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Customer statements - Export to Excel

Customer Statements download to Excel

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Carol Dufour shared this idea  ·   ·  Report…  ·  Admin →
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  • Amy Vine commented  ·   ·  Report

    Hey @Jordan, in the meantime you could use the receivable invoice summary report and export into excel as who knows how long it will take Xerop to action this :/

  • jordan houlker commented  ·   ·  Report

    I've had a request for a customer statement in Excel format and there doesn't appear to be any way to facilitate this at the account level- only PDFs can be generated. Ironically we've moved over from more archaic software which did have this option. Xero team - please look into this!

  • Jana Auton commented  ·   ·  Report

    Excel / CSV is critical in financial statements. This is a basic requirement. - 100% agree

  • Wendell Beuke commented  ·   ·  Report

    Have you tried opening the PDF with Word and then copying to Excel?

  • Gary Chapman commented  ·   ·  Report

    Excel / CSV is critical in financial statements. This is a basic requirement.

  • Amanda Llewellyn commented  ·   ·  Report

    Facility to export customer statements to excel.
    The only option at the moment is pdf or email.
    The CSV option is no longer available either.
    I believe there are quite a few of us that would really benefit from this feature

  • Gillian Stone commented  ·   ·  Report

    It would actually be great if Xero had a look at some of these comments and pulled their finger out and did something about it!!!

  • Bridget Schwartz commented  ·   ·  Report

    It would be great if customer statements could be downloaded or exported into Excel.

  • Lisa Hill commented  ·   ·  Report

    A Critical business function needed. This should be a simple task, which i can see from other comments below has not yet been added. Why we all ask

  • Sarah Atkinson commented  ·   ·  Report

    More and more large companies are asking for this to upload to their internal accounts system - this function needs to be added please because at the moment it has to be done manually outside of the software otherwise we don't get paid!

  • Carol Dufour commented  ·   ·  Report

    got all excited for a moment there that Xero were actually going to get round to doing something about this basic (vital) function
    but no! They have merely combined the request with another one so they only have to ignore one rather than two!!
    I raised it over 5 years ago - shame on you Xero!

  • Mia Newton commented  ·   ·  Report

    This is something that should be included as standard!

  • Steph Walsh commented  ·   ·  Report

    The whole customer statement section in Xero is very weak.
    I have actually set up my own report in Accounting and export that.

  • Carol Dufour commented  ·   ·  Report

    Facility to export customer statements to excel.
    The only option at the moment is pdf or email.
    We have been requesting this facility for years
    Would be great to have the same facility for supplier statements too

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