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1. Sales invoices - Flag an invoice as 'in dispute / query'

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   91 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

   We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

   It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

   But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

   For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

   We'll continue to track… more

   Joel Mansford supported this idea  ·  Aug 24, 2022

2. Contacts - Show information on one page

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   184 comments  ·  For small businesses » Contacts & communication  ·  Delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for all your feedback and impressions of the new contacts add/edit screen.  
   We can ensure you that the team's designs and flows were thoroughly tested with customers prior to release and there were strategic reasons for why things were designed the way they were. Still, sometimes things are picked up through the release of change to a full page like this, and it's been really good to get feedback from our community to help highlight areas of attention and opportunity.
   The team have made changes that will have resolved some points raised in feedback here and we’ve noted these below;

   • ABN field now sits above the ACN field within Contact details
   • Change to the requirements for entry of bank details so you can input data the way you’d prefer (this should have also resolved issues with processing of batch payments)
   • All fields of your contact will now trigger in line detail to be shown for error messages
   • Flow for Save - When adding or updating contacts you’ll need to make sure all required fields have been filled before you can save, however you can go through all contact tabs before you need to save. Details you enter from one tab to the next, will hold
   • Keyboard navigation - when you ‘Tab’ to a field you’ll need to make a selection, however you can do this by simply using the up & down arrows and pressing ‘Enter’ before tabbing to the next
   • Invoice/Bills due date is ‘0’ -  Entering ‘0’ will ask you to pick a # between 1 - 31, however if you leave the contact Invoice/Bills due date blank, this’ll default to ‘0’ when you Save
   • Removal of skype - Skype has been discontinued by Microsoft since mid 2021. We’ve removed this field as part of the new design, due to its low and dwindling usage. You can retrieve details saved in this field from the contact overview page or through an export.
   • Most recently we shifted the Contact Account Number field to sit within Contact details, beneath the Contact Name

   A few ideas have also been raised and we’ve shared links where you can join, support and follow in each. We know there are more ways our community would like to see contacts evolve and recent work is a stepping stone toward achieving some of these.

   • Xero Blue | Global Search - Search Contacts by address and phone number
   • Contacts - Allow duplicate contact names
   • Contact - Business Number (ABN) verification check

   We appreciate the interest in a one screen approach and reasons for this here. When considering the old design - Previously the contact field was huge (75 fields) and involved a lot of scrolling.
   With the new we’ve organised related info on the same page, and customers have told us they found the new design cleaner and easier to navigate.
   There’s no immediate change planned for this idea at present, but we’re continuing to monitor and take in feedback about the Contacts add and edit screen on the idea here.

   Thank you for all your feedback and impressions of the new contacts add/edit screen.  
   We can ensure you that the team's designs and flows were thoroughly tested with customers prior to release and there were strategic reasons for why things were designed the way they were. Still, sometimes things are picked up through the release of change to a full page like this, and it's been really good to get feedback from our community to help highlight areas of attention and opportunity.
   The team have made changes that will have resolved some points raised in feedback here and we’ve noted these below;

   • ABN field now sits above the ACN field within Contact details
   • Change to the requirements for entry of bank details so you can input data the way you’d prefer (this should have also resolved issues with processing of batch payments)
   • All fields of your contact will now… more
   Joel Mansford supported this idea  ·  Aug 24, 2022