Settings and activity

793 results found

1. Contacts - Option to exclude contacts from marketing notification

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   0 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

2. Contacts - Ability to set a default email template

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   12 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme. 

   This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here 

   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

3. Permissions | Contacts - Private or limited access to certain contacts

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   submitted  ·  45 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

4. Invoice Reminders Report - Date and email sent to

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   submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

5. Contacts - Tab to view associated Projects

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   0 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded
   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

6. Contacts - Compact view to reduce white space

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   submitted  ·  1 comment  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

7. Contacts - Clickable phone number in contacts

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   submitted  ·  3 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

8. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

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   submitted  ·  15 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

9. CIS - Registered users UTR number for verification for partnerships

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   submitted  ·  17 comments  ·  Reports & tax » Tax filing  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

10. Contacts - Sort by Contact account number

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    submitted  ·  17 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

11. Invoicing - Show credit limit on invoice and statement email templates

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

12. Contacts - Export contact group

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    submitted  ·  29 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

13. Contacts - Add IBAN in account number and Swift in Routing number

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    129 votes

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    48 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your on-going involvement in the idea here.

    We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

    Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

    For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow of making foreign currency payments.

    Within the contacts space in Xero, this is very much a piece of work we intend build a solution for, and while I can't give any timeframes as yet we'll share any progression with you all here.

    Hi everyone, thanks for your on-going involvement in the idea here.

    We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.

    Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.

    For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow… more

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

14. Contacts - Search/autocomplete for international addresses

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    1 comment  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while this isn't a feature we have in our plans right now, we're keen to continue monitoring the interest for this through this idea.

    We will keep our eye on it, here.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

15. Contacts - Add Preferred name field

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    submitted  ·  0 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

16. Contacts | Merge - show contact merged to

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    submitted  ·  1 comment  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

17. Documents - Warning to confirm when deleting transaction with attachments

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    12 comments  ·  Banking & chart of accounts » Bank feeds  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.

    We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.

    We’ll continue to monitor the feedback here and share any updates as we learn more.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

18. Contacts - Birthday notification

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    4 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded
    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

19. Reports - Add Contacts report to show contact details and contact activity

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    13 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded
    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

20. Xero Accounting app - List contact transactions in Date order, newest first

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    2 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we're just circling back to refresh this suggestion. We understand the request to make mobile contact transaction lists consistent with the web version, with the newest invoices and bills appearing at the top.

    This could reduce unnecessary scrolling when checking recent activity while away from your computer.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help, add your vote and share your use case.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025