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25 results found
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143 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
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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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149 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.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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63 votesTerry Bluck
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11 votesTerry Bluck
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9 votesTerry Bluck
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12 votesTerry Bluck
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80 votes
Hi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
Terry Bluck
supported this idea
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151 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
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5 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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31 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
supported this idea
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46 votes
Thank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
Terry Bluck
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54 votesTerry Bluck
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101 votesTerry Bluck
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49 votesTerry Bluck
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198 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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154 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
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217 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Terry Bluck
commented
Agree Ellis, we have no responses from xero on any of the ideas - its like they left the building!
An error occurred while saving the comment Terry Bluck
commented
Yes more flexibility regarding accessibility by user. In regards to dashboard, reports and functions. Thanks
Terry Bluck
supported this idea
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67 votes
Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.Terry Bluck
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16 votes
Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
Terry Bluck
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298 votesTerry Bluck
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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!??