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27 results found

  1. Contacts: See a contact's full spend history

    5 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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    Janice Mcgrother supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    641 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Janice Mcgrother supported this idea  · 

  3. Contact | List - View 'new' contact and contact group allocation

    34 votes

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    submitted  ·  15 comments  ·  Contacts & files » Contact  ·  Admin →
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    Janice Mcgrother supported this idea  · 

  4. Reconcile - Create transaction without generating a new contact

    15 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Janice Mcgrother supported this idea  · 

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

    153 votes

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    40 comments  ·  Contacts & files » Contact  ·  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.

    Janice Mcgrother supported this idea  · 

  6. Contacts - Show aged breakdown on contact overview

    2 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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    Janice Mcgrother shared this idea  · 

  7. Invoice - Prompt Payment / Settlement Discount

    394 votes

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    submitted  ·  120 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Janice Mcgrother supported this idea  · 
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