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← Share and support customer ideas for Xero

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4 results found

  1. Contacts - Bulk Archive option if inactive for an extended time

    62 votes

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    submitted  ·  15 comments  ·  Contacts & files » Contact  ·  Admin →
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    Alicia Stephenson supported this idea  · 
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    Alicia Stephenson commented  · 

    This is absolutely essential!

  2. Contacts - Warning if entering contact simliar to existing

    119 votes

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    submitted  ·  40 comments  ·  Contacts & files » Contact  ·  Admin →
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    Alicia Stephenson commented  · 

    Xero currently does not identify a contact as a duplicate if the contact has been archived and another one is being created with the same name.

    Some people have thousands of contacts so this isn't something that we can manually check before we create a new contact.

    It would be much better if Xero advised you that there was an archived contact with the same name when you are creating a new contact - then we could just restore the previous contact, and all of our purchases (or sales) would be in the same correct contact. This would also improve reporting and analysis functions.

    Alicia Stephenson supported this idea  · 

  3. Contacts - Allow multiple addresses for a single contact record

    1,435 votes

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    513 comments  ·  Contacts & files » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Alicia Stephenson supported this idea  · 

  4. Homepage - Allow custom or extended timeframes (12+ months) for Cash In and Out widget

    19 votes

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    6 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there, thanks for the suggestion!


    You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.


    While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.


    I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe

    Alicia Stephenson supported this idea  ·