Settings and activity
9 results found
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37 votes
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Trung G
supported this idea
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9 votes
An error occurred while saving the comment Trung G
commented
this is the most basic of customer data that should be available in your reports for users. Other systems do have these reports
Trung G
supported this idea
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95 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
An error occurred while saving the comment Trung G
commented
Yes I totally agree. This should be a basic report listing one of your most essential part of the business. Your Customers. Please implement ASAP.
Trung G
supported this idea
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198 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Trung G
supported this idea
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2 votesTrung G
shared this idea
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55 votesTrung G
supported this idea
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128 votes
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.
Trung G
supported this idea
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An error occurred while saving the comment Trung G
commented
Other Accounting Systems have an auto generated ID field for creation of new contacts. Xero needs to catch up with the times and get this implemented ASAP
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505 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Trung G
supported this idea
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An error occurred while saving the comment Trung G
commented
Other Accounting Systems have opitons to create Custom Fields for contacts, customers, invoices, payments received, etc..Please implement ASAP
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7 votes
An error occurred while saving the comment Trung G
commented
Yes please. Also functionality to support Maximum Amount allowed for Direct Debit for each Customer. Clients in financial difficulties due to increasing living and day to day costs.
Trung G
supported this idea
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Customers should not be restricted to just one payment gateway option. Stripe caters for all payment methods including BECS Direct Debit. Why be restrcted to one option being GoCardless. Hopefuly this gets implemented very soon and not have to wati for years.