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  1. History and Notes report - Contact details

    9 votes

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    5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea. We understand that having more detail available in History and Notes reports could make it easier to review changes and track user activity.

    The suggestion is to add contact details within the History and Notes report to help users identify which customer, supplier, or record a change relates to without needing to click out of the report.

    We’ll continue tracking this idea here, where other users can share their feedback and examples to help shape future improvements.


    Emma Davidson supported this idea  · 
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    Emma Davidson commented  · 

    super useful - this would be a great addition

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    Emma Davidson commented  · 

    Add Contact Name to History and Notes Report - we use this report for bank account changes audit purposes. It would be great to have a column with the contact name to assist with this audit process. Currently we need to click into each contact to find the name.