Contacts - display unpaid invoice on top only under client/contact
Ability: Xero only displaying the unpaid invoice up top under client/contact ----- same as former Xero version - PLEASE change this back it was perfect and it is very much not userfriendly now
Purpose: quick overview of the account i.e. which invoices are unpaid and what was communicated last
Current issue: with the new changes all client invoices are displayed on top, this clutters the view and is useless information, the old invoice (old and paid) don't need to be visible on top. The current invoice status is important i.e. what is not paid. It is clutter to display all clients invoices.
Scrolling through years of invoices and then clicking onto notes to see the last correspondence is not very user friendly.
Xero had this perfectly in the former version however the client/contact 2023 had so many features removed it is cluttered and impossible to use. Also not all notes are displayed under history and notes. Any notes added under an invoice doesn't show up under the clients/contact history and notes. Can this please be added back in, most Xero users are attaching notes to certain invoices.
Christina Felsch-Smale
shared this idea
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Christina Felsch-Smale
commented
or can you at least make it an option that when I apply on my filter to show 'awaiting invoices' only that it stays like that as default and I don't have to filter it every single time I go to the client/contact page.