Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

Aged Receivables report - Include credit control notes

we would like a one line aged receivables report which shows the notes in a column next to each client, eg so we can see at a glance where credit control is up to at a glance looking at all the clients rather than having to go into each one.
If not possible can we tailor a report e.g how would we show the credit limit on the aged receivable report in another column?

36 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Kate Hill shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey Kate,

Thanks for sharing this suggestion! I can confirm it’s already possible in Xero to see, at a glance, credit control information in the Aged Receivables report.

You’ll need to either add the ‘Credit Limit’ and ‘Available Credit’ columns to your Aged Receivables report, or use the ‘Customer credit limits’ Common Format, to surface this information.

I’ve attached a screenshot as an example, and you can read more about this in our 'Show customer credit limits' article on Xero Central.

Show previous admin responses (1)
Comments are closed An error occurred while saving the comment
  • Beth Gray commented  ·   ·  Report

    To have the ability to "add notes" is a MUST for basic risk management + collections reporting.
    There should be an easy indicator when looking at account listing that there have been notes added. Similar to how there is currently an EXPECTED payment date, to have indicator there are notes is an effective and visible tool for collection management. thanks...