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
Returning to the post here we will shift this to Existing functionality. While not always in the base form you're after many of Xero's reports are very flexible and can be set up and saved as custom to access your reporting needs.
In this scenario the Receivable Invoice Details report, could b be Grouped by Contact, and the Date Search selected to run by Due date. Adding a filter for Status to only show invoices that are Approved or Sent, and 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.
