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4 results found

  1. Contacts - Allocate a contact as a supplier, customer, or both

    27 votes

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    14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alec Sharples commented  · 

    It's so frustrating to go looking for a customer when you know they are on the system but you just can't find them. However, if you look in All Contacts, they are there.
    I know that Xero is meant to mark them as a Customer if a sale transaction is entered against that account or as a Supplier if a bill is allocated to them.
    However, we have had instances of customers with no bills against their record - only sales invoices but they still can't be found in customers.

    Alec Sharples supported this idea  · 

  2. Contacts - Different default email addresses for different transactions in Xero

    263 votes

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    submitted  ·  118 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Alec Sharples commented  · 

    We have a small number of contacts who are both customers AND suppliers and have different default emails depending on the function. So it is imperative that we send the correct communication to the appropriate personnel. Sending messages to the wrong address just leads to muddle and confusion and something that you'd have thought would be easily rectified with a little thought.

    Alec Sharples supported this idea  · 

  3. Email Templates - Option to select different font for outgoing emails

    14 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Alec Sharples commented  · 

    I wouldn't say this issue is critical but it is more than just important so it would be a great improvement if we had the ability to format outgoing emails with bold, italic, underlining, coloured fonts, control over the font size etc.

    Alec Sharples supported this idea  · 

  4. Invoice - Ability to search invoices using account number

    11 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Alec Sharples commented  · 

    This is something I've been asking about for ages but Xero just doesn't deem it important.
    It's also super frustrating that you can't search for account codes in the new customer/supplier area to avoid creating duplicates.
    This is a very poor area of functionality for Xero and I'm very dissapointed.

    Alec Sharples supported this idea  ·