Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Reporting - Automatic generation and emailing of reports

    774 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    286 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

    Timothy Barnett supported this idea  · 

  2. Xero Blue | Global Search - By Contact account number

    60 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  30 comments  ·  Contacts & files » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Timothy Barnett commented  · 

    Lots of integrations (like CRMs, etc) utilise a Contact Code in Xero to make the link between records. Currently, this Contact code is not available to report on, search by, or viewable in Contact export CSVs - the only way you can see it is to go into each individual record.
    It would be much better to be able to search and report on this, as we are currently getting an error in the sync module of our CRM, and we cannot find the matching record in Xero without hours of manually opening every Contact record.

    Timothy Barnett supported this idea  ·