Settings and activity
623 results found
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121 votes
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…
TENG CHRISTOPHER
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5 votes
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
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7 votesTENG CHRISTOPHER
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4 votesTENG CHRISTOPHER
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5 votesTENG CHRISTOPHER
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11 votesTENG CHRISTOPHER
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4 votes
Similarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.
That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.
To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.
TENG CHRISTOPHER
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12 votesTENG CHRISTOPHER
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18 votesTENG CHRISTOPHER
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2 votes
Appreciate the difference in what you're asking here, Christopher.
No plans to allowing inserting emoji's directly into the email template atm, but we'll track this here and let you know if there's any plans made.
TENG CHRISTOPHER
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6 votesTENG CHRISTOPHER
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7 votesTENG CHRISTOPHER
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4 votesTENG CHRISTOPHER
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5 votesTENG CHRISTOPHER
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3 votesTENG CHRISTOPHER
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9 votes
Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
TENG CHRISTOPHER
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3 votesTENG CHRISTOPHER
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37 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
TENG CHRISTOPHER
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5 votes
Interesting idea around being able to mark suppliers as preferred, Catherine. It'll be good to get an understanding of the interest in this here.
In terms of contracts, you can currently upload files to a contacts record which is where you could upload any contract, hire agreements, rates etc.
TENG CHRISTOPHER
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4 votesTENG CHRISTOPHER
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