Settings and activity
28 results found
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61 votes
An error occurred while saving the comment 
Joana Mendes
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25 votesJoana Mendes
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An error occurred while saving the comment Joana Mendes
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Please revisit this.
We are currently on the Standard plan and payroll 2 people, but the new Grow plan will only allow 1 payroll. It will cost an extra $20 per month just so I can payroll 1 extra employee.
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13 votesJoana Mendes
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37 votesJoana Mendes
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266 votesJoana Mendes
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156 votesJoana Mendes
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234 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Joana Mendes
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391 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Joana Mendes
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429 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Joana Mendes
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85 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Joana Mendes
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This is a must. I can't believe it has not been done. Just like you can have an email address for each contact name, you should have a contact number for each contact name within a Contact/company record.
Joana Mendes
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An error occurred while saving the comment Joana Mendes
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The people within a Contact/Business/Customer/Supplier each have their own email and also mobile number, so this information should be unique to each name and also searchable.
Also, at the moment additional contacts' names and emails are not searchable. This is a must.
See attached for a better understanding.
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4 votes
Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
An error occurred while saving the comment Joana Mendes
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Could Xero also have a prompt to make sure you don't want to save when we update Contact info but forget to go to the bottom of the page to save?
Thanks Joana -
35 votesJoana Mendes
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23 votesJoana Mendes
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22 votes
An error occurred while saving the comment Joana Mendes
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Yes, please. This paired with the ability to see which email template and invoicing branding were used to send the invoice under the invoice's History/Audit.
I also like to see the ability to have the option to add a different reply to email address.
Thanks
JoanaJoana Mendes
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93 votes
An error occurred while saving the comment Joana Mendes
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Hi Xero, Where are we at with this? I will say it again, there is no point in implementing the new note field if we can't export or import in bulk. Please provide us all with an update as to when will this be happening. Thanks Joana
An error occurred while saving the comment Joana Mendes
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There is little point in having the contact notes field if we can import/export in bulk.
An error occurred while saving the comment Joana Mendes
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Any update on when this will come live? I don't want to spend time using/updating the new notes fields.
An error occurred while saving the comment Joana Mendes
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It is irresponsible of Xero not to make this field importable or exportable. We are entering valuable information data, which we can't export in bulk. No field should be added until the feature of import and export is delivered.
At least add a note next to the field advising the user that the data entered there can not be exported.
An error occurred while saving the comment Joana Mendes
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Yes, please. The notes need to be able to be imported and exported. We also need to have an audit trail on the notes as to who and when it was entered and deleted when applicable.
Also must be searchable. In fact, all items on the contact page should be searchable. Thanks JoanaJoana Mendes
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52 votes
An error occurred while saving the comment Joana Mendes
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Yes, this would be great. Also, the contact note needs to be formatted correctly as it ignores the spaces and line breaks, making it hard to read and understand by everyone in the team. See attached. Thanks, Joana
An error occurred while saving the comment Joana Mendes
commented
This is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. This note needs to be able to be reported. Thanks
An error occurred while saving the comment Joana Mendes
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Hi Xero, Where are we at with this? We need to have a space for a hybrid note entered in the specific Contact to show on Invoices / Bills , with the feature to have an end date or show a number of times. Thanks Joana
Joana Mendes
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28 votesJoana Mendes
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85 votes
An error occurred while saving the comment Joana Mendes
commented
Yes, it is a must. Other issues with Contract groups:
1. There is no audit trail when a contact has been included or excluded from a group.
2. When you export contact, it does not show which group(s) it is on.
The grouping feature is almost useless without the above.
Joana Mendes
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6 votes
Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
Joana Mendes
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5 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
Joana Mendes
supported this idea
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Please revisit this.
We are currently on the Standard plan and payroll 2 people, but the new Grow plan will only allow 1 payroll. It will cost an extra $20 per month just so I can payroll 1 extra employee.