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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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  • Riaan Badenhorst commented  ·   ·  Report

    Another basic funtion not included and need to pay a third party app for this feature. At the current prices, this should be standard

  • Gary Greyling commented  ·   ·  Report

    Take a look at "Statey" on the Xero app store. It adds this to your Xero statements.

  • William Pearce commented  ·   ·  Report

    Because most people that have accounts pay by each month, can the statements be brokendown into each months invoices, Jan, Feb, Mar, Apr.

  • Lucilia Powell commented  ·   ·  Report

    Yes, absolutely essential. It's not right that some invoices that aren't overdue show as due.

  • Gayo Primic commented  ·   ·  Report

    Thank you, Gary,

    Statey feels like "way overkill" for the simple piece of reporting that we are asking for; and that "should" already be on the Statement.

  • Pieter van Staden commented  ·   ·  Report

    Please could you make this a matter of urgency! A lot of clients want to move to other accounting software due to this!

  • AJ (Celeste') Langeveldt commented  ·   ·  Report

    Nancy it depends what industry you are in. If you are into international logistics like us some customers have 60 and 90 day payment terms. This should be standard on an accounting program not a add on.

  • Nancy Wauchope commented  ·   ·  Report

    I worked for a guy once who said they wouldn't have 30-60-90 day columns if they didn't intend for you to use them. Customers should be paying by invoice and should stay current. This is more a customer management problem than a Xero problem.

  • Jacqueline Savage commented  ·   ·  Report

    Hi

    Thank you Gary. The Statey app would definitely add the 30-60-90 day aging to the xero statements but unfortunately a minimum fee of £5 per month is a lot to pay for what should be standard.

  • AJ (Celeste') Langeveldt commented  ·   ·  Report

    Hi Gary,

    Can you shed some light on the cost concerning this "add-on" once the free trail period as ended ? Surely this should be included as function, not be an extra paid service to be downloaded

  • Gary Greyling commented  ·   ·  Report

    Hey Julieanne

    You should check out "Statey" on the Xero App Store.

    It adds the 30-60-90-day aging to statements. And allows you to customise the calculation to be based on invoice or due date.

    It can also automatically send the statement to all overdue customers.

  • Julieanne Charles commented  ·   ·  Report

    I totally agree with this option being critical and added to statements. We have found that our Clients like to be able to pay by period and we have even had some Clients who say that they use the period analysis at the foot of our current statements, from another system, to ensure that they are not getting behind as it shows straight away if they have any that are say over 60 days late.

  • Simone Nelson commented  ·   ·  Report

    We have customers ringing to clarify exactly where their accounts stand at 30, 60, or 90 days. The statements are confusing and the template needs to reflect how WE want them to look.

  • Ja-nine Branford commented  ·   ·  Report

    SOA must reflect statement periods as a matter of urgency. Its getting to the point where it will be a factor in me moving accounting software if this doesnt happen.

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