Settings and activity
34 results found
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45 votes
An error occurred while saving the comment 
Joana Mendes
supported this idea
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114 votes
An error occurred while saving the comment Joana Mendes
commented
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
commented
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
commented
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
commented
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
commented
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
supported this idea
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49 votesJoana Mendes
supported this idea
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128 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
supported this idea
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12 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
supported this idea
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9 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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174 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Joana Mendes
supported this idea
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10 votes
Thanks for the detail in your feedback here, Paul.
The second point around being able to link email templates to branding theme is something that's been raised in another idea and would be good to track separately so I've updated the title of your idea here, and encourage you to add your vote and join the other for updates, too!
Joana Mendes
supported this idea
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166 votes
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. Thanks
Joana Mendes
supported this idea
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50 votesJoana Mendes
supported this idea
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727 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!
Joana Mendes
supported this idea
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Joana Mendes
supported this idea
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23 votes
An error occurred while saving the comment Joana Mendes
commented
Fully agree that the "Pay Now" button is not very friendly, especially when the invoice is not even due for payment yet. Could at least change to "Pay".
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1,316 votes
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…
Joana Mendes
supported this idea
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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
Joana