Settings and activity

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1. History and Notes - Filter by action

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

   For filter by action - would you be after similar to the idea here where you could filter by the date a change was made? 

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   Maureen Greaves commented  ·  30 August, 2023  ·  Edit…  ·  delete…

   History and Notes - Export functionality for History & Notes JUST released recently. Is there a way to display the invoice number and also filter by 'Note'. Have these included in the export to excel file.

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   Maureen Greaves supported this idea  ·  30 August, 2023

2. Account Transactions - Tab through fields for data entry

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Maureen Greaves shared this idea  ·  25 May, 2023

3. Sales Invoices - Pop-up reminder of notes

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   submitted  ·  25 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Maureen Greaves commented  ·  17 January, 2023  ·  Edit…  ·  delete…

   Ensures all requirements are met for faster customer payments

   A customers 'Sales Invoice Note Alert' field should be added to their Sales defaults. What ever saved in this field to be displayed if it is filled on the 'New Invoice' window (with yellow background).

   This would be fantastic for specific customers that require extra processes that are needed to have customer pay their invoice other than just email it off.

   Examples - upload to portal, attach delivery docket, check special item prices are correct

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   Maureen Greaves supported this idea  ·  17 January, 2023