Bills - Create a Supplier Statement
Ability to view supplier activity including payments & credits within a period.
Purpose: Would help with validation and reconciling of supplier accounts, especially where payments are not specific to a bill.
AdminXero Team
(Admin, Xero)
shared this idea
We understand and value our community's enthusiasm for Supplier Statements. Our product team recently engaged directly with several of our partners and customers to provide greater insights into the needs of viewing supplier activity, and how we might provide a solution.
What we discovered was that the majority of the functionality requests for viewing supplier activity exists within Xero today. However, we haven’t done a good job in explaining where and how customers can use existing reports to complete the tasks. .
As a direct result we’ve created this help on Xero Central on some of the reports that you could use, and steps to create and export this view.
With so much change we want to help our customers re-discover Xero reporting, and you can read all about latest changes through our Blog.
Along with this there are a few product changes to make reports that support supplier activity easier to find.
We’ve uplifted the Contact Transactions - Payable report and renamed this to the ‘Supplier Bill Activity’ which you can access directly within the Reports Centre. If you’d like to take that next step - set up the report, save as custom and favourite to make this one of your top options!
Understanding how our customers value the detail of the Account Transactions report, we’re adding both Contact and Invoice # fields to this report! When delivered you’ll be able to further filter and customise this report using both these fields - Stay up to date on this idea here.
We are aware that some customers would like the ability to format and send these reports as well. It’s not possible within Xero and not on our current roadmaps for 2022. It is something we will continue to monitor feedback on and consider amongst other priorities in the future.
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Sharelle Stravakos
commented
Thanks Claudia, but that report only shows the paid or unpaid amounts of the bills and is not a true 'statement' showing dates of when and how much was paid to which bills. It can be useful, but is not quite what we are requesting in this Idea thread.
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Claudia Erasmus
commented
Hi guys, not sure if this helps but I found a transaction report for suppliers on Xero.
Contacts - Suppliers - Select Supplier - Then at the top of the page there is a "View recent Bills Report" -
NICO GOUWS
commented
I see this function as a basic necessity as all other accounting packages I work with have this function included. I think Xero focus too much on creating fancy reporting and lack the basic reporting that we all know and need.
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Carolynne Spencer
commented
This has long been a desire in the old forum. Good to see it has arrived here in the new forum. Interested to note the idea has a date stamp of Feb 5 2015. This is vital for accountants and bookkeepers and small businesses. When will it happen?