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Settings and activity

131 results found

  1. Contact | Merge - Retain contact and financial details

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Accounts Spartan supported this idea  · 

  2. Contacts - Seperate customer mailing lists

    4 votes

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    2 comments  ·  For small businesses » Contacts & communication  ·  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  · 

  3. Files - Separate locations for contact related documents vs financial related documents

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. Contacts - Receive payment from customer contact page

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  5. Contact Groups - Ability to set defaults to be applied per group

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  6. Recent Bills report - Reinstate "View recent bills report"

    2 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  7. Contacts - Search additional people on a contact record

    18 votes

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    5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  8. Contacts - Trigger Manual entry warning after save & close

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  9. Xero Mail - Add email signature with company logos to sent emails

    17 votes

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  10. Contacts - label files

    3 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  11. Contacts - Search description across customer activity for products sold

    6 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  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  · 

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

    2 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  13. Bills - Payment method shown on Bills (DD, BACS)

    132 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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  14. Files - Allow uploads to client organisations

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  15. Contact - Save and add another

    4 votes

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  16. Contacts - Show Payment Terms by Contact

    13 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  17. Contacts - Add more than 5 additional people

    13 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  18. Contacts - 'Are you sure' alert when deleting Files

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  19. Contacts - Auto generate Account Number for a New Contact

    122 votes

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    32 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    Accounts Spartan supported this idea  · 

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

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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