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  1. 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.

    Andy Oram supported this idea  · 
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    Andy Oram commented  · 

    I think it would be really beneficial to be able to scroll through invoices whilst in a contact by using forward and back arrows to quickly see the history of all on the invoices entered. It would also be easy to find the most similar invoice that you want to copy.

  2. Batch Payments - Bills stays selected/ticked on multiple pages

    182 votes

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

    Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.

    We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.

    Andy Oram supported this idea  ·