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107 results found

  1. Contact | List - View 'new' contact and contact group allocation

    39 votes

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    submitted  ·  17 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accounts Spartan supported this idea  · 

  2. Contact | Merge - Retain contact and financial details

    7 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  3. Contacts - Seperate customer mailing lists

    5 votes

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    3 comments  ·  Contacts & files » Contact  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

    Accounts Spartan supported this idea  · 

  4. Contact Groups - Ability to set defaults to be applied per group

    6 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  5. Contacts - Search additional people on a contact record

    24 votes

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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  6. Contacts - Trigger Manual entry warning after save & close

    5 votes

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    submitted  ·  2 comments  ·  Contacts & files » Contact  ·  Admin →
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  7. Xero Mail - Add email signature with company logos to sent emails

    25 votes

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    submitted  ·  9 comments  ·  Users & setup » Navigation  ·  Admin →
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  8. Contacts- Edit a file name

    8 votes

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    submitted  ·  1 comment  ·  Contacts & files » Contact  ·  Admin →
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  9. Contacts - Search description across customer activity for products sold

    7 votes

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

    Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.  

    Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report. 

    However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂

    Accounts Spartan supported this idea  · 

  10. Contacts - Add fields for Primary/Secondary/Other contacts

    8 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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  11. Bills - Payment method shown on Bills (DD, BACS)

    214 votes

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    submitted  ·  69 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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  12. Contact - Save and add another

    6 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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  13. Contacts - Show Payment Terms by Contact

    15 votes

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    submitted  ·  3 comments  ·  Contacts & files » Contact  ·  Admin →
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  14. Contacts - Add more than 5 additional people

    53 votes

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    submitted  ·  25 comments  ·  Contacts & files » Contact  ·  Admin →
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  15. Contacts - 'Are you sure' alert when deleting Files

    12 votes

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    submitted  ·  4 comments  ·  Contacts & files » Contact  ·  Admin →
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  16. Contacts - Auto generate Account Number for a New Contact

    158 votes

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    41 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

    While this request is not in the pipeline, that does not mean the need has gone unnoticed.

    Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

    We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

    Accounts Spartan supported this idea  · 

  17. Contacts - Add Sales Tax Exemption field to import/export file

    4 votes

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    submitted  ·  0 comments  ·  Contacts & files » Contact  ·  Admin →
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  18. Contacts - Option to put a Stop/Credit Hold on customer accounts

    54 votes

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    submitted  ·  21 comments  ·  Contacts & files » Contact  ·  Admin →
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  19. Contacts - View unallocated Overpayment/Prepayment/Credit at a glance

    40 votes

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    submitted  ·  6 comments  ·  Contacts & files » Contact  ·  Admin →
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  20. Quotes - Access to contacts and adding details

    58 votes

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    24 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.

    I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.

    Accounts Spartan supported this idea  · 
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