Settings and activity
4 results found
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41 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.
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Jacqueline Williams
supported this idea
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92 votesJacqueline Williams
supported this idea
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17 votes
Hi everyone, we'd like to share (as some may have seen news of) we're working on reports that'll help provide businesses visibility of their payment performance. As a starter to address needs in this idea we're focusing on a 'Supplier days to pay detail' report that'll show historical payment behaviour across Suppliers. This'll be an exportable report can be used as evidence for UK businesses compliance with the UK Fair Payment Code.
We want to say a special thanks to Libby for all your engagement with our product team, and to all our UK Partners that helped test with us during our recent XeroCon in London.
I'll be back to share once this report goes live!
An error occurred while saving the comment Jacqueline Williams
commented
My MD wants to apply for Fair Payment Code but I do not have the time to extract the information from Xero to apply.
Jacqueline Williams
supported this idea
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79 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jacqueline Williams
commented
We have a huge PREPAYMENTS account, which I have to reconcile in Excel every month. This takes over 3 hours a month. Having this functionality would be useful for all non-bank accounts in Xero, not just one or two.
Jacqueline Williams
supported this idea
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Currently, Xero shows me a list of outstanding invoices, and I can click on each invoice to add a credit control note to that invoice. This note does not show in the notes section of the client. When I am asked about their payment pattern, I cannot see from the client notes how often I have contacted them and what their replies were.
I would like to add my credit control notes within that list, and them to show in the notes section of the client, not some attached to client, and some attached to a specific invoice.
I do not want to use another software to carry out this task.
Please help