Settings and activity
13 results found
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114 votes
Stu Dawson
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44 votes
An error occurred while saving the comment Stu Dawson
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20 votesStu Dawson
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137 votesStu Dawson
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Stu Dawson
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3 votes
An error occurred while saving the comment Stu Dawson
commented
We are the same, often need to put a c/o name without an address.
Plus can you also put this back on the first page of contact details, would be better under the contact name, not under addresses.As per a previous comment, contacts was better all as one page, don't see the advantage of splitting this over various.
Sue
Stu Dawson
supported this idea
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122 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.
Stu Dawson
supported this idea
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37 votes
An error occurred while saving the comment Stu Dawson
commented
Creating Quotes from a Contact - not working as before.
Until the update was done recently to quotes, you were able to create a quote from the contact and the name would automatically appear in the quote.
Now when creating a quote from a contact, you have to retype the contacts name in again.
It still works ok in invoices etc.
Can you please look into changing this back.
Seems to be a few areas where added steps are now needed in quotes.Stu Dawson
supported this idea
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966 votes
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.…
An error occurred while saving the comment Stu Dawson
commented
Being able to select email addresses when sending a quote or invoice, as these would normally go to different people of the same company.
Maybe having an accounts option in contacts for email address when sending invoices/statements.Stu Dawson
supported this idea
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6 votesStu Dawson
shared this idea
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87 votesStu Dawson
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598 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Stu Dawson
supported this idea
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263 votes
Most definitely.
So annoying when I create a contact with all their details and go to save, and then tells me there is a duplicate and all the info I've typed in is lost.
Sue