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95 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
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Carolynne Spencer
supported this idea
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581 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…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.