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3 votes
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Gemma Clark
supported this idea
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58 votes
An error occurred while saving the comment Gemma Clark
commented
Export Contact/Client Groups to CSV - (I'm believing I'm on the same wavelength of the original poster)
It would be incredibly useful if Xero provided the ability to export Contact Groups and Client Groups to CSV, separately from a Contacts export, or as part of, whatever would work best)
Currently, there is no way to download a list of groups or their memberships, making tasks such as:
> Identifying duplicate groups
> Reviewing existing group structures
> Bulk amending groups
> Creating replacement groups
> Auditing group memberships
> Cleaning up outdated groupsAs part of our annual data audit process, we regularly review and cleanse data held in Xero to ensure it remains accurate, easily identifiable, and well organised. Group management forms an important part of this housekeeping activity, but without an export function it can be difficult to efficiently review large numbers of groups or spot duplicates and inconsistencies.
The suggested workaround, from JAX, of manually reviewing groups and copying information into a spreadsheet is not practical for organisations with a large number of groups and creates unnecessary administrative effort.
Suggested enhancement: Add an "Export Groups" option that includes:
Group Name
Group Type
Contact/Client Name
Contact/Client ID
Group Membership DetailsBusiness benefits:
Supports annual data audits and housekeeping activities
Improves data quality and consistency
Makes duplicate identification easier
Reduces administration time
Helps organisations maintain clean and well-structured dataA simple CSV export would significantly improve group management and data governance for businesses that maintain large numbers of contacts and groups.
I support the idea that the option to export data held in Xero, especially for auditing purposes, would be an extremely useful function
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102 votes
An error occurred while saving the comment Gemma Clark
commented
Description / Problem Statement:
When reviewing bills under Purchases > Bills > Awaiting Payment, there is currently no way to easily see whether the contact (supplier) belongs to a specific Contact Group.
Contact Groups are useful for organising suppliers (e.g. utilities, critical vendors, IT providers), but this information is only visible by opening each contact record individually. This makes it time‑consuming to identify priority suppliers or segment bills during payment reviews.
Proposed Enhancement:
Introduce either:
An optional column that displays the Contact Group(s) a supplier belongs to, and/or
An additional filter allowing users to filter bills by Contact Group directly from the Awaiting Payment screen.This column/filter would follow the existing pattern used for other contextual information displayed in the Bills grid.
Example Use Cases:
Quickly identify bills from critical or priority suppliers before running payments
Separate utilities or direct debit suppliers from discretionary spend
Speed up internal review and approval processes without opening individual contact records
Improve visibility for finance teams managing a high volume of suppliersUser Benefit:
This would reduce manual effort, improve efficiency, and make Contact Groups more actionable in day‑to‑day workflows — particularly during payment runs and cashflow management.
Gemma Clark
supported this idea
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I was unable to find any discussions on the Smart Document Capture function, this was the nearest I could find to add additional issues.
When bills are forwarded to Xero via the 'email to documents inbox' option, we are finding that the function also captures the images embedded in the the email, this creates a lot of noise within inbox.
I have done some research and found this is a known limitation with Xero Smart Document Capture's email-in workflow, and that other Xero users have reported exactly the same 'behaviour: logos, social-media icons and other images embedded in an email signature are being treated as separate documents', which can turn one invoice email into numerous items requiring review.
Is there any fixes that are due to be implemented to prevent this happening going forward?
I was hoping to start using the Xero function however, with the noise it is creating I think I am going to stick with Dext as their software has it pretty much figured out.