Settings and activity
9 results found
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36 votes
Thanks for the ongoing engagement. It has been a while since and we just wanted to refresh this idea. We understand the request for a bulk selection option to clear billable expense from transactions. This could make it quicker to manage billable expenses that have already been invoiced or no longer need to be charged to a customer.
I’ve updated the status to Gaining Support so we can continue tracking community interest.
Briana Caesara
supported this idea
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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.
An error occurred while saving the comment 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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11 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 everyone, we appreciate how an exclude option could make filtering reports quicker and easier, especially when you only need to leave out a few items.
Our product team sees the value in this idea, however it’s not on the current roadmap.
It'll remain a longer-term consideration as we continue looking at ways to improve reporting.
We appreciate everyone who’s shared examples of where this'd help.
If there are any updates we'll let you know here.
Briana Caesara
supported this idea
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37 votesBriana Caesara
supported this idea
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165 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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485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
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.