History & Notes - Report to show just transactions with new notes
I'd like an easy way to make a note on a transaction or other unique information without it having to be "found" in the notes and history at the bottom. I'm trying to give a bookkeeper/advisor a bunch of notes at once, and it would hugely helpful if somehow there was a way to send her something or have a "log" of some kind that showed my recent notes, with easy links to the transactions, so I don't have to do screen shots and send outside of Xero etc.
4
votes
Frank Stickney
shared this idea
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Stuart Noble-Murray
commented
A simple report where the last notes on a particular transaction (eg. outstanding invoices) would give management a great summary, without having to ask teh Finance Department each week.