Settings and activity

623 results found

1. Contacts - Add a Title field for Mr, Mrs, Dr, etc.

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   submitted  ·  6 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

2. Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)

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   submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

3. Homepage - Cash in/out Graph ability to set longer period

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   1 comment  ·  New Homepage » Homepage  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the feedback on having more controls over the period of the cash in and out widget.

   With the rollout of the new Homepage underway our product teams have a close ear to the ground of feedback and I'll be sure to update if there is any changes planned for the periods of this widget here.

   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

4. Contacts - Add a Tracking Category in the Contacts Screen

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

5. Contacts | Groups list - View Customer Account Credit Limits

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

6. Contacts - Restore deleted files / Prompt to confirm when removing

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   submitted  ·  4 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

7. Invoices - Ability to show recurring invoices within the Contacts page

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

8. add reference field into the subject of a receipt email

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

9. Email Templates - Create your own custom placeholders

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   10 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Kirsty, having looped in with the team this placeholder is not something that has been developed in new invoicing and isn't on the immediate plans at present.

   For the time being, you'll be able to use the shortcut shared in classic invoicing. We'll re-open the idea to continue building traction in this here and I'll update you if there is any progress surrounding placeholders that'd help here.

   TENG CHRISTOPHER supported this idea  ·  14 November, 2025

10. Contacts - Show date on files added to contact

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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. Contacts - Record / copy of the statement email attached to the contact profile so you can see the history for debtors managem

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

    Hi Matthew, this isn't automated however you can manually upload an attachment of the contacts statement to their record for this purpose.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

12. New Invoices - New Contact search address by postcode

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    submitted  ·  6 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

13. Contact - Ability to copy & paste bank account number (accept spaces not just hyphens)

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

14. Invoices - Filter and Download Specific Invoices in Customer Statement

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    submitted  ·  0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

15. Invoicing - Option to copy different parts of invoice when select option to send to self

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    0 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    I'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

16. Contacts - Show Contact Details on Customer Activity Page

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    0 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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    Gaining Support  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Thanks for taking the time to share this suggestion Justine.

    I can certainly see how having those specific notes visible right alongside the transaction feed would improve efficiency and make sure key information isn't missed.

    While this isn't in our immediate plans to make changes in this area, this idea is open for support from other community members, and we'll keep a close eye on the interest here.

    You may also wish to vote on and share your thoughts on some similar ideas regarding how notes are viewed in Contacts:

    Contact List - Viewing notes from the Contact List

    Contacts - View all transactions history & notes from contact record

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

17. Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record

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

18. Invoices/Quotes - Customise link to view online, rather than showing the full URL

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

19. Contacts - Search newly registered addresses

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

    Thanks for your feedback here, team. This helps when sharing back with our product team. I've slightly amended the title of your idea.

    We don't have any immediate plans for changing the current base results are pulled but we'll keep an eye on the interest here. I'll be sure to update you if there's any news.

    TENG CHRISTOPHER supported this idea  ·  14 November, 2025

20. Report - Contact created date

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