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  1. Contact - Option to toggle to the next transaction in the contact record

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    1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    ⭐ Thanks for sharing this idea and explaining how being able to move through transactions from a contact record would improve your workflow.

    We've reviewed your idea and moved it to Gaining Support, so it's now open for others in the community to vote on and add their comments.

    If this would help others too, please add your vote and share any examples of when this navigation would save time or make reviewing contact activity easier.

    We'll keep an eye on the feedback here and share an update if there's any progress to let you know about.

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    Charlotte Lloyd commented  · 

    I think this would help when looking for details or coding of specific bills/invoices under a contact. At the moment, when I need to check the detailing of a bill, I have to open each bill up in a separate new tab to check it, if there were the option to click a < or > to move onto the next transaction to review it that would save time.

    Charlotte Lloyd shared this idea  ·