Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
Aine Ward
shared this idea
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Alison Wright
commented
We have retentions and it would be good to be able to just add a visible note against the invoice on the aged receivables report detailed to help distinguish from chaseable debt.
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Beth Gray
commented
Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
But to allow free text.
To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
Curently we export the report into excel and make notes in excel (outside of xero). -
Edward Warren
commented
I agree this would be really useful.
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Brenda Thibodeau
commented
Reporting: Receivable Reports - Add option for "Notes and Comments" from the invoice
This provides a central report that can be used by multiple resources for Collections /Receivable Management activity.
(e.g. of Collections Note: "Sarah Sep. 22, 2022: Spoke with Karen Wilson, Cheque to be mailed out Friday Sep. 23rd. F/U Sep. 30")