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Customer Statements - Ageing (30, 60, 90days)

It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..

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Sandra Tucker shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

  • Once you've got it set up, save as Custom so you can easily access this format anytime
  • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
  • Export the report to PDF, where you can send to customers from your email system outside of Xero

We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

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  • Edwin Taitz commented  ·   ·  Report

    Stupid work around from the dark ages to Ron aging report by customer save to pdf and email.

  • Admin Operator commented  ·   ·  Report

    Kelly Munro - You are missing the point - We are all asking for the BASIC accounting practice 30, 60, 90 day on our customer statements - Reports is another Issue - "Building Beautiful" - Just BUILD BASICS "pLEASE"

  • Neil Burgess commented  ·   ·  Report

    typical of Xero, what the customer wants, needs and is critical to running there business, THEY DONT GET, SHAME ON YOU XERO

  • Ruhan van der Westhuizen commented  ·   ·  Report

    Hi Xero,

    It would be so beneficial to have the ability to send the Aged Receivables directly from Xero. It is so frustrating at the moment. Doing accounts manually :-) :-(

    Please will you look into this matter again maybe?

    Thank you

  • Hannah Doherty commented  ·   ·  Report

    I am not able to leave a vote on this, and the vote no. has been the same the last time I checked several weeks ago.
    Xero, there may be a lot more people voting for this but whose votes are not registering.
    I would urge you to reconsider this feature.

  • Catherine Lynch commented  ·   ·  Report

    I went to LinkedIn but couldn't see the post. This isn't a deal breaker for me, the ability to create partial invoices directly from quotes would be a much better feature for me, but customer ageing should be a basic function on every accounting package. It's very very poor to not have it, and the responses to all the people requesting it are just an insult tbh!

  • Dorota Haden commented  ·   ·  Report

    Kelly's response missed the point. Sending customer's statements should not require a time consuming workaround and they must look professional.

    Xero, you are really not listening, shame on you. The data is all there, it should not be a major development for you to implement it.

  • Jill Fechner commented  ·   ·  Report

    I just posted the comment below with a link to this forum request on the Late Payment post on the Xero LinkedIn page. I suggest if you feel strongly about this issue do the same. Within this forum, we are shouting into a void. Let's bring it into the light.

    Do you know what would really help with this? Having ageing appear on Customer statements. There are a lot of very upset customers in your forum who assumed an accounting package would include this basic feature. You are losing customers. Please read the comments and then read your last post to the customers that have taken the time to give you feedback. The workaround you have suggested is not a solution for a small business like ours, can't imagine attempting it as a large company. Requests for this date back to 2013 in the previous forum.

  • Anne Norman commented  ·   ·  Report

    @Christopher Moore - I'm hearing you and totally agree with every comment

  • Christopher Moore commented  ·   ·  Report

    Oh for heaven's sake (he says in a way that's publicly acceptable rather than how he's actually thinking it in his mind!) having just printed my first Xero statement I find it DOESN'T SHOW AGEING!

    Is there ANYBODY in Xero with ANY accounting or practical bookkeeping knowledge whatsoever? HOW can this EVER not have been a fundamental element of the spec from the start??

    My frustration for this half-baked piece of over-hyped online junk is turning to loathing. My respect for Xero as a company has pretty much bombed to Zero. Utter incompetence and arrogance. Zero understanding of bookkeeping and accounting at Xero. Zero interest in end users at Xero.

    Come back Intuit all is forgiven.

  • Zuzi Seoka commented  ·   ·  Report

    Yeah these are the things that are convincing me to go back to Sage. For 50% of what Xero costs, I can get Sage accounting + payroll. Users are asking for basic functionalities and your responses are a workaround that takes more time out of my day.

  • Graham Young commented  ·   ·  Report

    Wow! You guys have GOT to get the message. Can you not see the level of annoyance and frustration this issue is causing? I cannot believe that you have tagged this request as NOT PLANNED. How dare you. Read these messages again and get this problem fixed. Aged Statements are a BASIC necessity. You want us to run internal reports and send those out. Not good enough. We have been waiting a long time for you to sort this. In the meantime, you have put your prices up and add features we are not interested in. I don't like venting and prefer to be polite and respectful when posting, but what can we do to get you to wake up? Please think again.

  • Amanda Mitchell commented  ·   ·  Report

    I would like to see ageing added to Customer statements. I am disappointed that it is not already included.

  • Nikki Moran commented  ·   ·  Report

    This one lacking "feature" (AKA basic function) is what is stopping me from migrating 6 clients currently on Sage who would miss this ability too much to change their system. I know there must be many others who feel the same, not only is this a problem for current users, it is holding others off migrating to Xero.

  • Bokkie Fourie commented  ·   ·  Report

    We recently migrated from Sage Accounting to Xero in following a third party app that we want to use (including onselling of Xero integration functionality).

    I cannot believe that such a basic reporting feature as account ageing is not a standard inclusion in Xero statements.

    If you (Xero) don't wat to develop this feature, then give your paying subscribers the ability to build it into our custom branding documents with field codes!!!

  • Hannah Doherty commented  ·   ·  Report

    In the process of migrating to xero and just discovered that thus is, inexplicably, not a feature.

    How can Xero disregard the many, many, requests for this basic feature?
    Very surprising, I'm adding my vote in the hope that Xero will reconsider

  • John Lynch commented  ·   ·  Report

    The aged listing only works with the functional currency used in Xero, but statements report is in the billing currency.

    Using the aged listing which is translated into whatever the functional currency is set in Xero, these numbers would be utterly meaningless to our customers.

  • Riaan Badenhorst commented  ·   ·  Report

    Dear Gary.

    Please understand that at the premium Xero charges for its subscription, we expect the feature to be a basic function. We are already paying a premium and therefore the need to pay for an additional subscription for a basic function unnecessary. We all are familiar with Statey and is not a new add on. We just refuse to pay and pay and pay. From the latest update by @Kelly Munro from Xero, I realized that the feature will not be added and just ignoring the 360+ votes. Xero is more concerned to add basically useless functions that only have 10 votes (have seen this)

    Thus to save myself from a headache, I am bust migrating clients to a platform that is accountant centric. OH, that was 40+ clients. Only left about 11 to migrate. But I am sure in will not affect Xero's bottom line.

    This was not the only feature that made me consider to move, but the pure ignorance from Xero is beyond believe.

  • Gary Greyling commented  ·   ·  Report

    Hey all. There is a new plugin on the Xero app store called "Statey" that makes this automatic and easy.

    I know the spirit of this thread is that it should be part of Xero. But at least there is now a 3rd-party plugin that makes this easy, even if it does cost a couple of bucks.

    It also enables the much requested 'automatic statement send outs' feature.

    A solid interim solution for those in desperate need of this.

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