Reporting - Unallocated Prepayment Report
Ability to see a report where it shows the prepayment that is yet to be allocated to invoices.
Purpose: To easily see the figure of the unallocated prepayment.
AdminXero Team
(Admin, Xero)
shared this idea
Appreciate the support here, and thanks for your feedback on being able to view a report that shows prepayments that you've recorded for contacts in Xero.
Our reporting teams have been making many developments to enhance Xero's newer style reports, and added Prepayments to both the Payable and Receivable Invoice Summary and Details reports.
- For unallocated prepayments amounts only, add a 'Source' filter for Prepayments, and a Status filter of 'Approved' (when all credit of a Prepayment's been allocated it will show a status of 'Paid')
If you'd like to have your formatted report on hand any time, save it as custom - You could even go as far as making this the default. 🙂
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Alex Wem
commented
why make this so hard?
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Jonathan Brickman
commented
this will make life so much easier.
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John McLean
commented
Hurry up & do this, we've been requesting it for years
Personally I'd like to see it shown on the contact screen as you have to drill into a customer to apply the prepayments to the invoices
If it showed it there I'd only need to click on the customers with a prepayment waiting to be applied when applying unallocated prepayments
Cheers