Settings and activity
3 results found
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40 votes
Hayley Martin supported this idea ·
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19 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
Hayley Martin supported this idea ·
An error occurred while saving the comment -
33 votes
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.
An error occurred while saving the comment Hayley Martin commented
This latest development that has split this info is a huge backward step for credit control. I have also seen other discussions on the same topic. There is no way of viewing invoice overview activity as there was previously.
An error occurred while saving the comment Hayley Martin commented
This latest development that has split this info is a huge backward step for credit control. I have also seen other discussions on the same topic. There is no way of viewing invoice overview activity as there was previously.
Hayley Martin supported this idea ·
This latest development that has split this info is a huge backward step for credit control. I have also seen other discussions on the same topic. There is no way of viewing invoice overview activity as there was previously.