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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Catherine Madden
commented
For one debtor that has multiple invoices owing, I'm finding I'm needing to add notes to each individual invoice which isn't good use of my time! I'm well in truly in support of above idea!
Yes, I could use a debtor management app that could work with Xero, but the nature of the business I work for is all about IT security management, therefore jumping many hoops to even get a debtor management app considered! -
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")