Statements - Merge bills and invoices on one statement
In instances where a contact is both a supplier and customer, can the system merge all transactions onto one statement for ease of reconciliations for the contact.
Tatenda Chirochierwa
shared this idea
Hi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.
Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.
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Tania Smith
commented
This would be fantastic - as I have to use a template I have set up. Bring this on fast please.
Tania
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Natascha Natke
commented
Currently xero only have an activity statement available for sales invoices/customers. It would be great for this functionality to be added to the suppliers/bills area as well. Sometimes you receive a supplier statement that you cannot make match up to your records, and it is really hard to see what payments have been made for what bills, particularly if payments are made via batch payment. I think an activity statement showing all bills & related payments (including those inside batch payments), would be so helpful in order to send a tidy report to the supplier to investigate any discrepancies that may occur.
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Tania Smith
commented
Statement by Contact - as same contact a bill payment and a customer.
Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.