Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
Silvi Makmur
shared this idea
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Susan Robson
commented
This is such basic information, that I am shocked it is still not available. After wasting 30 minutes or so chatting with Xero's AI for a solution, the "workaround" suggested requires using more software. That is ridiculous. This is the most basic of requests. Being able to run a report of invoices paid within a month - REGARDLESS of when the invoice was created, expected, due, etc. is pretty obvious. And obviously missing.
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Di Moss
commented
To find invoices paid in certain month I have to check the date of the oldest unpaid invoice from last month, then run report from that date until end of last month, then go through all the invoices to find the ones paid last month.
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Di Moss
commented
It would be helpful to be able to search receivables by paid date in the receivables summary and detail reports. Currently this is not at option.
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Gaurav Dutt
commented
I have contacted Xero on 16th August 2024, still No solution.
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LENITA THOMPSON
commented
Adding a list of payments and dates makes the report more useful and relevant.
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LENITA THOMPSON
commented
list payment amounts and dates on receivable invoice summary report