Settings and activity

4 results found

1. Contact - Save and add another

   6 votes

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

   Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂

   Karen MacPherson shared this idea  ·  04 April, 2023

2. Bills: Add contact - Enter full details from transaction

   20 votes

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   7 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the fly that I'd encourage those interested to vote for.

   It's best for us to have a separate idea created for each suggestion and feature you'd like to see that idea developed - Noting some of the feedback around invoicing here we had a previous idea that we updated with some of updates we made but if there's fields not yet available you'd like start a new idea for this that we can track and keep you updated on. Thanks!

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the… more

   Karen MacPherson supported this idea  ·  04 April, 2023

3. Contacts - Warning if entering contact simliar to existing

   115 votes

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   submitted  ·  38 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Karen MacPherson supported this idea  ·  04 April, 2023

4. Contact List - Viewing notes from the Contact List

   53 votes

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   11 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.

   While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.

   We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.

   Karen MacPherson supported this idea  ·  04 April, 2023