Clarity on Statements
When sending clients statements, clients cannot view their payments clearly. For example our client made a payment on 8th September however all he could see was the allocation rather then the actual payment.
Is there a way for the statement to show the payment as well as/ instead of how it was allocated to make it easier for clients to understand
Donica Dawe
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
Jennifer Alexander
commented
Please add a way to adjust the statement format so that payments in are shown more clearly alongside the allocation details. This would make the statements much easier for clients to interpret.