Settings and activity
8 results found
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1 vote
Thanks for sharing this feedback. Automatically copying the bank statement payee into the Contact field can create duplicates when the name doesn't match an existing contact.
For recurring transactions, you can use Bank Rules to map bank statement details to the correct existing contact.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If a setting to control contact auto-fill would be useful, add your vote and share how you'd like it to work.
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Briana Caesara
shared this idea
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1 vote
Thanks for sharing this idea. We understand the request to filter quote reports by whether a contact has ever accepted a quote. This could make it easier to identify prospective customers who may need follow-up without manually reviewing historical quotes.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you’d use this filter.
Briana Caesara
shared this idea
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10 votes
Hi team, we appreciate interest in being able to report on invoices related to quotes and vice versa. This isn't something we have immediate plans of but are continuing to keep a close eye on the feedback and support here.
We'll share if there are any updates.
Briana Caesara
supported this idea
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23 votesBriana Caesara
supported this idea
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34 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Briana Caesara
supported this idea
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36 votesBriana Caesara
supported this idea
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164 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
Briana Caesara
supported this idea
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477 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Briana Caesara
supported this idea
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Upon further thought, I think the core of my suggestion is simply to have Xero mark when a new contact would be created during reconciliation. A 'New' label similar to the Expenses feature would be ideal.
With the current functionality, I have to check every automatically filled in contact to make sure it isn't creating a duplicate and it's easy to miss when the names are similar. Combined with the fact that Xero doesn't let you delete contacts, this is causing me major issues.