Settings and activity
4 results found
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39 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
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Jennifer Campbell
supported this idea
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23 votesJennifer Campbell
supported this idea
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An error occurred while saving the comment Jennifer Campbell
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We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.
If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.
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4 votesJennifer Campbell
shared this idea
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517 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Jennifer Campbell
supported this idea
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Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.