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2 results found

  1. Files - Show folders in the "All archived" section

    Have a column headed "Filed in" and then the name of the folder if that archived file has been moved into a folder. This would make it easier to know it has been filed.

    1 vote

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    0 comments  ·  Files  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Felicity, I am thrilled to say you do have the ability to add folders in the All Archived tab in Files!

    You can add folders in the Archive tab and these will appear on the left hand side under All Archived. If you need an extra hand you can raise a case with our Xero Support specialists. 😊

  2. Contact record - filter view based on activity type

    When viewing a Contact's record, the activity can appear cluttered with every single change made, including adding planned payment dates, removing planned payment dates, adding invoice notes, editing the contact's record etc.
    It would be good to be able to filter this page to look at say Bills Paid and Invoices Paid only; or Invoice Sent only.
    As it works now, for a very active contact, this can quickly become difficult to navigate.

    5 votes

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    3 comments  ·  Contact  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, apologies we've not returned to this idea sooner. We delivered a new contact record experience sometime ago now.

    As part of this change the Contact Activity tab is now much cleaner, and separate tabs for Invoices and Bills, as well as the ability to filter these tabs by date range and status.

    Understand there are a few other asks that were raised in the initial and some of the comments here - If there are additional improvements that would help you with your experience in the contact record please do join or start new ideas in the forums here for these specific features that we can gather interest and update you through. Thanks.

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