Customer statements - Export to Excel
Customer Statements download to Excel
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Neilin Gulamhussein commented
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.
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Carol Dufour commented
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 -
Karen Hursthouse commented
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
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Muhammad Akram commented
Lot of customers ask for SOAs in excel
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Liam Thomas commented
This would be a very vital function.
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Michelle Papamichael commented
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.
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Rhian Owens commented
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.
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Patrick Malloch commented
We really need this function asap, please. Thanks
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Tarni Brown commented
Is this a function yet?
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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? -
Carol Dufour commented
We have been asking for this function for at least 5 years
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AdminXero Team (Admin, Xero) commented
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.