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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.

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Jo Russell shared this idea  ·   ·  Report…  ·  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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  • Miranda Wilson commented  ·   ·  Report

    Although this issue is somewhat different to mine it does bring into question the way we use the contacts page. Which is the same general area I'm querying.
    I want to customise the layout of the contact's page so when I'm viewing a list of expense claims in a specific contact's account I can see the nominal code that each is raised to. I had filtered the results on a contact's page to show a week of expense claims from a subbie. Is there a way to
    - See the description of the claim or the nominal code without going into each individual invoice/bill?
    Or is that a 'no' as part of the overall inability to customise the view?

  • Gill March commented  ·   ·  Report

    I agree - it is very cluttered with Notes all the way through an active customer account. Please allow to filter or just put an activity only tab as well. Reports also need more filters eg to be able to split GBP and separate foreign currency for bill to pay etc. Can we filter bank payments from Credit card payments and Direct Debits, so we can run proper reports for each type of payment please?