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134 results found

  1. Contacts - Smart list outstanding more than 90 days

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  2. Contacts - Form to request & capture details of a new customer or supplier

    29 votes

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    submitted  ·  13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  3. API - Update all Contact fields via the API

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  4. Invoice Reminders Report - Date and email sent to

    16 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  5. Contacts - Tab to view associated Projects

    8 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  6. Contacts - Clickable phone number in contacts

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  7. Contacts - Compact view to reduce white space

    10 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  8. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    27 votes

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    submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  9. Contacts - Add a Job Title field

    80 votes

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    13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

    Derek Middleton supported this idea  · 

  10. Contacts - Show Payment Terms by Contact

    14 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  11. Invoice reminders - Option to send copy to self

    55 votes

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    15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

    Derek Middleton supported this idea  · 

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

    148 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

    While this request is not in the pipeline, that does not mean the need has gone unnoticed.

    Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

    We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

    Derek Middleton supported this idea  · 

  13. Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to

    15 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  14. Contact - Ability to add date of birth

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

  15. Customer Statement - Automated statements for contacts

    535 votes

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    139 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Derek Middleton supported this idea  · 

  16. Sales - Ability to request remittance from customers

    8 votes

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    2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders? 

    Derek Middleton supported this idea  · 

  17. Contacts - View all transactions history & notes from contact record

    35 votes

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.

    You'll find with the report you can filter, search and view history and notes across all areas of Xero.

    We are continuing to watch the engagement and support for this idea, and will share if there are any updates.

    Derek Middleton supported this idea  · 

  18. Contacts - Option to put a Stop/Credit Hold on customer accounts

    45 votes

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    submitted  ·  19 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

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

    24 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 

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

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derek Middleton supported this idea  · 
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