222 results found
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Contact - Save and add another
When entering multiple contacts, it would be good to have the option to "save and create new contact" as well as the "Cancel" and "Save and Close" option after entering the information. Currently you have to press Save and Close, go back to Contacts, then select New Contact.
6 votesDo you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
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Contacts - Ability to set alerts and reminders for credit control
Hi, I will be looking after the credit control activity of the organisation I recently joined. After looking at the portal, I think it would be useful to be able to create alerts for specific schools, for specific dates, reminding me I need to contact them on those days and be able to switch reminders, on or off, with the opportunity to select the dates (ex if invoice not paid by ... the reminders will switch back on automatically on on the date I set up). Do you think this functions can be implemented presuming it would be useful to…
6 votesThanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop.
When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here.
There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts.
We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here.
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Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
24 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Contacts - Search description across customer activity for products sold
Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.
7 votesCurrently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.
Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report.
However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂
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Contacts - Search by VAT number
It would be nice to be able to search for a company by the VAT number.
1 vote -
Contacts | Purchase orders - Ability to block for a supplier
Ability : To have a function within contact to block raising purchase orders to an individual supplier.
Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.
4 votes -
Contacts - Allow macrons for languages (such as te reo)
We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…15 votesHi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons?
One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image.
It'd be great to better understand and see if we can look into this a bit more.
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Contacts - Secure method of requesting contact bank account details
Have an "Ask" type of function within the business subscription to securely collect new Customer and new Supplier information when creating a new Contact. Particularly keen to be able to collect Bank Account details securely without needing to risk email communication of same. This feature would also ensure better accuracy of contact details and spelling of names.
7 votes -
Contact record - filter view based on activity type
When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
As it works now, for a very active contact, this can quickly become difficult to navigate.5 votesThanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
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Contacts List - View if a contact has a CIS verified status
It would be productive to see if a contact is registered for CIS/verified and their status on the contact account page - where the group info is listed.
Otherwise the only way you can see this info is by clicking edit the contact. And include a signal/sign on the contacts page next to each CIS registered contact so that they can be identified easily.2 votes -
Contact | List - View 'new' contact and contact group allocation
Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.
38 votes -
Contacts - Improve UK Postcode Lookup
Xero has the facility to look up UK addresses by postcode when entering new contacts etc.
Unfortunately it usually makes a such a mess of the address, I end up editing it all again anyway!
UK Postcode lookups can return a Company Name (e.g. if there are multiple companies registered at the same address.) Xero adds this company name again to the address. In our case, that is a duplicate of the Contact name, so we take that out to avoid it appearing twice.
UK Postal counties are obsolete and should no longer be used in postal addresses. Royal Mail…
6 votes -
Contacts - merge check before importing
I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.
2 votes -
mandate - Show mandate status and progress etc.
Show mandate status and progress: In Sage one of the Customer fields is their mandate status. You can see when the mandate was sent, whether it has been submitted, is being processed, is now active or has been cancelled. These are crucial for us. We are finding it very hard to get even a couple of mandates set up due to the way that first invoices are processed (on their invoice date rather than as soon after as practical). Then we have no way of knowing whether a mandate has been sent or is being responded to. It's guesswork. In…
2 votesHi J, appreciate you sharing in product ideas however to make sure I share your feedback with the most appropriate team can you share a bit more of how you process mandates for your business with Xero?
It sounds like this may be through the use of Quotes?
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Sales Invoices - Archive Paid Invoices when contact archived
When you look at the PAID invoices it shows years of invoices and would be nice if you could archive previous years. If a person is no longer affiliated with your company and they had previous invoices they cannot be archived but the person can be archived.
9 votes -
Files - Separate locations for contact related documents vs financial related documents
Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…
2 votes -
Contacts - Seperate customer mailing lists
Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.
5 votesHi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
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Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currencywe have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
6 votes -
Contacts - Reinstate the email feed
The email feed on clients account activity needs reinstating. If people send a quote mid communication via email rather than on xero or someone emails in a query about an invoice this is now getting lost rather than recorded on their account!
PLEASE REINSTATE this was essential for credit control and communication between team members regarding clients!
2 votesHi there 👋, as you may have received communication of - we made the decision to retire our integration with Mailchimp, MS Outlook, Google Contacts and Hubspot from 10 Sept this year. We know the integration wasn't delivering the experience our customers expected, and retiring meant we could sharpen our focus on integrations that'll provide more value. We don't have any plans for bringing this back.
If you’d like to continue using an app integration, we recommend you visit the Xero App Store to determine whether apps like Zapier or Make would be a good alternative for your needs, or alternatively visit Xero Developer to find out more about building a custom integration with Xero.
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