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

    1,435 votes

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    504 comments  ·  Contacts & files » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Sam Bond commented  · 

    @John Wyllie - well said.

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    Sam Bond commented  · 

    @Jonathan Loake - well said.

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    Sam Bond commented  · 

    @Dale Bourgeois

    During your trial, consider if the following are important to you versus what might be available in other packages:
    - Multiple addresses for a single customer:-::: no progress from Xero
    - Activity statements with aging periods for customers (i.e. 30, 60, 90 days outstanding etc):-::: no progress or interest from Xero
    - Invoicing:-:::Xero has implemented a new invoicing architecture that has caused our workflow to take additional time.
    - Pricing:
    - Basic package with 1 person payroll is 2 x more expensive than no payroll
    - Comprehensive package with 5 person payroll is 2.57 x more expensive than no payroll.
    - Key point is that if you have a payroll of 2 to 3 people and multiple business interests, then from our perspective Xero is more expensive than other options.
    - Of the 10 businesses we run through Xero, the subscription plans are:
    • 4 x Comprehensive
    • 4 x Ultimate 10
    • 1 x Ultimate 50
    • 1 x Ultimate 100
    We would overlook the subscription price if the first several points were addressed. For some of our businesses, it doesn’t matter. Still, the high-volume, transaction-based businesses with account customers and multiple addresses do matter, and Xero’s limitations are causing a lag in some areas of our account management and our end customer satisfaction. The real cost of Xero is in the additional hours we spend dealing with customers who are questioning basic information that should be automatic from Xero.
    While integrations are helpful for Xero to offer greater features and not have to manage them, the additional costs required are questionable.
    Our accountant thinks Xero is great, and it functions well from a compliance standpoint. Operationally, we are reviewing alternatives.
    Review Xero, and make sure it meets your minimum requirements. Don’t expect things to change if they have been ignored and/or patronised for so long. A short trial may not give you exposure to some of the items that are important to you.
    Good luck Dale.

    Sam Bond supported this idea  · 

  2. Customer Statements - Ageing (30, 60, 90days)

    470 votes

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    166 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

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    Sam Bond commented  · 

    Xero could be so much better with so little extra work...

    It is mind boggling to see the efforts being put into unecessary features, while leaving the important accounting attributes to 3rd party integrations. Frankly there should be significant reductions in monthly subscriptions, not increases.

    Xero will not change until customers start voting with their feet.

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    Sam Bond commented  · 

    Thanks for nothing Kelly.
    We have over 10,000 account customers... creating a custom report and sending out individual emails is not a sustainable or practical solution.

    Sam Bond supported this idea  ·