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27 results found

  1. Contacts - Ability to copy a contact

    33 votes

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    4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  2. Contacts - Save and exit

    4 votes

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

    Hi Vashte, appreciate change can take a little getting used to.

    However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section. 

    The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit. 

    Emelie Bankston supported this idea  · 

  3. Contacts - Allow duplicate contact names

    154 votes

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    81 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, 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 support for duplicate 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 I will update you here as soon as there's more work to share.

    Emelie Bankston supported this idea  · 

  4. Contacts - Warning if entering contact simliar to existing

    54 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  5. Contacts - Permanently delete if no records

    134 votes

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    submitted  ·  61 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  6. Contacts - Set default settings when adding new contacts

    15 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  7. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Emelie Bankston supported this idea  · 
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