Transaction list showing unapplied payment amount
We need a transaction list for all contact where the unapplied payment amount reflects. It is very difficult to compare our Xero statement with transaction list from a supplier (or debtor for that matter) if you have to export the Xero report on the contact to be able to add up all applied payments and then only be able to compare statements.
The Contact summary Report should have the option of seeing the report with applied payments or show the payment amount as it came (or was paid out) to suppliers / customers.
Elmie Jordaan
shared this idea
Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?
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Andrena Miles
commented
This is one area that "bugs" me in Xero, on a contacts account be it supplier or customer you can not see the "payment" as an entry. You can see that the invoice / bill has been paid but not the actual payment as a separate line. So if you paid more than one bill, you can not see the total of the payment that you made on a certain date unless you go through and look at dates bills were paid and add the amounts up.