178 results found
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Contacts | Merge - show contact merged to
When merging customers xero currently completes the merge and then displays the profile that has been moved which typically (for me) contains no customer data. Is it possible to instead display the profile that the customer has been merged to which shows all the existing customer data. Usually I am completing a merge and then having to go in and search for the customer name again.
6 votes -
Contacts: SMS reminders for invoices
I can see multiple suggestions and several thread over a number of years regarding the need for an SMS feature for both customer communication and invoicing. When are you going to add this? The tech is readily available to you. Many other platforms offer this now. Please prioritize this enhancement! Thanks.
76 votesHi community, we appreciate your on-going support in this idea.
We wanted to confirm that sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.
Sending invoice reminders via SMS isn't in our current roadmap, however we appreciate wanting consistency in sending methods and we're continuing to keep this in mind as we develop our invoice flows in Xero.
We'll move this idea to Accepted for the time being and be sure to share if there's any developments surrounding this to share with you all here.
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Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to
On the contacts page you can see the bills and the value, it will either appear with the value in the paid column or the due column unless it has been allocated against a credit. Any allocated credit notes and the invoices they have been allocated to appear as £0.00 in the paid and due column. Now as we have to allocate the credits in order to include them in a bulk payment (a completely pointless time consuming exercise still not addressed by XERO! but lets not get side tracked by another basic function missing) the fact the values are…
16 votes -
Contacts - Search/autocomplete for international addresses
When adding or editing a contact, I always enter their address.
Xero has this great feature that allows searching for addresses, and that's wonderful!
...except it's arbitrarily limited to only search addresses in the country the Xero org is registered in; a US Xero org only offers autocompletion for US addresses, for example.
In this modern, international, remote-friendly age, the notion of only having domestic clients is a little silly– especially when paying for a Xero tier that supports multiple currencies.
So: being able to search/autocomplete international addresses when editing or adding contacts would be a great addition.
7 votesHi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.
We will keep our eye on it, here.
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Contact List - Viewing notes from the Contact List
Ability to view notes added within the contact details section from the list view.
This would help with viewing contact notes across different contacts, for detail such as method of payment or terms of service.
53 votesThanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.
While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.
We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.
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Contacts - Birthday notification
Hi guys,
It would be great if we could get reminders for customers and suppliers birthdays, this is great for customer relations. Also a reminder for certain documents that might expire at a certain time.
12 votes -
Contacts - Add EORI number field to contacts
EORI numbers are required for all European customers especially when invoicing/shipping goods. It is an extension of their VAT numbers. Please can XERO create a new field on the contacts for this. We are recording this currently in the new notes or "FAX" number so it shows quickly. Are Fax numbers still necessary?
16 votes -
Contacts - View unallocated Overpayment/Prepayment/Credit at a glance
When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.
There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.
I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.
43 votes -
Contacts - Sort by Contact account number
Sort 'customer or supplier' list by account number from the drop down menu, (not the same as the search function).
The account number field is a unique identifier to any customer or supplier record. Having this function should be a necessity as it is with most other software.
In many cases the account number field is overlooked in Xero from the users point of view, yet it underpins the whole database for many people and connecting software/apps.
In the same vein, the 'date added' drop down, which could be argued as being able to achieve a similar result, in my…31 votes -
Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
160 votesHi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
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Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
10 votesHi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
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Contacts - Add Preferred name field
Add preferred name option
7 votes -
Contacts - Show Payment Terms by Contact
Right now, we see average days we pay or receive payment. It would be good if we can have another row that shows us the payment terms we have with the contact so we can benchmark against performance that way. The data is already in Xero, just need to show it.
15 votes -
Xero Blue | Global Search - By Contact account number
Using the dashboard search, we are no longer able to search by account number and must instead use names. Account numbers are used by thousands of businesses across the country and it's one of my most common client questions.
We can search by account number in the contact screen, please extend this to the dashboard search
60 votes -
Contacts - Send invoices and statements through WhatsApp
Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.
23 votesThanks for sharing your interest in being able to send invoices via WhatsApp from Xero.
While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.
We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.
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Contacts - Export contact group
Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.
58 votes -
Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
125 votesHi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
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Contacts - View recent invoices > report to be filtered by contact
When you go into a customer and click View recent invoices report, currently it shows a list of all their previous invoices, which is clear and easy to read. When you click on the new report version it shows a list of approved sent and paid invoices for all customers, but only for the current month. This is totally useless as you then have to filter it to the customer, and change the date back far enough to show all the invoices. Can you please change this so it is the same as the old report.
14 votes -
Contacts - Add a Job Title field
To be add the job title of a primary person and additional person in a contact details.
Xero is not a CRM but to manage the invoicing and bills relationship with contact, it could be great to know the position of the person on the other side.
It could be a great add-on as to know to whom we are addressing our email in the contact company.90 votesHi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
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Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)
It would be great if, when viewing a contact, there was a quick 'sign/flag' to show if that contact has an active Direct Debit form.
Currently you have to go to >Settings >Payment Service >GoCardless >edit >Direct Debit Forms
31 votes
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