Settings and activity
107 results found
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6 votes
Accounts Spartan
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17 votesAccounts Spartan
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128 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
Accounts Spartan
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11 votesAccounts Spartan
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4 votes
Similarly to the CTRL-click, from the list view you can use the mouse by using the left click + scroll button together to open a contact in a separate tab.
That said, appreciate if you're in a contacts record, this does mean opening another tab to search from the main contacts list.
To be honest, we don't have any immediate plans for developing the merge within a contact. It's something we'll continue to track here though, and I'll update if there's any progress to share.
Accounts Spartan
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18 votesAccounts Spartan
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9 votes
Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
Accounts Spartan
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12 votesAccounts Spartan
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105 votesAccounts Spartan
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53 votes
Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.
While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.
We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.
Accounts Spartan
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16 votesAccounts Spartan
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1,107 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Accounts Spartan
supported this idea
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29 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
Accounts Spartan
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33 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Accounts Spartan
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26 votesAccounts Spartan
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10 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
Accounts Spartan
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39 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Accounts Spartan
supported this idea
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31 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
Accounts Spartan
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97 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Accounts Spartan
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15 votesAccounts Spartan
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