Xero has added a new feature that helps manage and view contact activity.
The new contact transactions reports display: a user’s key connections, who owes money, how much they spend with a supplier, and running balances for those customers. The contact transaction reports, which are customizable, consist of a summary, a cash report, a receivables report and a payables report.
Users can access the contact transactions reports via the contact transactions summary in the report center. To navigate to this report, search “contact” in the search box in the top right.
For more information on the new feature, click here.
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