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Settings and activity

6 results found

  1. Contacts - Permanently delete if no records

    117 votes

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    submitted  ·  54 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Erica Gerald supported this idea  · 

  2. Bill Payments - Add a different Pay To name, for paying bills through a Factor

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Erica Gerald shared this idea  · 

  3. Contacts - Clickable phone number in contacts

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Erica Gerald supported this idea  · 

  4. Contacts - Show Payment Terms by Contact

    13 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Erica Gerald supported this idea  · 

  5. Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to

    14 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Erica Gerald commented  · 

    I 100% agree. Plus I'm getting angry vendors who think I'm short paying them when I print a check for an invoice and there is no indication I applied a credit or what that credit is. I have started manually writing the information on the check stub and doing the math. It's exceptionally difficult to view the credits applied to a payment as well since I have to click a link and can't just see it in the transaction. This makes me bonkers and is a huge slow-down. It's magnified as a problem in the times I forget in a batch that one vendor has this situation and I just mail out the checks and then get the angry email and late fee charge because Xero doesn't have the functionality of acknowledging credits and the credit memo in the paystub.

    Erica Gerald supported this idea  · 

  6. Contact List - Viewing notes from the Contact List

    49 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Erica Gerald supported this idea  ·