Settings and activity
130 results found
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59 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
Accounts Spartan
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5 votesAccounts Spartan
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2 votesAccounts Spartan
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2 votes
Hi Kathleen, it sounds like Contact Groups could help you keep track of clients you'd normally 'highlight'
This way you'd be able to quickly get a view of the different contact groups when looking to set up or send invoice reminders?
Accounts Spartan
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3 votesAccounts Spartan
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2 votes
Hi Julie, could you explain a little more the scenarios in which you'd be looking to make use of a this sort of functionality?
At present - if the transactions has originally be assigned to the wrong contact this can be edited.
Understanding more of the use case may help us find another solution for you here, although I don't want to be open that we don't have plans for enabling transfers between contacts.
Accounts Spartan
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2 votesAccounts Spartan
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2 votesAccounts Spartan
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5 votesAccounts Spartan
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8 votesAccounts Spartan
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6 votesAccounts Spartan
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3 votesAccounts Spartan
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3 votesAccounts Spartan
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3 votes
Hi Andrea, if you'd like to have a field to enter your SAP # into you could look to save this as the Item Code for inventory you set up in your org. You can search items from products and services in Xero , and export your inventory items so you'd be able to export all item codes if this is where you save your SAP #.
If you're looking for the step further of being able to scan inventory into the system - this isn't something we're looking to develop for and you can see more on this from the idea here
Accounts Spartan
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5 votesAccounts Spartan
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10 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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5 votesAccounts Spartan
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2 votesAccounts Spartan
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5 votesAccounts Spartan
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4 votes
Hi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
Accounts Spartan
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