Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.
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Ben Osborne commented
Essential report for matching customer data to another system, such as for billing. Particularly where the "Contact code" is in use to connect with an app in the Xero environment.
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Trung G commented
this is the most basic of customer data that should be available in your reports for users. Other systems do have these reports
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Richard Crew commented
I would have thought a customer detail listing would be standard
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Judah Kosky commented
This would be fantastic
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Ebonie Nichols commented
In addition it is also needed to confirm you have all 1099 data needed when filing? You would want to see that the contact information is accurate and the GL account is posted correctly so the 1099 report is picking up the correct amounts. This report should be a standard canned report for cleanup, reporting and annual 1099 reivew.