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  1. Contacts: Statements - Allow to be sent to Contact Groups

    210 votes

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    submitted  ·  120 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Beth Gray supported this idea  · 
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    Beth Gray commented  · 

    This is very important when dealing with parent and child businses organisations. Particularly when Parent pays the invoices for the child (sub) accouts. Efficency and streamlining the process. also ensuring accuracy on payment allocations.

  2. Receivable - Ability to add notes for debt collection

    15 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Beth Gray supported this idea  · 
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    Beth Gray commented  · 

    Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
    But to allow free text.
    To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
    Curently we export the report into excel and make notes in excel (outside of xero).