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  1. Contacts - Warning if entering contact simliar to existing

    60 votes

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    submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sarah Farr supported this idea  · 
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    Sarah Farr commented  · 

    It would be better if when you import a bill - the software looks for similar contacts and asks if you want to create a new one or assign the bill to an existing one - this duplication of contacts is causing me some major duplication issues

  2. Report Templates | Copy - Client to practice, or client to client

    62 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.