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  1. Assurance Dashboard - Add Reporting Functionality

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

    Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at. 

    Tracy Mekler supported this idea  · 
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    Tracy Mekler commented  · 

    Either filters or the ability to export would be helpful. The list is just alphabetical by contact name. Accounts are changed all the time, so being able to sort by recent would save a lot of time.