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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  ·  For small businesses » Business features  ·  Admin →
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    Janice Mcgrother supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    626 votes

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

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Janice Mcgrother supported this idea  · 

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

    33 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  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  ·  For small businesses » Accounting features  ·  Admin →
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    Janice Mcgrother supported this idea  · 

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

    148 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  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  ·  For small businesses » Contacts & communication  ·  Admin →
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    Janice Mcgrother shared this idea  · 

  7. Invoice - Prompt Payment / Settlement Discount

    390 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Janice Mcgrother supported this idea  · 
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