Aged Receivables report (detailed) - add colum for "COMMENTS"
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).
4
votes
Beth Gray
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.