Settings and activity
4 results found
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78 votes
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Celeste Zanoli
supported this idea
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1,250 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Celeste Zanoli
supported this idea
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An error occurred while saving the comment Celeste Zanoli
commented
Product Idea: Multi-Address Dropdown for Client Invoicing and Delivery
Overview
Create a feature within invoicing and order management systems that allows users to assign multiple predefined delivery addresses to a single client using a dropdown menu. This streamlines operations for suppliers who serve large clients with multiple store or branch locations.Problem
Suppliers with clients operating multiple locations (e.g., retail chains, franchise groups, regional warehouses) often struggle with:Manually entering delivery addresses on each invoice or order.
High risk of errors, missed deliveries, or misallocated stock.
Wasted time in repeatedly typing or copying addresses.
Solution
Add a “Delivery Address” dropdown menu to client profiles in the invoicing/delivery system. Each client can have a list of saved delivery addresses tagged by location name (e.g., “Downtown Store,” “Warehouse #2”).Key Features
Client profile enhancement to store multiple delivery addresses.Dropdown field on invoice/order forms that auto-fills the selected address.
Custom labels for each address to easily identify locations.
Optional default delivery address per client (with override option).
Export/reporting support to track deliveries by address/location.
Target Users
Wholesalers and distributorsManufacturers supplying chain stores
Any B2B operation with clients owning multiple locations
Benefits
Saves time and improves accuracy.Reduces administrative burden and manual errors.
Improves client satisfaction through smoother logistics.
Scales efficiently with growing client needs.
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13 votes
An error occurred while saving the comment Celeste Zanoli
commented
Good day
This will be a super useful and time saving feature
Please implement ASAPCeleste Zanoli
supported this idea
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225 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Celeste Zanoli
commented
Product Idea: Group Email Feature for Client Communication without sending an invoice.
Overview:
The proposed product idea aims to enhance client communication within Xero by introducing a group email feature. This feature allows users to send targeted emails to specific client groups without the necessity of sending invoices, streamlining communication processes, and improving client engagement.
Key Features:
Contact Group Selection: Users can create and manage client groups within the Xero interface. These groups can be based on various criteria such as service type, tax category (Provisional tax client reminders as example), industry, or any custom classification.
Group Email Composition: Within Xero, users can compose emails tailored to specific client groups. Pre-defined email templates can be utilized for common communication scenarios such as reminders, updates, or requests for documentation.
Additionally, customization options allow users to tailor the message content to suit the unique needs of each client group.
Schedule and Send: Users have the option to schedule emails for future delivery based on preferred timing or specific deadlines. Automated reminders can also be set up for recurring communication tasks, ensuring timely client engagement.
Benefits:
Time Efficiency: Streamlining client communication processes saves time and resources for accounting professionals, enabling them to focus on core tasks and client relationships.
Enhanced Client Engagement: Targeted and personalized emails foster stronger connections with clients, leading to improved satisfaction, loyalty, and retention.
Compliance and Accuracy: Centralized communication within the accounting software ensures consistency, compliance with regulatory requirements, and accurate record-keeping.
Competitive Advantage: The group email feature distinguishes the accounting software by offering a comprehensive solution for client communication, attracting new users and retaining existing ones.
Scalability: As the user's client base grows, the feature accommodates increasing communication needs without compromising efficiency or effectiveness.
Implementation Considerations:
User Interface: Design an intuitive and user-friendly interface for creating, managing, and sending group emails within the Xero accounting software platform.
Integration: Ensure seamless integration with existing features and functionalities of the accounting software, maintaining consistency and ease of use for users.
Security: Safeguard sensitive client data and communications, adhering to industry standards and regulations.
By incorporating the group email feature into Xero, users can elevate their client communication capabilities, streamline workflows, and ultimately drive greater efficiency and client satisfaction.Celeste Zanoli
supported this idea
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Product Idea: Support for Multiple Addresses per Contact in Xero DO NOT CHANGE ADDRESS DETAILS OF APPROVED INVOICES
Problem Statement:
Currently, Xero only allows a single set of address fields per contact. When users update a contact's address—such as for delivery purposes on an invoice—it retroactively updates all past documents associated with that contact. This behavior is problematic for accounting accuracy, particularly for supply chain customers, because:
Historical Integrity: Invoices and documents are legal records that must reflect the address used at the time of issue. Retroactively updating the address compromises the legal and audit trail.
Operational Disruption: Supply chain businesses often ship to multiple delivery locations for the same customer. Without address flexibility, users must choose between creating duplicate contacts (which leads to data clutter) or losing historical accuracy.
Proposed Solution:
Introduce multi-address support per contact, with the following features:
Default Address Types: Allow users to store multiple addresses under a contact—e.g., Registered, Billing, Shipping, Custom Labels.
Per-Document Address Selection: When creating invoices, bills, or quotes, users can select the relevant address from a dropdown tied to the contact.
Immutable Document Addresses: Once a document is finalized or approved, the address on that document becomes locked and preserved as part of the historical record—even if the contact’s addresses are edited later.
Audit Trail Compliance: Ensure that changes to contact details are versioned or logged for audit purposes, without affecting past documents.
Benefits:
Aligns with proper accounting and legal documentation standards.
Reduces the need for duplicate contacts for customers with multiple delivery addresses.
Enhances usability for businesses in logistics, distribution, and supply chain sectors.
Preserves historical accuracy for reporting and compliance.
Thank you for considering this enhancement. It would have a significant positive impact on the integrity of accounting data and user efficiency within Xero.