Settings and activity
3 results found
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37 votes
Thanks so much for supporting this idea and helping keep the conversation going! 🙌
This is now open for votes and comments. If you’ve faced this while managing your contacts, we’d love to hear about your workflow. How would seeing a contact’s group and last-used or last-transaction date help you spot inactive contacts or decide which ones to archive? Any examples or additional thoughts are welcome. Your votes and comments help us gauge community interest and better understand what would make the biggest difference for customers.
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Debra Cachia
supported this idea
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63 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
Debra Cachia
supported this idea
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258 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.Â
An error occurred while saving the comment Debra Cachia
commented
It would be great if Xero had an option to add an apprentice tab. including start date, anniversary dates, employee re-imbursements, Government incentive payments
Debra Cachia
supported this idea
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Suggestion: Display "Last Used" Date on the Contacts List
I would like to suggest adding a "Last Used" (or "Last Transaction Date") column to the Contacts list.
Currently, if I want to archive old or inactive contacts, I have to open each individual contact to determine when it was last used. This is extremely time-consuming when managing a large number of contacts.
It would be much more efficient if the Contacts list displayed the date the contact was last used in a transaction (for example, an invoice, bill, credit note or payment). Users could then sort or filter by this date, select multiple inactive contacts, and use the existing Bulk Archive function.
A workflow similar to Gmail would work well:
Display a Last Used date on the Contacts list.
Allow users to sort or filter by the date.
Tick multiple contacts that have not been used since a selected date.
Archive all selected contacts in one action.
This enhancement would make contact maintenance significantly faster and help businesses keep their contact lists accurate and up to date without having to open every contact individually.