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Settings and activity

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  1. Contacts - Show attachments for transactions in the contact overview

    25 votes

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    12 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for your engagement and letting us know the changes that matter to you.

    While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks

    Eric Tse supported this idea  · 
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    Eric Tse commented  · 

    I asked for the functionality of seeing an file/doc attachment on the Contacts Transactions List. This is very useful because we can easily focus on a contact's transaction history and see whether document are attached. For example, if the contact is a utility company, see the file icon will ensure a copy of the bill is attached. Convenient for checking and auditing too.

  2. Cheque Register: Option to use feature outside of Canada & US

    12 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Eric Tse commented  · 

    I totally agree that cheque function must be available in Global version. Outside of Canada & US, many companies are still sending out cheques for payment. One of my client in Hong Kong is using an excel file as cheque register, and from time to time reconciling with the clearing record in Xero.

    This is not something brilliant new thing. This module is already in Canada & US editions, it should be technically easy to roll out (copy) to Global edition and not waiting 3 or more years.

    Eric Tse supported this idea  ·