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5 results found

  1. Dashboard | Tax & Reporting - controlled by Subscriber/Partner

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sara Foster supported this idea  · 

  2. Contact creation - Restrict or confirm new contact

    31 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Sara Foster commented  · 

    I'd like to see a tickbox that prevents users from creating a new contact, much like the tick box that restricts the adding of a new bank account.

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    Sara Foster commented  · 

    I've got a massive tidy-up going on because somebody junior within the accountant's office creates a new contact every time a payment comes in, AND my client can't spell, so it doesn't flag that the contact should not be there. I have to go through the entire file and merge up to 7 names per contact. Junior people should not be able to set up a new contact in my opinion.

    Sara Foster supported this idea  · 

  3. Dashboard - Show Purchase Orders

    58 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    Sara Foster commented  · 

    As a Xero Partner and trainer, I am aware that clients need a quick way to see their upcoming committed costs. Please give us the option to put this on our Dashboard.

    Sara Foster supported this idea  · 

  4. GST | Re-registering - Pick start date

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Sara Foster supported this idea  · 

  5. Contacts - Auto generate Account Number for a New Contact

    107 votes

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    28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

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    Sara Foster commented  · 

    Also we used to be able to sort by Account number and we no longer can. Please bring this feature back ! Thanks Xero

    Sara Foster supported this idea  ·