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5 results found

  1. Expense Claim Report - By Contact spent with

    9 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jaimie Halstead commented  · 

    Could the "spent at" field be populated from the contacts or create a new contact?

    I'm sure this worked before the contacts were upgraded a few years ago.

    Please fix this..

    Jaimie Halstead supported this idea  · 

  2. Contacts - View all transactions history & notes from contact record

    33 votes

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Jaimie Halstead supported this idea  · 

  3. Contact | Ability to add phone number for persons of a contact record

    94 votes

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    21 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

    Jaimie Halstead supported this idea  · 

  4. Expense Claims - Duplicate expense claims flag when there are potential duplicates.

    33 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Jaimie Halstead supported this idea  · 

  5. Expenses: Option to disable mileage claims

    15 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Jaimie Halstead supported this idea  ·