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Settings and activity

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  1. Contacts - Activity and transactions browser

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Ben Cannington commented  · 

    Can we add more functionality to the customer dashboard. For example we currently see "Cash In" for last 12 months but no total for last 12 months. Also what about a list of products or product groups that customer has brought over last 12 months (or customisable period).

    The basis for this request is when a customer calls, you can very quickly see how important this customer is...

    Ben Cannington supported this idea  · 

  2. Sales invoices - Provide link to view unpaid invoices

    5 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Is there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben? 

    Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here 


    Ben Cannington shared this idea  ·