Customer statements - Export to Excel
Customer Statements download to Excel
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Jana Auton commented
Excel / CSV is critical in financial statements. This is a basic requirement. - 100% agree
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Wendell Beuke commented
Have you tried opening the PDF with Word and then copying to Excel?
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Gary Chapman commented
Excel / CSV is critical in financial statements. This is a basic requirement.
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Amanda Llewellyn commented
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
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!!!
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Peter Miles commented
Still in the ignore pile it seems !
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Bradley Small commented
Do we have any update on this?
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Bridget Schwartz commented
It would be great if customer statements could be downloaded or exported into Excel.
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Lisa Hill commented
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
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Sarah Atkinson commented
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!
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Carol Dufour commented
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! -
Olga McMahon commented
This is a must for our customers.
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Mia Newton commented
This is something that should be included as standard!
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Bijal Vaucelles commented
When will this feature become available?
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Steph Walsh commented
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
still asking - 5+ years on
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Carol Dufour commented
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 -
Neilin Gulamhussein commented
Cant believe Xero has still not managed to sort this
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Gavin Leadbetter commented
Or CSV... Either would be fine.
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Carol Dufour commented
Kelly Munro
Exporting statements to excel is an important function in an accounts department.
When performing a reconciliation from a supplier's statement (as an excel sales ledger statement would be to the customer) the easiest way to do it is to compare in excel to identify missing or incorrectly entered items.
If you only have pdf versions then you have to print the statement and manually tick and check which in this day and age is archaic!
Nearly every other report in Xero can be exported to excel yet the main one cannot which is ludicrous!
You are leaving us in the dark ages so Xero can concentrate on bells and whistles and apps for mobile devices when you'd probably find that 99% of advisors and serious bookkeepers use a PC!