Settings and activity

4 results found

1. Contacts - Clickable phone number in contacts

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   submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kelvin Chaisson supported this idea  ·  10 December, 2023

2. Contacts - Add a Job Title field

   78 votes

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

   Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

   Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

   If there is any plans made around this we will update you of this, here.

   Kelvin Chaisson supported this idea  ·  10 December, 2023

3. Contacts - Option to put a Stop/Credit Hold on customer accounts

   44 votes

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   submitted  ·  19 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kelvin Chaisson supported this idea  ·  10 December, 2023

4. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Kelvin Chaisson supported this idea  ·  10 December, 2023
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   Kelvin Chaisson commented  ·  10 December, 2023  ·  Edit…  ·  delete…

   Y'all have to take this seriously and give us this most needed option. Come on guys!

   Save Submitting...