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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.

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Tatenda Chirochierwa shared this idea  ·   ·  Report…  ·  Admin →
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  • Natascha Natke commented  ·   ·  Report

    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.

  • Tania Smith commented  ·   ·  Report

    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.