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.
Hi team, to confirm the idea here are you asking for the ability to view ageing for contacts within their contact record in Xero?
As one user has noted in the idea, it is currently possible 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.
Appreciate there has been an ask around ageing periods directly within the customer statement - this is not something we have any short term plans for. You can see more around this on this idea.
Similarly we've had an idea raised for Suppliers statements similar to a customer statement and want to be upfront this isn't planned at this time.
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Sharon Davis commented
And make sure it is useable in multi-currency scenarios
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Janice Mcgrother commented
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!
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Janice Mcgrother commented
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!
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Johann Soekoe commented
Agreed