Settings and activity
4 results found
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10 votes
Hi everyone, thanks for sharing this idea. We understand that having a quicker way to return to recent searches could help when moving between clients, transactions, and reports.
The suggestion is to add a recent search history dropdown in the global search bar, making it easier to revisit previous searches without re-entering the same details.
For now, opening commonly used items in separate browser tabs can help you move between workflows without losing your place. We’ll continue tracking this idea here so the community can share feedback and use cases to help shape future improvements.
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Kayleigh Dowsett
supported this idea
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1,294 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Kayleigh Dowsett
supported this idea
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126 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
An error occurred while saving the comment Kayleigh Dowsett
commented
In the financial details section of 'Edit Contact' it would be useful to have additional fields to record bank details of international companies. For example a field for SWIFT/BIC code and for IBAN number. Currently entering international bank details in the 'notes' box under 'business information'
Kayleigh Dowsett
supported this idea
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73 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
An error occurred while saving the comment Kayleigh Dowsett
commented
This would be an invaluable update to Xero. Recently moved from Sage50 and really miss it.
Kayleigh Dowsett
supported this idea
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Another vote for having a 'recent searches' or search 'history' feature in the big, blank space below the search bar. It would save a lot of time re-typing or flicking between tabs. Even better if the search bar was available at the top of the screen to type directly in to rather than clicking the magnifying glass to open the typing bar. Please consider making this improvement.