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Reporting - Add ageing for Customers and Suppliers

Add the following to reports:
Supplier Activity Statement to compare with the statement received from your suppliers.
Alternatively - enable a Customer and Supplier DETAILED LEDGER as per usual accounting practice. This should be standard within Xero.

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Johann Soekoe shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi all, with no response from my last update we are going to shift this to delivered with the ability to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact.


For ageing periods on a customer's statement -  we have an idea for this that we've shared on and to be upfront we don't have any plans in the foreseeable future.

Supplier statements have been discussed on a different idea. However, we want to be upfront this isn't planned.

Show previous admin responses (2)
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  • Sharon Davis commented  ·   ·  Report

    And make sure it is useable in multi-currency scenarios

  • Janice Mcgrother commented  ·   ·  Report

    It is something that really needs to be addressed. You can't go into the customer or supplier account and see at a glance like you can in other systems what they owe and it also being an aged analysis at the bottom. You then have to go to reports and find out that way, so long winded and frustrating!

  • Janice Mcgrother commented  ·   ·  Report

    I agree, the screens for supplier and customers are terrible. Would be good to have a screen like Sage which shows an aged breakdown at the bottom and shows payments on account within the list of outstanding invoices/credits, instead it shows it at the bottom where the notes are, which is silly and confusing. Most confusing ledgers I have ever seen!