individually.
Being able to select a group would be less time consuming for us, and look less clunky for their customer.
1 voteHi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
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Contacts - Enter default descriptions for Sales/Purchases
Supplier/Purchase defaults should allow a default description.
I have to copy and paste the same item into multiple bills and line items. Xero automatically grabs the dates, contact, and reference, allows defaults on tax but for some reason ignores the description field.
Please add this small feature that would save hours of manual inputs.
1 voteAppreciate you sharing with us here, Rory. It'll be good to get a sense from your idea others in our community would also find setting a default description useful.
This isn't something we have any plans of at present but will keep a track on the interest this builds here.
In terms of existing functionality - if not already you may find creating untracked Inventory items helpful where you could add a default description for the item that you can select when creating invoices/bills for your contacts. You can set a separate description for Sales versus Purchases.
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Contact List - View contact group and last activity date
In Xero, under All contacts, would be great if we & please add had more columns or choices to add certain column of attributes of the contact showing if they are in a group, and possibly a last action date of last transaction, so that any can be easily Archived, when they haven't been accessed in a long while. Thanks!
33 votes -
Contacts - Add photo to customer profile
Add a photo to a customer file.
The companies I work for have over 100 tenants.
It would be great to be able to add a photo of the tenant for recognition purposes.It will make phone and email queries easier.
The photo can then be displayed next to the customer's name
5 votesThanks Bianca, for submitting your idea!
We've reviewed your idea, and it's now open for the community to support.
Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.
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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)
3 votesHi, 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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History and Notes - Contact History & Notes Add filter and sort to differentiate xero system additions to our own notes
Can we please add some kind of sort or filter option to the History and notes section of a contact. Every time a statement etc is emailed it creates a history line which is absolutely fine, however when you add your own notes to a client (eg we advise them when there is a price increase to their subscription, we make a note on their file) it gets lost in all the history transactions listed of statements sent, so to be able to sort between what a system record created by xero is versus an actual note entry that I…
1 voteHi Kirsty, 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 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…
6 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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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.
2 votesHi 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 - Switch "They Owe" and "You Owe" columns to align with accounting norms.
The Contacts listing in Xero shows amount owing on left and amount receivable on right, it would be more 'readable' to accountants if it were the other way around:
They Owe - left side / debit / current asset
You Owe - right side / credit / current liability3 votesThanks for sharing your idea about how you'd like the "You Owe" and "They Owe" columns to be the other way around.
It's worth noting that the current orientation matches the Spent/Received columns in the Reconcile tab of the bank account. You might like to raise a separate product idea if you'd also like a similar change there (or maybe an option to swap the columns around).
In the meantime, we've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share this idea with any colleagues that this could also benefit, so they can add their votes and comments too!
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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.
10 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 - 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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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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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…
23 votes -
Contacts - Automatically create 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 Gary, just to better understand your idea here. Is it mainly that you'd like to classify a contacts as a customer or supplier based on spend and receive money transactions?
Right now, as you may be aware you can easily create a new contact while reconciling, however the contact will only be classed as a customer or supplier based on the type of transacti9ons that are entered for them.
We have an existing idea around this I could merge your feedback in with?
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