Reports: Show report of customers by last statement sent
Develop report that lists customers with date,type and amount of last statement sent.
Janeen De Klerk
shared this idea
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Emily Wiseman
commented
We have 470 customers on repeating invoices, it is exceptionally time consuming to have to manually select which need to be sent statements, especially when the filtering on send statement is next to useless and you cannot see or report on when last statements were sent for all customers.
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Jonathan Shepherd
commented
The customer statement screen should show the date that the statement was last sent or exported from Xero. This will enable users to quickly see who has recently been contacted/provided with a statement, and who needs to have them issued. There is sufficient white-space on the screen to allow this, and the information is already stored under the contact history.
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Jomaine Van Schalkwyk
commented
Consolidated Printable Report for Statements that have been e-mailed.