Settings and activity

2 results found

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

   158 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   41 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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.

   Jean Granato supported this idea  ·  12 July, 2023

2. Bills: Add contact - Enter full details from transaction

   20 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   7 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the fly that I'd encourage those interested to vote for.

   It's best for us to have a separate idea created for each suggestion and feature you'd like to see that idea developed - Noting some of the feedback around invoicing here we had a previous idea that we updated with some of updates we made but if there's fields not yet available you'd like start a new idea for this that we can track and keep you updated on. Thanks!

   Hi team, returning to the idea here there are some updates we'd like to share that may accommodate some users needs here.

   You can now Upload bills to your organisation where Xero will read and capture key details of your file to create a draft bill. Saving you manual entry. Once your draft bill is created you can quick view (click the eye icon) and edit details of the Bill before approving including the ability to edit and add details of your contact on the fly.

   When editing a contact you'll be able to add or edit details including Contact name, Email, Phone, Delivery and Billing address.

   This isn't currently possible when manually entering bills and we'll leave this idea open to continue tracking and updating you through.

   I've also created a new idea to get a sense of interest in being able to add supplier bank details on the… more

   An error occurred while saving the comment
   Jean Granato commented  ·  12 July, 2023  ·  Edit…  ·  delete…

   Adding complete contact details when creating invoice as well!

   Save Submitting...
   Jean Granato supported this idea  ·  12 July, 2023