Contact Bank Activity Graph
Reinstate the bank activity graph for contacts (clients) which used to enable us to see all bank activity for all bank accounts on the client contact page. Give us back our credit control eyes!
Hi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
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Aurelio Sheppard
commented
This contact bank activity graph suggestion makes a lot of sense seeing trends at a glance would help businesses stay on top of cash flow and avoid surprises. Staying informed about balances and usage is key in many systems, and drivers in cities with automated toll systems can easily monitor their prepaid account status by using https://salikbalancecheck.org/ to view their current toll balance online before heading out.
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sunny see
commented
Really helpful breakdown understanding how banking services work makes everyday finance so much easier. Before I travel around Dubai, I always do a quick <a href="https://nolcardbalancecheck.org/">how to check nol card balance online</a> so I’m sure I’ve got enough credit for metro or bus rides without surprises
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Scott Maynard
commented
It's great this cash graph is (somewhat) back for the "contact" view, however I've noticed that not all of our users can see it. For example, we have some users with "invoice only" access, who used to be able to view the cash in/out graph for contacts, but it appears they can no longer see the graph.
Could you please allow "invoice only" users to see the graph as they could previously?
Thanks!
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Sally Stubbs
commented
16/01/24 Still really struggling to do the bookkeeping for over 100 cleints at the accountancy practice where I work where we use the payment graph all the time. Now to see customer payments we have to open a new report or statement, the payments used to show for all banks on the graph in one place on the contact page making it a powerful tool. We really need this function a credit controllers. Any news on reinstating it? I see Ethan responded but there is no words on his response.
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LHP WA PTY LTD Admin
commented
Sent nvoice or approved.. then the paid day..
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Stephanie Leito
commented
I need the graph!
I also need for it to show just the open invoices like before
I also need for it not to turn 0.00 when it is paid which forces me to open all of them one by one to see the amount............
I need the old customer and edit layout back without all the tabs to click click click -
Bec Buchanan
commented
I agree with Sally. The graph is so helpful to get a quick overview of whether a client is a consistent payer.
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Admin - Lloyd Curzon Textiles
commented
Agreed. This is a critical feature! I can see that Xero wants everyone to use their Reports instead but it is more time consuming that way. I really think the team needs to do more research in how businesses use Xero. Then they would realise that a lot of their "features" are steps backwards and actually make tasks longer to achieve. Why put the focus on aesthetics if all you are going to do is make the pages have more white space (never a good idea when you are looking at a screen for hours a day) over functionality!
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Sally Stubbs
commented
Please reinstate the graph for contacts - it is the ONLY please to show direct debit payment patterns, bounced direct debits that go into and out of an account, client payment patterns and client payment amounts over month in total - why did you stop this? It was the most vital credit control tool for analysing a customer from the contact page. having to customise a report if that is even possible and running it for each customer whilst on a call to the customer is impossible. It is incredibly disappointing that the strength of Xero, the graphs and visual representations have in this instance been obliterated. Looking on the customer hub and further support pages I can see many people have complained about this very issue and I think you will find the functionality was vital to so many of your customers. You have managed to disable the unique strength from xero and mirror the weaknesses of your competitors like sage. It makes me think the programmers have no idea about financial transactions and the decision was made from a IT perspective not as a financial tool for real business. Overall this is a disastrous update.