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Settings and activity

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  1. Contact List - View contact group and last activity date

    37 votes

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    11 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for supporting this idea and helping keep the conversation going! 🙌

    This is now open for votes and comments. If you’ve faced this while managing your contacts, we’d love to hear about your workflow. How would seeing a contact’s group and last-used or last-transaction date help you spot inactive contacts or decide which ones to archive? Any examples or additional thoughts are welcome. Your votes and comments help us gauge community interest and better understand what would make the biggest difference for customers.

    Jodie Laird supported this idea  · 

  2. Bank Reconciliation - Create a Batch Payment file from Spend Money transactions

    31 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Jodie Laird commented  · 

    I used this function all the time in MYOB - would definitely make life easier!

    Jodie Laird supported this idea  ·