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← Share and support customer ideas for Xero

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6 results found

  1. Prepayment - Automatic allocation when an invoice is raised

    8 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Cindy Pirelli commented  · 

    YES, MUST SHOW THE CREDIT (NEGATIVE BALANCE) OF THE PREPAYMENT AMOUNT INSTEAD OF SEEING $0 DUE OR NO CREDIT PENDING.
    Must train staff to look for the word prepayment!!!

    Cindy Pirelli supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    405 votes

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

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

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    Cindy Pirelli commented  · 

    Marina Business - Offer the ability to add other fields within the contact information. Options to add field names more specific to a business. In our case: Boat Name, Boat Length and Width.

    Cindy Pirelli supported this idea  · 

  3. Invoice - Ability to add BCC field when sending invoices

    71 votes

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    22 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊

    We're not too far off with this work and I'll continue to keep you updated on news for this, here! 

    Cindy Pirelli supported this idea  · 

  4. Tracking - Make mandatory / required

    139 votes

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    submitted  ·  52 comments  ·  For small businesses » Business features  ·  Admin →
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    Cindy Pirelli supported this idea  · 

  5. Bills - Add a second Reference field

    139 votes

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    submitted  ·  82 comments  ·  For small businesses » Business features  ·  Admin →
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    Cindy Pirelli supported this idea  · 

  6. Contacts - Allow duplicate contact names

    126 votes

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    72 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, 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 support for duplicate 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 I will update you here as soon as there's more work to share.

    Cindy Pirelli supported this idea  ·