Settings and activity

616 results found

1. Contacts - Smart list outstanding more than 90 days

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

2. Contacts - Add screen scroll bar to allow better view when minimised

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

3. 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

4. Contacts - Ability to set a default email template

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   11 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

5. Reporting- Contact Cash Activity Report to show all contacts

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   submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

6. 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

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

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   submitted  ·  38 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

8. Invoice Reminders Report - Date and email sent to

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   submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

9. 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

10. Contacts - Activity and transactions browser

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

11. Contacts - Share/update contacts between Xero organisations/subscriptions

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

12. Contacts - Compact view to reduce white space

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

13. Contacts - Clickable phone number in contacts

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

14. 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

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

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    submitted  ·  15 comments  ·  Reports & tax » Tax filing  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

16. 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

17. Contacts - Sort by Contact account number

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    submitted  ·  8 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

18. 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

19. 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

20. Contacts - Export contact group

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    submitted  ·  25 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025