Reporting - Run customer/supplier activity report for a range of customers.
Add the feature to run customer/supplier activity report for a range of customers.
Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."
But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.
We would like to have some sort like customer movement report with selected filter of a range of customer.
First Equity Capital Limited FECL
shared this idea
Hi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.
For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.
Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.
Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂
