Contacts Reporting - Including contact address and balance due/owed
Currently, there is not a report which will show all companies in one report with their address, name and opening balances.
It is frustrating having to individually display/export each contact and then add the balances to the exported document.
It would be great if this feature could be made available as soon as possible.
Thank you
Hi MoGio, if this is for viewing your customers you might find Smart Lists allows you to accomplish what you need?
This list can then be exported from your org.
It would be good to get more detail on how this data in one view would help your business in it's day-to-days.
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Nicole Holden commented
Client gifting, Christmas cards, mailing lists etc - the info is in Xero and XPM, why can't we get it out?