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Settings and activity

131 results found

  1. Export Invoices - Include Phone Numbers in CSV

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  2. Contact - Select 'TPAR Reportable' when adding contact

    10 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  3. Contract management

    6 votes

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. Contacts - Optional average to invoiced amount auto-check

    2 votes

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

    Thanks for the interest in the idea here. As noted in my last update Contact Credit Limits might help some situations but we appreciate may not suit all needs. We don't have any direct change planned for this feature atm, but we'll continue to monitor the interest around this and share if there's any progress with you all, here. 

    Accounts Spartan supported this idea  · 

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

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  6. Projects | Contacts - Ability to select persons to Include in emails

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  7. Contact | Copy & paste phone numbers when adding or editing a contact

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  8. Contacts - Combine Add/Remove group options

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  9. Contacts - Set default settings when adding new contacts

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  10. Contact - Include contact phone number on invoices and quotes

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  11. Contact Record - View BSB and Account Number seperately

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  12. Contact | View recent invoices/bills - set default date range

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  13. Contacts - Include account number or email address in exports

    8 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 

    Accounts Spartan supported this idea  · 

  14. Contacts - Being able to re-assign contacts in "All" to "Customers" or "Suppliers"

    9 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  15. CIS Return - Notification of change

    17 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  16. Contact | Merge - Carry through Gocardless mandates if archiving a contact through merge

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  17. Contacts - Export formatted contact details (like PDF)

    2 votes

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

    Thanks for the extra detail, Ross and apologies I never rounded back on this here. While we also don't have plans for creating a report that includes all the detail from a contacts record atm I've slightly adjusted the title of your idea here and we'll continue to track interest in this here. If any plans are made down the line I'll be sure to let you know on the idea here.

    Accounts Spartan supported this idea  · 

  18. Sales Invoices - Archive Paid Invoices when contact archived

    6 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  19. Contact | List view - View mobile when no phone number

    5 votes

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

    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.

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  20. Contact Record - Add Description column to Activity page

    11 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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