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  1. New bill - create new contact details including financial details in less clicks

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    0 comments  ·  Contacts & documents » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi there 👋 thanks for your feedback. Right now, we're rolling out a new bills experience for individual Bill edit and view pages.

    This leverages the newer contact modal that's currently available within Sales invoice - You'll be able to add and edit more of your contact details on the fly.

    Being open, we won't be providing the ability to add/edit all contact details including financials, however in the new experience you'll see an option beneath the contact name that explains how you can add or edit their defaults from their contact page and provides a direct link for you to go to their record on another browser tab 🙂

    I'll return to share once this has been fully released.

    Finance Sport Otago shared this idea  ·