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

    162 votes

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    42 comments  ·  Contacts & documents » 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.

    Jean Granato supported this idea  · 

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

    24 votes

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    7 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're coming back to shift this idea to In development as we're in the process of releasing modernised bill view and edit pages that incorporate he ability to add your contact's details on the fly.

    Coupled with our other extraction methods(email to bills, upload bills and smart document capture), this should make entering, reviewing and approving your bills quicker than ever 😊

    I'll swing back to confirm once this is released.

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    Jean Granato commented  · 

    Adding complete contact details when creating invoice as well!

    Jean Granato supported this idea  ·