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  1. Navigation - Return to previous screen after viewing/editing a transaction

    98 votes

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    submitted  ·  33 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Andrena Miles supported this idea  · 
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    Andrena Miles commented  · 

    It would be nice, when in a contact and drilling into a specific transaction, that when you come out of that transaction you go back to the contact that you were viewing not the main purchase or sales section of Xero.

  2. Transaction list showing unapplied payment amount

    2 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?

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    Andrena Miles commented  · 

    This is one area that "bugs" me in Xero, on a contacts account be it supplier or customer you can not see the "payment" as an entry. You can see that the invoice / bill has been paid but not the actual payment as a separate line. So if you paid more than one bill, you can not see the total of the payment that you made on a certain date unless you go through and look at dates bills were paid and add the amounts up.

    Andrena Miles supported this idea  ·