Contacts - Add account column
When clicking into a contact profile, it would be great to see what accounts were used in the transactions for quick reference under the activity tab (currently, the columns are: Item, number, reference, date, activity date, due, and amount. It would be great to see an "account" column as well). This way, when entering infrequent bills that need to be coded to the same account, it is much easier and quicker to look up.
AdminXero Team
(Admin, Xero)
shared this idea
We want to be upfront that this isn't something we have plans for.
It's possible to have multiple line items within each transaction, meaning there maybe more than one account your transaction is coded to.
However, you may find the Receivable invoice details or Contact Transactions report quite useful for this sort of look-up.
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Judah Kosky
commented
Have a way to view which contacts have transactions and which ones just have information. Or perhaps have a way to view when the last transaction associated with a contact was made (e.g. another column).