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'Customer Statements - Date Last Sent' has been merged into this idea

For small businesses: Accounting features

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Reports: Show report of customers by last statement sent

Develop report that lists customers with date,type and amount of last statement sent.

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Janeen De Klerk shared this idea  ·   ·  Report…  ·  Admin →
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  • Emily Wiseman commented  ·   ·  Report

    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.

  • Jon Shepherd commented  ·   ·  Report

    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.