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

    1,322 votes

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    441 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

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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)

    418 votes

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    165 comments  ·  For small businesses » Business features  ·  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  ·