Settings and activity
1342 results found
-
172 votes
Freya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
92 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Freya Pieroz
supported this idea
·
-
5 votesFreya Pieroz
supported this idea
·
-
63 votesFreya Pieroz
supported this idea
·
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
We have someone who goes by their middle name instead of by their first name. Having a 'preferred name' field that is displayed in preference to first name (where appropriate) would allow this person to have their legal name on all the legal stuff and their preferred name on everything where that's more appropriate. This is also useful when you have several people with the same first name but different nicknames - think Dave, Davey, Davo, and David, instead of David x 4!
-
7 votes
Appreciate feedback on my recent update - If you're looking to pay one bill you can easily open the transaction from the Contacts page, however it's not possible to create a batch payment or pay multiple bills from this screen atm.
This isn't something we have plans for right now, but we'll re-open this idea to continue to track the interest. I'll share if there's any change or updates here.
Freya Pieroz
supported this idea
·
-
118 votesFreya Pieroz
supported this idea
·
-
8 votesFreya Pieroz
supported this idea
·
-
18 votesFreya Pieroz
supported this idea
·
-
20 votesFreya Pieroz
supported this idea
·
-
98 votes
Hi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
Freya Pieroz
supported this idea
·
-
9 votesFreya Pieroz
supported this idea
·
-
3 votes
Hi Paul, appreciate your feedback on the new invoicing experience. We're continuing to develop this for all customers so your inputs are valuable.
With your first point around the description only line - my recent update on the related idea here may explain the behaviour you're noticing. If you're selecting a saved item to enter description only lines there is a change to how this works between the old and new version and it's not possible to use items as description only atm. We're monitoring this so please do add your vote to the idea there is you feel this applies to your situation.
It's best for us to keep one idea per thread so I'll adjust the title of your post here to match your second point on the colouring of the menu button and we can get a gauge of the interest around this too.
Freya Pieroz
supported this idea
·
-
6 votes
Thanks for the suggestion, Samantha. There are a lot of different types of alerts and notifications that our customers would like to see Xero develop.
When you mention credit control I wanted to highlight Credit limits that can be set for a contact and may be of some use to you here.
There is also the ability to set Invoice Reminders for when invoices are overdue and you may want to set up for contacts.
We don't have other alerts or warnings planned at this stage but will begin to get a sense of the interest for your idea here.
Freya Pieroz
supported this idea
·
-
157 votes
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.
An error occurred while saving the comment Freya Pieroz
commented
@Jack Brown in Australia, sole traders can have a business name that's their full legal name - I've attached a screenshot of what comes up if you search the business register for "John Smith". All these sole traders must be referred to on invoices by their business name, which means that the contact name MUST match the name that their ABN is registered to... which is a duplicate, because it's their personal name, and the only differentiator is the ABN.
(Adding the ABN or account number to the contact name is legal and a workaround, but... why should I have to use a workaround?)
Freya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
5 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
45 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Freya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
(also useful when you have people who are in the process of changing their name, but the official paperwork hasn't finished going through yet, or they haven't got everyone to register the change yet - goodness knows, my super fund was in my birthname long after my marriage, because getting paperwork certified during Covid lockdowns was... problematic... and I have qualms about sending copies of ID using insecure methods like email)