Settings and activity

848 results found

1. Contacts - Form to request & capture details of a new customer or supplier

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

2. Contacts - Ability to bulk restore archived contacts

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   submitted  ·  7 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

3. Inventory - Add Unit Cost Price to Inventory Item Details report for untracked items

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   submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Inventory  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

4. Contacts - Add fields for Primary/Secondary/Other contacts

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

5. Contacts - Send invoices and statements through WhatsApp

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   7 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.

   While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.

   We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.

   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

6. Contacts- Edit a file name

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

7. Contacts - Option to exclude contacts from marketing notification

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

8. Contacts - Export and import all contact fields

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

9. Contacts - Ability to set a default email template

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   12 comments  ·  Contacts & files » 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

10. API - Update all Contact fields via the API

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

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

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    submitted  ·  41 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

12. 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

13. 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

14. Contacts - Compact view to reduce white space

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

15. Contacts - Clickable phone number in contacts

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    submitted  ·  2 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

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

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    submitted  ·  13 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

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

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    submitted  ·  16 comments  ·  Reports & tax » Tax filing  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

18. Smart Lists - Add "Country" filtering option

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

19. Contacts - Sort by Contact account number

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    submitted  ·  11 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

20. Contacts - Preview files for supplier bills

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