Settings and activity
5 results found
-
42 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.
Amanda Drummond
supported this idea
·
-
62 votes
An error occurred while saving the comment Amanda Drummond
supported this idea
·
-
203 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
An error occurred while saving the comment Amanda Drummond
commented
This would be sooo helpful to see important notes at a glance rather than havingto go searching
Amanda Drummond
supported this idea
·
-
15 votesAmanda Drummond
supported this idea
·
An error occurred while saving the comment Amanda Drummond
commented
This would be a massive help to see notes first in the History & Notes section on contacts, particularily for credit control purposes as these get lost when auto there is system generated entries. Additionally, being able to see user notes on the aged debt report is equally as important.
-
50 votes
An error occurred while saving the comment Amanda Drummond
commented
Chasing debtors should not be time consuming, by having this feature there would be no need to trawl through notes to establish the last action taken. Having the option to include both customer and invoice notes would be ideal.
Amanda Drummond
supported this idea
·
.png){kind=link}
Being able to see the notes on the AR report would be a super enhancement for credit control purposes. At present my team have to double entewr these, once in Xero & once on excel.