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107 results found

  1. Contact - Font color

    8 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Todd, have you seen credit limits? These will allow you to set a limit to how much spending a customer can make with your business. When they reach that limit you can also choose whether to restrict invoicing for that customer. This may help with the scenario you're noting here.

    Accounts Spartan supported this idea  · 

  2. E-Invoicing - Automate Xero Network connection when company details match

    5 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sorry we have not engaged with this idea before now. I'm pleased to confirm that this idea is already a feature within Xero.

    If a user is in an eInovicing region(AU, NZ or UK) and has registered to receive eInvoices, once you add them as the Contact to your invoice the option to 'Send as an eInvoice' will appear.

    For non-eInvoicing regions the option to send via the Xero network is available and your customer will be able to share their Xero network key with you to send with this option - This option is currently available from the Awaiting Payments list screen, however we're currently developing the ability to send with the Xero Network from within an invoice and you can stay updated on this delivery here.

    Accounts Spartan supported this idea  · 

  3. Contacts - Pull client's contact detail from WhatsApp

    6 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  4. Xero Network - Ability to share Xero to Xero key link

    9 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accounts Spartan supported this idea  · 

  5. CIS - Verify Subcontractor without specifying CIS rate

    7 votes

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    submitted  ·  0 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Accounts Spartan supported this idea  · 

  6. Contact invoices - Select invoices to be paid on the contact page and not in the Awaiting Payment section of Invoices

    20 votes

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    6 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your feedback on being able to pay invoices and bills directly from the contact page.

    This isn’t something that’s on our current roadmap for invoicing, bills or payments. Right now we’re focused on other improvements in these areas, so there’s no planned work or timeframe we can share for adding a bulk “pay / receive payment” option from the contact view ⭐

    If this changes and the idea moves onto the roadmap, we’ll post an update on the Product Ideas page first so you can follow along:

    Accounts Spartan supported this idea  · 

  7. Organisation Details - Add Instagram organisation field

    7 votes

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    submitted  ·  1 comment  ·  Users & setup » Navigation  ·  Admin →
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    Accounts Spartan supported this idea  · 

  8. Reconcile - Create transaction without generating a new contact

    17 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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  9. Contacts - Improve UK Postcode Lookup

    6 votes

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    submitted  ·  2 comments  ·  Contacts & files » Contact  ·  Admin →
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  10. Export Invoices - Include Phone Numbers in CSV

    9 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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  11. Contact - Select 'TPAR Reportable' when adding contact

    16 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Accounts Spartan supported this idea  · 

  12. Contract management

    9 votes

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    2 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here. 

    We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.

    Accounts Spartan supported this idea  · 

  13. Contacts - Ability to save 'Attention to' only for Billing or Postal address

    8 votes

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    submitted  ·  3 comments  ·  Contacts & files » Contact  ·  Admin →
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  14. Projects | Contacts - Ability to select persons to Include in emails

    8 votes

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    submitted  ·  0 comments  ·  Projects & tracking » Projects  ·  Admin →
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  15. Contact | Copy & paste phone numbers when adding or editing a contact

    4 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  16. Contacts - Set default settings when adding new contacts

    15 votes

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    submitted  ·  2 comments  ·  Contacts & files » Contact  ·  Admin →
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  17. Contact - Include contact phone number on invoices and quotes

    18 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Accounts Spartan supported this idea  · 

  18. Contact | View recent invoices/bills - set default date range

    5 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  19. Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"

    12 votes

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    submitted  ·  5 comments  ·  Contacts & files » Contact  ·  Admin →
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  20. CIS Return - Notification of change

    19 votes

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    submitted  ·  4 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Accounts Spartan supported this idea  · 
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