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  1. 1 vote

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    Claire Taylor shared this idea  · 
  2. 6 votes

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    Claire Taylor commented  · 

    Re Aged Payable Report and Ages Payable Summary Reports

    Can there be an option under 'Ageing by' for 'Planned Date' and when searching in Business section

    I import alot of invoices into Xero and dont use the due date.

    When balancing my monthly statements I allocate planned dates they are due

    Claire Taylor supported this idea  · 
  3. 29 votes

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    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

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    Claire Taylor commented  · 

    Kelly the Customer Invoice Activity report is not a solution to the problem it still shows the payment split and allocated against each invoice even if it did show the total payment it is not a statement with our letterhead - very unprofessional and how do we select which customers to print each month - ridiculous!.

    I only have about 20 statements to send out every month let alone other businesses that have 100s to send out.

    What we are wanting the statements to show on the statement the total payment the customer has made not show how the payment was split up against invoices. Like Jayne said the customer just wants to check what they have paid - not specifically which invoices it went against. Can this total not come from the batch total of the payment if paying for many invoices.

    Would have thought this was a simple accounting practice for an accounting system

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    Claire Taylor commented  · 

    I totally agree the way it is printed now is very confusing for customers - they just want to see the total they have paid not what invoices it was allocated to

    Claire Taylor supported this idea  · 
  4. 34 votes

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    Claire Taylor supported this idea  · 
  5. 205 votes

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    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

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    Claire Taylor commented  · 

    Thanks for the update

    I realise there is a lot of work needed in the background that we dont see but put simply for me a tick box beside transactions like in bills and sales and to be able to select all the transactions with 'OK' is really what I would like to save time in the reconciliation....

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    Claire Taylor commented  · 

    A big time saver!

    Claire Taylor supported this idea  · 
  6. 84 votes

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    Claire Taylor commented  · 

    This would be great for Trial Balance Report I use monthly and use general ledger numbers rather thank names - an option to choose would be great

    Claire Taylor supported this idea  · 
  7. 88 votes

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    Claire Taylor supported this idea  · 
  8. 148 votes

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    Claire Taylor supported this idea  · 
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    Claire Taylor commented  · 

    Also having headings on reports run to stay at top of screen esp when using categories and large Profit & Loss report

  9. 643 votes

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    Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.

    Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.

    Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.

    For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.

    Claire Taylor supported this idea  ·