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Settings and activity

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  1. Contacts - date added /opened to be included in the contacts report

    18 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Simon Bradley supported this idea  · 
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    Simon Bradley commented  · 

    Since Xero has little to no features to help manage data privacy, please can we have the ability to show date added on Contacts. Even better, date of last activity - and show them on reports?

    If this isn't possible, custom fields would do as notes do not show up on the export.

    Thanks

  2. Reporting - File Attachment Report

    269 votes

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    91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

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    Simon Bradley commented  · 

    This would be so useful, please make this happen. Most databases have this function.

    Simon Bradley supported this idea  ·