Enter your idea

Add ability to print contact details to pdf. Right now, if a client asks how much they have paid a vendor, I go to the contact to see and then i'm unable to export to pdf to show the client. I have to tell them or take a screenshot, which is not professional. I should be able to export to excel or pdf a schedule of all payments to the vendor.

Id like this option. A supplier wanted to work out what invoices we had paid as something was out on their end. I wanted to send a 'statement' of a year period to show what we had paid. The account transaction report wasnt detailed enough even using filters

I would like to be able to run an activity report for a specific supplier to see all their transactions for a period of time, say for a financial year, to see the bills, credit notes, payments etc. The report would include an opening and closing balance. It seems the only report close to this gives a one line summary or the reports that give a list of bills, or a list of payments, not an activity report. The report would need to be downloaded and forwarded to a client. Is there a report I can design in Xero to give this information. I have attached a report from another Accounting programme as an example, this report is for all of their suppliers, but could be run for 1 or more individually.

@xero, This should not be something you are thinking about or considering. An accounting software should be able to Produce Supplier and `customer statements without having to to think. There should be a specific tab/ dropdown for Supplier statement and the functionality to send them like how customers do.

Why this should take long after more than +8 of Xero. Other softwares are ahead of you because of that.

Well, the idea of 'starring' the supplier to make it a favourite and available in my drop down menu doesn't work. It adds it as an option, but when I click on it, I get the 'sorry, something went wrong' page. Maybe best not to suggest something whch doesn't work! Honestlly, the amount of time Ive spent on this is ridiculous!

Poor show Xero

I'm sorry, but I don't have the time to mess around with this kind of jiggery pokery we are a small company and I have no help with the accounts! Why can't we have just have the same buttons as for customers - statement, date & type? The whole point of having Xero is to make life easier, not harder! Being able to quickly access such a basic report is vital to us.

It is extremally critical for our company to be able to produce a supplier statements. This is unlogic that we can produce customer statement of account but not suppliers. This suppose to be be an accounting software and statement of accounts is a basic report.

I absolutely need this, Its causing more issues the busier I get. I think I may have to change accounting software.

I just assumed this would be a standard requirement?

Very important to show the supplier what credits they have on their account.

Any proper accounting software should have the ability to produce a supplier statement.
Xero seem to have closed their minds to the idea of providing such a report.

I think it's shameful of Xero to ignore such a basic accounting function as an excel supplier statement - they don't seem to care about the 'bookkeeping' functions anymore and are more interested in pretty little bells and whistles!

I really don't see the problem in setting up supplier statements/activity? It's just a copy of client statements?

We should be able to just click and open a supplier and see activity. By going to contact summary and creating a report, you still have to amend that extensively to get the correct information. It just creates more work for us.

With some of my clients being restaurants, they have huge volume of invoices and to reconcile against their statements, Xero make it more difficult than it needs to be.

This request has been ongoing for years now and we are still waiting. Do any of the developers actually use it to do accounts? They would soon get frustrated with the long winded way you have to go to get a simple report. It's time consuming and just not logical way of working.

Dee

Hi, I don't understand why there is this facility for customers but not suppliers, it is the same concept and if an incorrect amount is paid this is very difficult and frustrating to find.
This is common and proper accounting practice. Not happy with this response at all.

Hi not sure why a simple statement approach cannot be applied to suppliers, so that invoices and credits and a running balance can all be seen on one report, this information is vital for reconciling against suppliers information and can be produced with ease on Sage.

Bills - Supplier Statements
A report that is run in the same way that customer statements are run, but for suppliers would be very useful

I'm baffled by the way Xero present their Supplier statement report. Its first time working with an accounting system that disregard basic report requirements for accountants especially for easy reconciliations. Please sort this. I would not recommend any people to use this Xero system because there are lots of loopholes in the system and inability to present some reports.

Hi,

would be very helpful to have this features implemented my suppliers ask me for it for financial control for example

The ability to generate and email a vendor a statement confirming the outstanding balance owed, along with transaction details for a specified period would be helpful

This is a basic report that mostly all other software I use currently have, it seems mad that it isn't available. Will it be released and if so when?