Settings and activity

10 results found

1. Contact | Ability to add phone number for persons of a contact record

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

   Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

   Lisa Barnett supported this idea  ·  21 August, 2023

2. Contacts - Ability to export/import additional notes

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   submitted  ·  23 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

3. Contacts - Allow multiple addresses for a single contact record

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   329 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Lisa Barnett supported this idea  ·  21 August, 2023

4. Purchase Order - Link Purchase Order to Bill

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   submitted  ·  40 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

5. Invoice reminder - Auto include PDF of invoice

   63 votes

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   submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

6. Customer Statement - Send an overdue invoice statement

   279 votes

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   submitted  ·  26 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

7. Xero Expenses - Set a default mileage rate for reimbursement

   96 votes

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   submitted  ·  38 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

8. Invoice / Bill - Copy to a Credit Note

   102 votes

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   14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

   If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

   Lisa Barnett supported this idea  ·  21 August, 2023

9. Tracking - Ability to bulk Archive categories

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   submitted  ·  49 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lisa Barnett supported this idea  ·  21 August, 2023

10. Bills - Flag a Bill as 'in dispute / query'

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    223 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

    As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

    We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

    I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

    Lisa Barnett supported this idea  ·  21 August, 2023