12 results found
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Credit control - customer 'on stop' function required
Can you please have the function to place a customer 'on stop' until payment has been made.
Credit controller needs the visibilty to see that a customer has been placed on stop pending payment and show in the history date went on stop and why
Perhaps a colour visual like a red on stop button for instant awareness
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Adding a Statement TAB to Contacts
Dear Xero Team,
It would be very helpful to have a separate "Statement" tab for each contact to upload statements received from suppliers or contractors for accounts payable.
I recommend adding this tab under the existing Contacts section, alongside the current tabs for Bills, Purchase Orders, Receive Money, and Spend Money.
Kind regards,
Marilie Lessing
2 votesCurrently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
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credit control history needs more attention
Credit control- the history data needs more detail
Sending an invoice and sending a reminder - have the same written detail in historyCan you differentiate when a reminder has been sent at least !
Can you also differentiate if the reminder is Overdue, On stop or Letter before Action as per the different email body templates available to send
2 votesHi 👋 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.
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Account Column in Contacts Page
In the transaction lists in a client, having the ability to add "account" column to see what expense account a Spend Money is associated with, or the income account a Receive Money is recorded to.
eg. image attached2 votesHi 👋 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.
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customer reminder emails
The ability to send an outstanding reminder notice to Customers that includes a list of multiple invoice that are outstanding.
Our customers can have upwards of 40 invoices per month, and for a 30 day EOM customer, I would like to be able to send 1 reminder that their account is past due.
I don't want to waist time sending individual invoices, or resend a statement, but more a letter that is clearly different from an invoice and statement that outlines what is overdue and how much is due.Statements are easily ignored if a customer thinks they have already…
2 votesHi 👋 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.
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Copy phone number instead of link address
Please remove the tel: prefix when phone numbers are copied from XPM to be pasted elsewhere. Currently they are formatted to have a "tel:" prefix which is part of the hyperlink format that makes phone numbers clickable, however this creates extra work when one needs to copy and paste the number because after pasting we have to edit it and remove the "tel:" prefix.
As an admin function we often need to copy and paste the number and would like the "tel:" prefix removed please.
FYI the email field had a "copy to:" prefix but that has since been removed…
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.
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contact creation
For internal controls it would be good if creating new customer and supplier contact can go through a draft and for approval stage. This allows an approver to 4 eyes check the information captured before the contact is created. (Ensure all required fields get captured)
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.
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Contacts - Warning of existing archived contact with same name
Xero currently does not identify a contact as a duplicate if the contact has been archived and another one is being created with the same name.
Some people have thousands of contacts so this isn't something that we can manually check before we create a new contact.
It would be much better if Xero advised you that there was an archived contact with the same name when you are creating a new contact - then we could just restore the previous contact, and all of our purchases (or sales) would be in the same correct contact. This would also improve…
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.
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credit checks
Ability to run credit checks from the contacts page when enrolling new buyers.
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.
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ATO - Client Phone/Mobile populated field included in reports
Need to identify clients where the Phone/Mobile field has been populated. Currently reporting and exporting options do not separate the populated Client Phone field into Phone/Mobile etc. There is a compatibility issue with ATO SmartDocs not picking up the mobile phone number if it is in the Client's Phone/Mobile field. We need to move these to Phone/Phone field to fix the issue, but currently there is no way XPM can provide a list or report showing clients where their Phone/Mobile field has been populated.
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.
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Search by & select contact groups when sending Invoices/Statements etc.
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 👋 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.
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Add Contact Name to History and Notes Report
Add Contact Name to History and Notes Report - we use this report for bank account changes audit purposes. It would be great to have a column with the contact name to assist with this audit process. Currently we need to click into each contact to find the name.
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.
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