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  1. Contact - Add Credit Note as a separate tab in contact activity screen

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    0 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Rondene, thanks for bringing this idea to the community. We can see how having a dedicated Credit Notes tab within a contact's activity could make it quicker to review credits without searching through invoices, bills, or the full activity history.

    At the moment, credit notes are included within the contact's activity and can also be filtered from the main Invoices or Bills lists.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows where a separate Credit Notes tab would be most useful, we'd love to hear more about them.

    Rondene Sauls shared this idea  ·