Settings and activity
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7 votes
Thanks for the feedback, Jo. It's good to hear how more filter and save options within Tax Manager would be useful for your practice.
We'll share if there are any plans made to enable this here.
Sandra Tucker
supported this idea
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480 votes
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…
An error occurred while saving the comment Sandra Tucker
commented
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.
Sandra Tucker
shared this idea
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Hi Jo, I agree. Having the ability to filter why returns are suspended is so important. With the old version I could see which suspended returns were suspended due to payment or late lodgment. It's easier to have there filters to monitor the returns.