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4 results found

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

    32 votes

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    15 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

    298 votes

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    submitted  ·  132 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

    21 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've released a new send modal for new invoicing in Xero. As part of this update you now have a rich text editor that allows for small formatting changes such as bold, italics, underlining and the ability to insert emojis. 

    You'll also find other improvements like the ability to cc and bcc emails, and have more visibility of your emails and the PDF of the invoice with a preview on the left of the screen. 

    While this is limited to new invoicing at present, we will look into surfacing this to other areas of the product over time. We'll let you know of any further change for this, here. 

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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

    14 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  ·