Skip to content
← Reports & tax

Enter your idea

Reports & tax: Reporting

Categories

(thinking…)

Receivable Invoice Detail - Top Customers report to exclude overpayments

Suggested improvements to Receivable Invoice Detail - Top Customers report.

The definition of this report is attached. It provides a list of sales invoices and credit notes by contact.

If a customer has an overpayment on their account, the report incorrectly treats this cash payment as a sales credit note and reduces the customer's sales figure by the overpayment. Please can this report be corrected to only include sales invoices and sales credit notes? Thank you.

18 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Maeve Stuart shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded  · 

Thanks for sharing your idea, Maeve.

We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Nancy Nancy commented  ·   ·  Report

    Dear Maeve, I think endless. You posted it on Oct.18, today is Feb.28.
    And there is just a wrong mapping of accounts for this report.

    When I asked about such a sophisticated report of AP : opening balance, transactions, closing balance, running balance in the original currency (not reporting), I was advised to do it in Excel... AP !!! Long conversations with customer team, a number of wrong answers... Excel.
    And actually you did their job of finding a mistake, by writing to them about it, posting it.
    Sad.

  • Maeve Stuart commented  ·   ·  Report

    Hi Nancy,

    Agreed. I'm being asked to canvass for votes to get errors in the software corrected.

    There are 18 votes. I wonder how many are needed in order to get this fixed?!

  • Nancy Nancy commented  ·   ·  Report

    Why do I want to cry when I see customer service responses?

    Instead of saying, "Thank you for noticing the error and we'll fix it immediately," they say, "We've reviewed your idea and now it's up to the community to get behind and support it."

    It's mindless and unprofessional, but very convenient to do nothing.

  • Maeve Stuart commented  ·   ·  Report

    Thank you Haroon. It would be great to get this bug fixed.