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Settings and activity

2 results found

  1. Contacts - date added /opened to be included in the contacts report

    19 votes

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    submitted  ·  6 comments  ·  Contacts & files » Contact  ·  Admin →
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    Sharon Rattray commented  · 

    Basic annual accounts audit request - how many new client did you open in the period under review.?

    No suitable report?

    Sharon Rattray supported this idea  · 

  2. Homepage - Show recent payments received from customer

    2 votes

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    0 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Sharon, thanks for sharing this suggestion! We understand that seeing payments received from customers, rather than individual invoices, would make it much easier to track cash flow and acknowledge payments at a glance

    At the moment, you can use the Bank Reconciliation summary or check invoice History and Notes, but a dedicated homepage widget with aggregated payment values would be more convenient. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.

    Sharon Rattray shared this idea  ·