Settings and activity
6 results found
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190 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
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Annette Knox
commented
I'm not the only B2C business who has multiple identical customer names and you can't have more than one of the same name in Xero. To overcome this, all that needs to be done is when creating a new contact, the account number is the unique identifier and is the CONTACT, but it shouldn't be visible in the name & address part of the invoice. The customer name and account number should both be searchable.
Annette Knox
supported this idea
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15 votes
Thanks for your feedback on the recent update of the payment section on an invoice. I've made sure to share this back with our product team and we will keep you updated if there is any further updates planned around the reference behaviour you've described, here.
Also appreciate that users that are making multiple payments would like to stay within the invoice and we have a separate idea for this here that we'll share any updates through.
An error occurred while saving the comment Annette Knox
commented
The new way of adding payments to invoices no longer remembers what you have previously written in the reference box. I write how the invoice was paid, and before, there would be a drop down based on what you have typed previously, but now I have to manually type and as I do this thousands of times per week, it is now very time consuming.
Annette Knox
supported this idea
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240 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
Annette Knox
supported this idea
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237 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Annette Knox
supported this idea
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75 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
Annette Knox
supported this idea
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776 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Annette Knox
supported this idea
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This is really getting silly now. As others have said, there are only so many times you can butcher a name to make it unique - and when sending invoices out it looks really unprofessional if you have full stops after a name or reference numbers/email addresses after the name. Not all customers have middle names. This could be solved by just having a unique customer number instead.