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  1. Contact - Sub Categories

    15 votes

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

    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. 

    Louise Middleton supported this idea  · 
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    Louise Middleton commented  · 

    We would love to have a Sub Contact, as we have clients that need to invoice different branches under the same client. The addresses and contact numbers are all different, but we would need 1 combined statement showing all the invoices for the brances on the Main Contact Statement for payment.

  2. Xero Accounting app - Ability to send statements from the mobile app

    38 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Louise Middleton supported this idea  · 
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    Louise Middleton commented  · 

    It would be great to have the following available on the Mobile App:
    1. Send Customer Statements
    2. Convert a Quote to a Draft Invoice.