Settings and activity
3 results found
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37 votes
Thanks so much for supporting this idea and helping keep the conversation going! 🙌
This is now open for votes and comments. If you’ve faced this while managing your contacts, we’d love to hear about your workflow. How would seeing a contact’s group and last-used or last-transaction date help you spot inactive contacts or decide which ones to archive? Any examples or additional thoughts are welcome. Your votes and comments help us gauge community interest and better understand what would make the biggest difference for customers.
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David York
supported this idea
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11 votesDavid York
supported this idea
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58 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
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 David York
commented
If Xero is going to ask 'the community', Xero needs to do more than just respond here. I only saw this page because I was looking for info on manual journals. Of course I support showing the journal number in the list - sometimes search is not an easy access way.
David York
supported this idea
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Fully support seeing last activity date in a report/screen.
I had a conversation with the Xero AI about displaying last activity. The Help documents are wrong in claiming that there is an overall view. It has to be accessed one at a time or in an auditing view of activity in a period. Bulk archiving should be possible and why can't we delete the rubbish with no attributable transactions?