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3 results found
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119 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
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Carolynne Spencer
supported this idea
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Carolynne Spencer
supported this idea
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13 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
An error occurred while saving the comment Carolynne Spencer
commented
Hi Ethan
Thank you for the update.
Within your report pack design can you add the option as at date? You have pre-determined choices for this month, last month, this financial year, and last financial year.
Can you add " at this date" then it only expects an answer in the end date box, the start date box the code will tell it to ignore or replace with null and operate the report on end date only.
selecting the same date in both start and end box is frustrating, time consuming if you are having to track back day by day which sometimes can be necessary.
I think you have the feed back, it just needs resolution, please.
regards
CarolynneAn error occurred while saving the comment Carolynne Spencer
commented
Hi Kelly,
I agree with Zac, the process you have outlined does not work. I have sent a screen video to my account handler showing the process you have suggested and how Xero is not reacting as you have described. I have asked my account handler to forward it to you.
Carolynne Spencer
shared this idea
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It also needs to work with large volumes of customer contacts.