43 results found
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Customer Activity Report - Ability to only show invoices and payments
Ability to only show invoices and payments in the report.
Purpose: To show simpler information when seeing customer activity reports.
7 votesHey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!
Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.
For more information check out our Customer Invoice Activity report.
Thanks again for your feedback, we appreciate your contributions.
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Contacts - Sort by Date Added
On the main Contacts page, please display newly added contacts first or enable a search for recently added contacts. I have Zapier auto importing contact details and this would make things easier. Thanks!
1 votePositive news for you all here, thanks for your contributions to this space. As part of the development and recent changes in Contacts we've enabled the ability to sort by the date a contact was created in Xero! - Take a look here
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Contacts - Add group when creating a new contact
Could you please make it possible to add the group info when you create a contact?
Thanks1 voteOur team on Contacts made a change a few months back that allows you to add a group to the contact directly from the contact details screen.
When you create a new contact, you're directed to the contact details screen. From here, just select the 'Options' menu where you'll see 'Add to group'. :)
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