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1. Customer Statements - Ageing (30, 60, 90days)

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   165 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate… more

   An error occurred while saving the comment
   Sandra Tucker commented  ·  15 February, 2023  ·  Edit…  ·  delete…

   I'd say that xero doesn't monitor this forum as I first thought since I made the suggestion mid last year. And I'm sure this has been suggested way be for I did. The fact that there is a 3rd party app that would solve our issues, they don't intend to make the changes. I believe we pay enough for the system as it is and should be a standard feature. But sadly I don't think they are listening to the users of their software.

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   Sandra Tucker shared this idea  ·  18 May, 2022