Settings and activity
38 results found
-
723 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment 
Blue Recruitment Personnel Ltd.
supported this idea
·
-
101 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
90%+ of the Xero customers don't like the new so called invoicing but as usual, Xero never listen, functionalities are being removed and/or changed for the worse under the so called "Improvements" tab and we probably going to see another price increase soon. Typical Xero.
Blue Recruitment Personnel Ltd.
supported this idea
·
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
Totally agree.
"Improvements"?
I wouldn't call improvements any of the below,just to name a few:
Price increases
Adding more steps to certain functionalities
Ignoring us completely for years ( Especially about the delete option for contacts - which is still not there )Ridiculous all together.
I'll give them minus 10 stars if I could.
-
89 votes
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
That will be great but unfortunately,Xero will just ignore this one too as they normally do with most of their users requests.
See you back here in about 5 years and this won't probably be anywhere close to implementation.
Same as the option to delete contacts. It has been requested for years and nothing happens. Typical Xero.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
147 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
Neil Blackler - users are asking for this for quite a few years now and nothing ever happens.
Xero is ignoring us completely,while they increasse their prices and anounce updates,changes,removals of functionalities that aren't broken.
Last example:
Classic invoicing is retiring in Sep 2024 being replaced with the New invoicing which is completely useless and 1000 times worse than the classic. New invoices is a lot worse than the current Classic invoiceing but Xero doesn't care.
Blue Recruitment Personnel Ltd.
supported this idea
·
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
Almost another year gone by and this is still not even close to be implemented.
Just asking Xero:
Are you planning to ignore us for another 5 years?
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
This Delete option has been asked for years and Xero keeps ignoring it.
Instead, they do have a pretty good way of charging for the software and increase prices. They never miss on payments but a delete option and other requests are ignored most of the time.
Maybe is time for some free publicity so others won't fall for this "great software"
An error occurred while saving the comment Blue Recruitment Personnel Ltd.
commented
We really need to get rid of this stupid and uselss thing.
Once again, I find myself with lots of suppliers created out of the blue and my Archived contacts list grows daily now with no use and with no option to delete any of them.
At least we should have this option to remove unnecessary data from Xero.
One day, I'll end up with thousands of useless contacts,customers,suppliers that won't ever be used with no option to delete any of them.
Noticed that quite a few other Xero users are asking for this Delete option for years now, but Xero doesn't seem to care much.
Typical Xero to ignore and act only on what they want and not what we ask.All we get is all sorts of different reasons for this not being there already and promisses that it will get done one day hopefully,while we still pay for something that, in certain cases, creates more problems that it solves.
This is a basic function which should have been there by now.
Just wondering, in wich century it will be done and why prices are increassing from next month if we are waiting for years for things to happen?
Is just not fair to keep paying for Xero while you are "thinking" of doing or not doing certain changes when required.
I can understand they cannot be done over night, but to wait years and still no chance of getting it done any time soon, it's just not acceptable,while still paying for something that creates more problems than it solves.
So annoying.
-
7 votes
Like your forward thinking, Johan.
As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account.
We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog.
Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
299 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
37 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
3 votesBlue Recruitment Personnel Ltd.
supported this idea
·
-
14 votes
Hi community, while we appreciate you raising this with us here I want to confirm that there are no plans to bring back the 'I want to be repaid' option in the Xero Accounting app. This option was connected to classic expenses which has been replaced by Xero Expenses where we have a separate app where employees can submit these expense claim type receipts through. If you're not familiar with Xero Expenses just yet, you can find more on this and how to get set up through Xero Central.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
75 votes
Hi team, while this may be something we look to do in the future unfortunately we were not able to move along with the work the team had started exploring here.
We'll move to Accepted for now and if there are any updates I'll be back to share with you all. Thanks and continue to support this idea if it's something you'd like to see.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
150 votes
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.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
169 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
240 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
241 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Blue Recruitment Personnel Ltd.
supported this idea
·
-
550 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
606 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
637 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Blue Recruitment Personnel Ltd.
supported this idea
·
-
1,327 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Blue Recruitment Personnel Ltd.
supported this idea
·
-
9 votes
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?
Blue Recruitment Personnel Ltd.
supported this idea
·
-
20 votesBlue Recruitment Personnel Ltd.
supported this idea
·
It has been almost a year and as we all know by now, Xero never listen, therefore this request will be here 10 years from now.