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6 results found

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

    11 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

    56 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman supported this idea  · 

  3. Contacts - Import with contact Group

    120 votes

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    submitted  ·  47 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

    139 votes

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    36 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

    78 votes

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    submitted  ·  13 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

    86 votes

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    28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your on-going involvement in the idea here.

    We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

    Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

    For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…

    Susan Stoneman supported this idea  ·