Settings and activity
3 results found
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52 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
An error occurred while saving the comment -
230 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
Sara Jensen
supported this idea
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An error occurred while saving the comment Sara Jensen
commented
100% agree that we need this feature. We're just in the process of switching everything to be done electronically with invoicing so there's no paper involved, not having this feature doesn't help. We either have to set a reminder in the calendar or print out the bill and put in a bring up file, neither way is that efficient.
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1,087 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Sara Jensen
supported this idea
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Adding my support to be able to manually change a Xero defaulted customer to supplier and vice versa. I've got a supplier that has hundreds of bills against them and only a couple of invoices (for small amounts as parts of a claims process) and they're catergorised as a customer. Crazy there's no override in the contact edit page!