Settings and activity
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4 votes
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Christina Felsch-Smale
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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 Christina Felsch-Smale
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notes added to an invoice are currently not visible in the client's history and notes. To find the note again, the user must know which invoice it was put against.
Xero Please Do That: All notes related to the client, especially the notes added to an invoice must be visible under the client history and notes. Invoice notes must be visible under the client's history & notes.
Christina Felsch-Smale
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8 votesChristina Felsch-Smale
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or can you at least make it an option that when I apply on my filter to show 'awaiting invoices' only that it stays like that as default and I don't have to filter it every single time I go to the client/contact page.