Settings and activity
127 results found
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7 votes
Derek Middleton
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8 votesDerek Middleton
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4 votes
Hi Liew,thanks for raising this. We can see how having a dedicated field for e-invoicing IDs on a contact would make things easier, especially when you're managing different ID types and need a quick way to reference them.
At the moment, you can enter specific IDs like the BRN, but there’s no option to add a custom or more general ID type.
This idea’s now in the Gaining Support stage. Your input helps us get a better sense of how useful this would be across the wider Xero community, and feeds into how we prioritise updates. We’ll share more here when there’s progress.
Derek Middleton
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3 votes
Hey all, just a quick update on this.
Although we don't have any plans for this right now, feel free to share this idea with any colleagues that this could benefit so they can add their votes and comments to share how this might be useful to them, too.
Derek Middleton
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4 votes
Hey Steve, thanks for raising this idea around the ‘Use as billing address’ checkbox resetting when a contact is edited.
Keeping the checkbox selected unless intentionally changed would make things quicker, easier, and less error-prone when updating contact details.
We’ve now moved the idea into the Gaining Support stage. That means it’s open for votes and comments, and we’ll be keeping an eye on the demand as feedback comes in. The community input helps the team gauge what matters most to our users.
Derek Middleton
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6 votesDerek Middleton
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26 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
Derek Middleton
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7 votes
Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.
Derek Middleton
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47 votesDerek Middleton
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4 votes
Hi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We've also found a similar idea that relates to invoicing, so we've added your vote there too.
Derek Middleton
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14 votesDerek Middleton
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12 votesDerek Middleton
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154 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Derek Middleton
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15 votesDerek Middleton
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3 votes
Hi, thanks for sharing your feedback about this.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Derek Middleton
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7 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
Derek Middleton
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100 votesDerek Middleton
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69 votesDerek Middleton
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7 votes
Hey Steve, thanks for sharing this idea. We get that it’s an extra step having to create a job sheet in another tool after you’ve already prepared the quote in Xero, and how a more streamlined flow would save you time.
One option for now is to use Xero Projects to track time and expenses against your work. While we know this doesn't give you that specific printable job sheet for your team on the go, it's the best way to manage the work in Xero right now. Another user has also helpfully highlighted how they use quote templates to create job sheets in Xero.
Alternatively, as you’ve mentioned, there are options on the Xero App Store that may provide the solution you’re looking for here.
We're keeping an eye on the conversation and votes here, so please continue to share your thoughts.
Derek Middleton
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16 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Derek Middleton
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