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  1. Contact - Field for Business Registered Name

    28 votes

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, appreciate all the engagement here so far. It has been a while, so wanted to update the status of this idea here. We understand that when you’re managing contacts, having a clear way to separate a legal entity name from a trading name can be important for keeping your records accurate.

    The suggestion here is to add a dedicated Legal Name / Business Registered Name field to contact records, so this information can be stored separately and used when managing documents, reporting, and client details.

    We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from businesses that need to manage different legal and trading names in their workflows.


    Sheila Lopez supported this idea  · 

  2. Quote | History - View accepted by email/contact name

    17 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Sheila Lopez shared this idea  · 

  3. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    544 votes

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    217 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

    Sheila Lopez supported this idea  ·