Settings and activity
97 results found
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8 votes
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
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6 votesAccounts Spartan
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9 votesAccounts Spartan
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7 votesAccounts Spartan
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23 votes
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
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8 votesAccounts Spartan
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18 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
Accounts Spartan
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6 votesAccounts Spartan
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9 votesAccounts Spartan
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17 votesAccounts Spartan
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9 votes
Hi team, coming back to the idea here and considering the lack of support this idea has received since initially started in 2022 we'll soon remove this from the forums.
We appreciate the needs that have been shared in a feature of this kind however want to be upfront that this isn't something we have any near terms plans for developing within Xero. As noted in previous updates would recommend exploring what's available to accommodate your needs in the Xero app store. Thanks
Accounts Spartan
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8 votesAccounts Spartan
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10 votesAccounts Spartan
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15 votesAccounts Spartan
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18 votesAccounts Spartan
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12 votesAccounts Spartan
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21 votesAccounts Spartan
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9 votesAccounts Spartan
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9 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
Accounts Spartan
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17 votesAccounts Spartan
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