Settings and activity

5 results found

1. Projects - Ability to import to projects

   155 votes

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   submitted  ·  40 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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2. Email Settings - Ability to have separate reply-to email address

   300 votes

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   submitted  ·  66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Oscar Rodriguez supported this idea  ·  17 May, 2022

3. Contacts - Different default email addresses for different transactions in Xero

   263 votes

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   submitted  ·  118 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Oscar Rodriguez supported this idea  ·  17 May, 2022

4. Contact - Having custom fields on invoices and contacts

   395 votes

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   178 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

   With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

   Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

   We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

   Oscar Rodriguez supported this idea  ·  17 May, 2022

5. Contacts - Allow multiple addresses for a single contact record

   966 votes

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

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   Oscar Rodriguez commented  ·  17 May, 2022  ·  Edit…  ·  delete…

   Each account should be able to have a child account under its parent. I have clients with many sites under one umbrella, making it challenging to enter each site as a new customer.

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   Oscar Rodriguez supported this idea  ·  17 May, 2022