Settings and activity
9 results found
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17 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
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Rhianydd Patterson-Jones
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120 votesRhianydd Patterson-Jones
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An error occurred while saving the comment Rhianydd Patterson-Jones
commented
When entering a invoice create an alert if a new contact is being in created, in case it is an error. It is too easy to make a typo without noticing and Xero will just make a new contact as default even though it's not needed.
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8 votes
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
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1,437 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Rhianydd Patterson-Jones
supported this idea
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6 votes
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
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11 votesRhianydd Patterson-Jones
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17 votesRhianydd Patterson-Jones
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40 votesRhianydd Patterson-Jones
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22 votes
Hi everyone, thanks for keeping this conversation going and sharing your workflows. It has been awhile since this was raised, so we just wanted to refresh the status.
We understand you’re looking for payments in bank reconciliation to automatically match against the oldest outstanding invoices first, given that other details are relevant.
Having more control over the matching order could make payment allocation easier for businesses managing a high volume of invoices.
We’ll continue to track feedback and interest from the community for this idea, so please share your suggestion and use case for this feature.
Rhianydd Patterson-Jones
supported this idea
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Option on customer account to create an alert if an invoice has not got a PO recorded before issuing.