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Or CSV... Either would be fine.

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!

Unfortunately, the Xero Product Development Team is worse than QuickBooks', they are living in the clouds while continuously working on silly useless cosmetic gimmicks for iPads, iPhones and Android phones whereas all the bookkeeping tasks are usually done on computers, not on those hand held devices.
It is very obvious that the Xero Product Development Team members have never worked as accountants, the simple proof is their creation of a batch payment function only for the functional currency (!?) and not for foreign currencies which is ridiculous. Besides, we waste time with our clients trying to explain to them the absurd "Overpayment" description on statements of account when there are no overpayments by clients or to suppliers.

We as an accounting services company have stopped long ago migrating clients to Xero and have adopted Sage as our core accounting software solution, Sage is by far more powerful and by far a better designed accounting software at all levels, besides Sage people are close to their clients in the market, THEY LISTEN whereas Xero does not (though they say the opposite). They are a hopeless case...

This is a vital role for a credit control department.

Their pdf customer statements also represent items incorrectly.
The balances are not cumulative figures.

Also, on the PDF statement, payments on account appear under the invoice column, rather than the payments column!

Just doesnt work for some of my clients who decided to stick to sage for this reason.

To my knowledge this was requested over 3 years ago as I have kept the updates - good job I did too as Xero removed all the dates so.
They obviously don't consider it important whereas anybody trying to run an accounts department or do credit control would consider it fundamental

A number of our customers will only accept statements in Excel format. I'm surprised this isn't a standard feature and hope it can be added quickly

Lot of customers ask for SOAs in excel

This would be a very vital function.

We are receiving increasing requests from many of our customer contacts asking if we can send Statements in Excel or CSV format. This could be done in the same way the customer receives an invoice as there is the option to download PDF / CSV or Print.

I agree, it also helps when trying to sort out mismatched payments and outstanding balances as clients don't always pay the right amounts or use the correct refs on payments.

We really need this function asap, please. Thanks

Is this a function yet?

Thanks for your idea, Carol.
Is there any particular reason you'd like to export to Excel? Or detail of what it would help you do?

We have been asking for this function for at least 5 years

To export customer statements to excel.

Purpose: Some clients would like to get an excel statement instead of PDF, because it is more convenient for them.