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Settings and activity

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  1. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    25 votes

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    submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Simon Albert supported this idea  · 
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    Simon Albert commented  · 

    We would like to know which invoices or contacts are not set up to collect payments via Direct Debit from GoCardless, so we can proactively target them to move to Direct Debit. Whilst Xero knows this information, they've confirmed there's no way to report on it and it will be very helpful to have

  2. Purchase Order - Link Purchase Order to Bill

    176 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Simon Albert supported this idea  ·