Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    236 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Beth Gray supported this idea  · 
    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Beth Gray supported this idea  · 
    An error occurred while saving the comment
    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).