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  1. Files - Bulk export/print attached files

    650 votes

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    254 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    AJ (Celeste') Langeveldt supported this idea  · 

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

    418 votes

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    165 comments  ·  For small businesses » Business features  ·  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…

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    AJ (Celeste') Langeveldt commented  · 

    I agree 100% with Riaan

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    AJ (Celeste') Langeveldt commented  · 

    Nancy it depends what industry you are in. If you are into international logistics like us some customers have 60 and 90 day payment terms. This should be standard on an accounting program not a add on.

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    AJ (Celeste') Langeveldt commented  · 

    Hi Gary,

    Can you shed some light on the cost concerning this "add-on" once the free trail period as ended ? Surely this should be included as function, not be an extra paid service to be downloaded

    AJ (Celeste') Langeveldt supported this idea  · 
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    AJ (Celeste') Langeveldt commented  · 

    We need Xero to allow us to sort a statement in due date also. I agree with some of the other comments- overdue payments and aging should be shown