Supplier Payments - adding onto supplier account
It would be helpful if the supplier account showed a clear payment history including payment date, payment amount and related invoice number. A summary of total payments made to each supplier over a selected period would also be useful. Currently we have to review batch payment files and manually calculate totals, which is time-consuming when a supplier has phoned up. When looking at the batch file, all invoices are listed individually rather than bulked together by supplier name.
Amy Reed
shared this idea
You can already review a supplier’s payment history in Xero using the Supplier Bill Activity report.
To access it:
- Go to Reporting → All reports.
- Find and open Supplier Bill Activity.
- Select the supplier and the date range.
- Click Update.
The report shows bills, credit notes, overpayments and prepayments for the selected supplier and period. You can also use the report settings to include or exclude prepayments and refine the results.
If you need to see specific payment dates and amounts, run the Payable Invoice Summary report, filter or group it by supplier, and add columns such as Last Payment Date and Payments/Debits.
We hope this helps provide the supplier payment history you’re looking for directly in Xero.😊
