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It's great this cash graph is (somewhat) back for the "contact" view, however I've noticed that not all of our users can see it. For example, we have some users with "invoice only" access, who used to be able to view the cash in/out graph for contacts, but it appears they can no longer see the graph.

Could you please allow "invoice only" users to see the graph as they could previously?

Thanks!

16/01/24 Still really struggling to do the bookkeeping for over 100 cleints at the accountancy practice where I work where we use the payment graph all the time. Now to see customer payments we have to open a new report or statement, the payments used to show for all banks on the graph in one place on the contact page making it a powerful tool. We really need this function a credit controllers. Any news on reinstating it? I see Ethan responded but there is no words on his response.

Sent nvoice or approved.. then the paid day..

I need the graph!
I also need for it to show just the open invoices like before
I also need for it not to turn 0.00 when it is paid which forces me to open all of them one by one to see the amount............
I need the old customer and edit layout back without all the tabs to click click click

I agree with Sally. The graph is so helpful to get a quick overview of whether a client is a consistent payer.

Agreed. This is a critical feature! I can see that Xero wants everyone to use their Reports instead but it is more time consuming that way. I really think the team needs to do more research in how businesses use Xero. Then they would realise that a lot of their "features" are steps backwards and actually make tasks longer to achieve. Why put the focus on aesthetics if all you are going to do is make the pages have more white space (never a good idea when you are looking at a screen for hours a day) over functionality!

Please reinstate the graph for contacts - it is the ONLY please to show direct debit payment patterns, bounced direct debits that go into and out of an account, client payment patterns and client payment amounts over month in total - why did you stop this? It was the most vital credit control tool for analysing a customer from the contact page. having to customise a report if that is even possible and running it for each customer whilst on a call to the customer is impossible. It is incredibly disappointing that the strength of Xero, the graphs and visual representations have in this instance been obliterated. Looking on the customer hub and further support pages I can see many people have complained about this very issue and I think you will find the functionality was vital to so many of your customers. You have managed to disable the unique strength from xero and mirror the weaknesses of your competitors like sage. It makes me think the programmers have no idea about financial transactions and the decision was made from a IT perspective not as a financial tool for real business. Overall this is a disastrous update.