Contacts - Add a Running Total column to the Activity tab
Add a running total column for outstanding invoices/bills in contact activity.
Pras Ramachandra
shared this idea
Thanks so much for taking the time to share this idea with us Pras 🙂
We can see it would be helpful to have Xero automatically calculate the net amount between invoices and bills for the same contact.
We’ve now moved your idea to Gaining Support so other customers can add their vote and share how this would help their workflow too. This helps our product team better understand the level of interest and impact.
We really appreciate you raising this with us, and we’ll keep you updated if there’s any progress to share.
-
Rebecca Chelsea
commented
When a contact has both a Payable & receivables balance there should be a way of reconciling the items against each other so we only then have to pay the balance rather than working it out and having to manually pay it through the bank or pay the invoice, await the receipt instead of just paying or receiving the difference.
-
Mandy Gan
commented
is convenient to view the report with total running balance to show it.