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  1. Sales Invoices - Pop-up reminder of notes

    71 votes

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    submitted  ·  34 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    David Stockford commented  · 

    We have customers who have payment systems such as Tungsten, Coupa, Ariba etc.These have to be used when submitting sales invoices.
    We would like a way to record this information and display it against the client.

    David Stockford supported this idea  · 

  2. Contact List - Viewing notes from the Contact List

    51 votes

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    11 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.

    While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.

    We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.

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    David Stockford commented  · 

    We have customers who have payment systems such as Tungsten, Coupra etc.
    We would like a way to record this information and display it against the client to be displayed

    David Stockford supported this idea  ·