Settings and activity
3 results found
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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An error occurred while saving the comment -
53 votes
Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.
While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.
We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.
Karin van der Lee
supported this idea
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An error occurred while saving the comment Karin van der Lee
commented
The History and Notes section needs to be put back into the Invoices Activity section. This function was always available. This is vital for credit control, the notes are stored against a certain invoice and is not easily found. This is such a huge step backwards from what it was.
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38 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 Karin van der Lee
commented
Ability to view all notes posted under history is essential and it used to be an option available previously. This is a step backwards and highly recommend a change.
Dear Xero Team,
I agree with the previous feedback regarding the recent Purchase Order layout changes.
The full purchase order should fit comfortably on one screen. With the new layout, there is noticeably less visible working space, and I am unable to easily view the totals without scrolling. This makes processing and reviewing purchase orders less efficient than before.
I have also noticed that when creating a purchase order, the account code is initially displayed. However, once a quantity is entered, the account code disappears and must be re-entered. This creates unnecessary extra steps.
More broadly, some of the recent display changes across other pages feel busier and more cluttered. While I understand that systems evolve and adjustments are part of that process, it is not always clear that some of these changes is a improvement. Thank you 🙂