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.
Damian Camilleri
shared this idea
-
Andrew Perkins
commented
Maybe not critical but I am frustrated
-
Andrew Perkins
commented
Under the options in bank statement line, add selection to request client provide further information regarding transaction (they can respond request with information or picture of receipt or list of other actions they will take). I know there is Discuss tab on reconciliation side but I have to tell client to go in and check. I want to send them push message to do something or provide information for specific transaction.
-
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.
-
Paula Wyeth
commented
Good idea.
-
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.
