Manual comments on Aged Receivables report
Ability to add manual notes to Aged Receivables report. Currently we have to export the aged receivables report to excel to keep a log of the latest feedback/updates regarding overdue debtors. By adding manual comments directly on Xero, all users will have access to the latest feedback/follow up comments on overdue debtors. This will increase efficiency and ensure better control of our bad debts.
Christel van Greunen
shared this idea
Hi! Did you know it's already possible to add notes to a report in Xero?
Just click the 'Insert Content' option in the bottom left and choose 'Enable add notes' to turn this on for your report. We have a bit if help around this in the Add text box and notes support article, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
