Skip to content

Settings and activity

3 results found

  1. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Llewellyn Poon shared this idea  · 
  2. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Llewellyn, thanks for bringing this suggestion to the community.

    We understand why having an approval step before new contacts are created could be useful, especially for businesses and practices managing larger teams where keeping contact records accurate and consistent is important.

    This idea is suggesting a workflow where new contacts can be reviewed and approved before being added, helping teams maintain better control over their contact data.

    For now, you can manage who can create and edit contacts by adjusting user roles and permissions. We’ll continue to track feedback and interest from the community around this idea.


    Llewellyn Poon shared this idea  · 
  3. 41 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Llewellyn Poon commented  · 

    Standard customer and supplier onboarding templates that can be sent directly from Xero to new customers and suppliers. Then the completed document can then be imported into Xero reducing the time to capture new contacts into the customer and supplier databases in Xero.

    Llewellyn Poon supported this idea  ·