Settings and activity
4 results found
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24 votes
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Scott Ellis
supported this idea
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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Scott Ellis
commented
I currently work with Woods Hole Oceanographic Institution. I have 25 shipping contacts spread across 5 accounts, all with the same billing address. My data base looks like this
Woods Hole Oceanographic Institution
--Primary Person is Billing contact
--5 additional people
Woods Hole Oceanographic Institut
--Primary Person is Billing contact
--5 additional people
Woods Hole Oceanographic Instit
--Primary Person is Billing contact
--5 additional people
Woods Hole Oceanographic Ins
--Primary Person is Billing contact
--5 additional people
WHOI
--Primary Person is Billing contact
--5 additional peopleAnother example is my Canadian distributor that has ONE billing address and 5 shipping locations.
This mean I have 5 different company accounts in Zero.We do a ton of work with Universities - similar issues, one billing with multiple ship tos.
Every shipping address should have a name, email and phone # associated with the shipping address.
Please see SalesForce or QuickBooks for working examples - both offer a free trial to get you started!
Scott Ellis
supported this idea
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534 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Scott Ellis
supported this idea
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99 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Scott Ellis
commented
This would be extremely helpful. Currently I have to use another program to simply keep track of a phone number.
Scott Ellis
supported this idea
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Please make your search more expandable. In most cases I have up to 5 contact per account yet the search turns up nothing. I have to keep a separate database to look folks up.
Starting to look at options beyond Zero