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Settings and activity

8 results found

  1. Contacts - Create alert when entering a bill if a new contact has been created

    1 vote

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Rhianydd Patterson-Jones shared this idea  · 

  2. Contact – check bank details reminder

    7 votes

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this idea – it's a really practical suggestion.

    We get how easy it is to miss checking bank details, especially for suppliers you haven’t paid in a while. A quick alert or reminder after 3–6 months of no activity could be a great way to help catch changes (like new ownership or account updates) before a payment goes through.

    Your idea’s now live for others to see, vote on, and add their thoughts. If this would make things easier for your team, feel free to share it around.

    Rhianydd Patterson-Jones supported this idea  · 

  3. Contact Person - Multiple Email Addresses for Different Purposes

    8 votes

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Rhianydd Patterson-Jones supported this idea  · 

  4. Contact - Ability to customise columns on Contact Activity

    5 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.

    We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks

    Rhianydd Patterson-Jones supported this idea  · 

  5. Contacts - Add 'invoice description' to Supplier & Customer activity feed

    10 votes

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    submitted  ·  3 comments  ·  Contacts & files » Contact  ·  Admin →
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    Rhianydd Patterson-Jones supported this idea  · 

  6. Contact Record - Add Description column to Activity page

    14 votes

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    submitted  ·  9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Rhianydd Patterson-Jones supported this idea  · 

  7. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

    36 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Rhianydd Patterson-Jones supported this idea  · 

  8. Bank Reconciliation - Automatic payment allocation to oldest invoices first

    20 votes

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    submitted  ·  8 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Rhianydd Patterson-Jones supported this idea  ·