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6 results found

  1. Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"

    9 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman commented  · 

    Hannah,
    I have a way to import a csv. of the details into invoices. Simply seems like a lot of extra work.
    What is dext?

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    Susan Stoneman commented  · 

    I'm sure this has been submitted multiple times. We are a small business moving from Quicken and reconcile most of our transactions (e-commerce) from our PayPal and stripe feeds. Our website generates the invoices not XERO.
    The solution from tech support to make a dummy invoice and then delete it is silly we have over 600 customers/suppliers currently in the ALL contacts tab.
    Going forward we would have to have a workflow that requires making a dummy invoice for each new customer.
    Am I missing something obvious here?

    I am thinking that maybe I can make the payment processors also send my XERO address an invoice but I only know about getting Bills into the system not invoices. Is there a part of HUBDOC that would help me?

    Susan Stoneman supported this idea  · 

  2. Contacts - Warning if entering contact simliar to existing

    51 votes

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    submitted  ·  13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman supported this idea  · 

  3. Contacts - Import with contact Group

    91 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman supported this idea  · 

  4. Contacts - Auto generate Account Number for a New Contact

    128 votes

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    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    Susan Stoneman supported this idea  · 

  5. Invoices/Bills - Don't update contact address for existing invoices

    69 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman supported this idea  · 

  6. Contacts - Add IBAN in account number and Swift in Routing number

    76 votes

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    23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact. 


    Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors. 


    Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.


    We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here. 

    Susan Stoneman supported this idea  ·