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30 results found
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121 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment An error occurred while saving the comment 
Terry Bluck
commented
Xero, why can’t we use the ‘Account #’ as the unique identifier? The field already exists and it already has to be unique, just make it mandatory and use this!!
An error occurred while saving the comment Terry Bluck
commented
Theres is a field called ACCOUNT NUMBER in Zero. It has to be unique, why not make it a mandatory field and use that? Then we can have as many John Smiths as we need.
An error occurred while saving the comment Terry Bluck
commented
Unique customer number/alpha key please. Think of the many "John Smiths" out there with different address's
Terry Bluck
supported this idea
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70 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Terry Bluck
supported this idea
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97 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
Terry Bluck
supported this idea
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127 votes
An error occurred while saving the comment Terry Bluck
commented
yes, more fields needed for an inventory item, for example : preferred supplier, alternate item, stock group. does not have to be mandatory, can even piggy back on the tracking categories except maximum of 2 tracking categories is not enough.
Terry Bluck
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45 votesTerry Bluck
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10 votesTerry Bluck
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7 votes
Appreciate your feedback, Peter - We have another idea you may have seen related to Contacts.
To give a bit more context, while we've delivered new versions of some features and areas across Xero, this work is enabling us to upgrade technology and we aim to keep iterating on each of these experiences moving forward.
Some of the points you’ve noted here are being developed, such as the ability to add an item from within a transaction.
We've also now reduced the number of steps in Quotes by ensuring items created via the link are available to select immediately, and we’re working to improve the experience further. 🙂I'm going to shift your idea to under review as these developments continue.
Terry Bluck
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7 votesTerry Bluck
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8 votesTerry Bluck
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76 votesTerry Bluck
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21 votesTerry Bluck
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140 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Terry Bluck
supported this idea
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4 votes
Is there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
Terry Bluck
supported this idea
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15 votes
Hi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
Terry Bluck
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39 votesTerry Bluck
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50 votesTerry Bluck
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82 votesTerry Bluck
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47 votesTerry Bluck
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160 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Terry Bluck
commented
Dont hold your breath John Prado, as Brian mentioned, this idea is from 2014!!!
Terry Bluck
supported this idea
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143 votes
An error occurred while saving the comment Terry Bluck
commented
agree Maree Morgan...the header should be static so that it doesnt scroll away, and with the buttons (next,previous,start,end,page#) on the static part we doesnt have to endlessly scroll.
Terry Bluck
supported this idea
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I have found out recently that our account has like a "direct line" or separate portal, for comms with Xero customer service or product team. Xero must reply to them within a certain timeframe (something like 24-48 hours). If all our accountants helped get the message across we might not have to wait another 10 years!??