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11 results found

  1. Sales invoices | Import - Option to create based on Customer Account number

    13 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Katherine Sherrill commented  · 

    can you please add customer invoice number to sales invoice import template ?

    Katherine Sherrill supported this idea  · 

  2. Invoices | Export to include customer number and VAT number

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Katherine Sherrill shared this idea  · 

  3. Invoices - Reuse invoice number if voided

    149 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  4. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  5. Contacts - Export contact group

    49 votes

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    submitted  ·  24 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  6. Invoices/Bills - Don't update contact address for existing invoices

    83 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  7. Contacts - Compact view to reduce white space

    10 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  8. Contacts - Option to exclude contacts from marketing notification

    5 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

  9. Contacts - Sort by Contact account number

    24 votes

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Katherine Sherrill supported this idea  · 

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

    148 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  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.

    Katherine Sherrill supported this idea  · 

  11. Contacts - Include account number or email address in exports

    9 votes

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    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation. 

    This will include Account Number, email - See our article here. 

    Can you expand a little more on what you're meaning by date and amount? Thanks 

    Katherine Sherrill supported this idea  ·