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  1. Files - Bulk export/print attached files

    660 votes

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    265 comments  ·  Users & setup » Export  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

    AJ (Celeste') Langeveldt supported this idea  · 

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

    434 votes

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    165 comments  ·  Invoices & quotes » Invoicing  ·  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