Settings and activity
3 results found
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418 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…
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Catherine Lynch
commented
I'd say you're right. I like Xero, but I miss some of the features that Quickbooks had. Ireland is not a big enough market for them to invest in these things for us, but while ageing 30,60,90 days isn't a huge thing to me, I would have thought it an indispensable feature for any accounting package. Personally I miss being able to create partial invoices from a quote and being able to go back into the quote to see what was invoiced and what is left. I don't see why that's such a difficult thing to have either. Is it a feature available in other jurisdictions? If not that would be pretty poor from Xero. If it is, I can't see why it's not available to us.
Catherine Lynch
supported this idea
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50 votes
An error occurred while saving the comment Catherine Lynch
commented
It would seem there are several threads for this one idea. It's not being supported much, which I'm surprised at as this feature would be the ONE thing that Xero could do that would make life much easier.
An error occurred while saving the comment Catherine Lynch
commented
Being able to raise multiple invoices from 1 quote based on % of the total or of lines on the quote would be a great feature for the above reason. We usually raise 3 invoices per quote with the 1st 2 invoices being 40% and the last 20% so the copy invoice created from a quote would be cumbersome. For large commercial jobs we can have 5 or more stage payments, so this becomes even more work. I don't know if the Projects feature will allow me to track this better, as I have not used it yet, but I would defo like to have this feature available
Catherine Lynch
supported this idea
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314 votesCatherine Lynch
supported this idea
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I went to LinkedIn but couldn't see the post. This isn't a deal breaker for me, the ability to create partial invoices directly from quotes would be a much better feature for me, but customer ageing should be a basic function on every accounting package. It's very very poor to not have it, and the responses to all the people requesting it are just an insult tbh!