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  1. Bills/Invoices - Notes preview

    14 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Alty commented  · 

    An icon to show that a note has been left on a quote. See attached.

    This is a screenshot from the quotes section, and I have added a notes symbol.

    When scrolling through quotes, it will show other people, or a reminder for yourself, that there is a note on that quote, which saves them having to click through each one to check for a note.

    In addition to this, the icon could be interractive, so if you hover over it, the note pops up so you can 'quick view', which again, will save time.

    Andrew Alty supported this idea  · 

  2. Contacts - Warning if entering contact simliar to existing

    60 votes

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    submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Andrew Alty commented  · 

    There has been countless times where I manually input an order we have received from a repeat buyer, and only after I fill out the company name, primary person, contact details, address, and then click save, it informs me that 'Contact name must be unique'.

    Coming from Quickfile, this has a feature which would automatically detect the contact/comapny name already exists within your contacts, so saves you having to input all the above information.

    Would it be possible to have a feature like this added to Xero?