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

    12 votes

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    submitted  ·  5 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

    108 votes

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    submitted  ·  32 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Susan Stoneman supported this idea  · 

  3. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 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

    150 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

    While this request is not in the pipeline, that does not mean the need has gone unnoticed.

    Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

    We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

    Susan Stoneman supported this idea  · 

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

    85 votes

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    submitted  ·  15 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

    119 votes

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    44 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  ·