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Settings and activity

131 results found

  1. Contacts - Option to choose column to sort by

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  2. Contacts - Option to put a Stop/Credit Hold on customer accounts

    20 votes

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    submitted  ·  6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  3. Contacts - View unallocated Overpayment/Prepayment/Credit at a glance

    34 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. Quotes - Access to contacts and adding details

    42 votes

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    19 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  5. Xero Mobile App - List contact transactions in Date order, newest first

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  6. Bank Reconciliation - Contact match by additional contact details

    11 votes

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    4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  7. Contact report / export - Including credit limits and terms

    87 votes

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    submitted  ·  20 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  8. Contacts - Add a Title field for Mr, Mrs, Dr, etc.

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  9. Contacts Merge - Options to open contact record in a separate browser tab when searching

    3 votes

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

    Hi Freya, maybe slightly different to the flow you're used to here. From the Contacts list you could search and then hold down Ctrl and click on the contacts you'd like to look into closer. This'll open each in a separate tab so you can inspect them before you select the contacts you'll merge? 

    Accounts Spartan supported this idea  · 

  10. New Invoices Issue - New Contact search address by postcode

    12 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  11. Sales - Ability to request remittance from customers

    5 votes

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

    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? 

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  12. Contacts - Birthday notification

    11 votes

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    2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  13. Email Templates - Add image and hyperlinks

    41 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  14. Contact List - Viewing notes from the Contact List

    49 votes

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    submitted  ·  10 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  15. Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to

    14 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  16. Customer Statement - Automated statements for contacts

    383 votes

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    submitted  ·  89 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  17. Contacts - Add the File icon back to the Contacts transactions list

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  18. Invoicing - Show Delivery Address on invoices by default

    16 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  19. Invoices - Ability to show recurring invoices within the Contacts page

    21 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  20. Sales invoice - Don't auto update email of contact

    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

    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 supported this idea  · 
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