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  1. Contacts - Bulk Archive option if inactive for an extended time

    37 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Christine Routledge commented  · 

    Finally got some time to start clearing out unused contacts only to find there is no way to identify the inactive ones. We have over 7,000 contacts so it would be really good to be able to produce a report so I don't have to click on every single contact and do it one by one

    Christine Routledge supported this idea  · 

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    183 votes

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    52 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

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    Christine Routledge commented  · 

    As part of our Audit process, being able to provide this information is crucial