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← Share and support customer ideas for Xero

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3 results found

  1. Invoice Branding - Ability to Set Payment Terms and Payment Methods at Contact Level

    1 vote

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Meehgan thanks for sharing this idea here. Appreciate having the need to have different payment terms for different contacts. While this is not an existing option in Xero, we are adding your idea to gaining support so that other members from the community are also able to add their comments and vote on this. :)

    Meehgan da Silva shared this idea  · 

  2. Client - View Contact Salutation or alternate name

    20 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.

    Meehgan da Silva supported this idea  · 

  3. XPM (New experience) - Show full details of additional contacts on Client record

    10 votes

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Meehgan da Silva supported this idea  ·