Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
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Rochelle Spencer commented
I just found out that the comments from the 'Discuss' tab are on the 'Show History' on the relevant transaction.
I have attached an example.
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Paula Wyeth commented
Good idea.
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Rochelle Spencer commented
I absolutely agree Damian.
I hadn't given this much thought until now, when I had a client accuse me of not following the instructions they had entered on the Discuss tab.
I hope this will be implemented soon, although my Xero Partner Manager told me that ideas are generally only looked at when they have a high number of votes.