Contact - Ability to customise columns on Contact Activity
On these top level menu layouts, like Invoices, Bills and Contact Activity list we really need to be able to add/remove columns. Eg. to see the net total for each Bill/Invoice, not just the gross amount including VAT.
We use these menu layouts a lot, and have to copy and paste to Excel when we want to send that data, because there seems to be no export on Xero that can produce a neat one row per invoice layout. The exports produce a massive report that displays every row from every invoice - not much use.
Having the ability to see at a glance the true invoice total excluding VAT is essential for us, but of course everyone’s needs are different - there are so many other fields to select to display in the quick reference menu columns - eg. days overdue, VAT total.
Even a basic pivot table allows you to select any field from your data to display, so surely that can’t be too complex for Xero?
Maggie Kavanagh
shared this idea
Appreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
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Maggie Kavanagh
commented
Thanks for your reply Kelly. I did search for existing ideas first but nothing appeared.
I've now been sent an existing idea for Tracking Option to be included on Bills. https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45481174-bills-filter-and-view-bills-by-tracking-category
I had forgotten to mention that field specifically as an example. Tracking Option is another vital field/column that we need to align with our budgets.
We have to do so much completely manually in Excel that Xero should be able to do if we could just select the fields/columns ourselves. Just like Outlook does - field chooser for the user to select what columns appear in the list.