Settings and activity
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90 votes
Eugene Bonthuys
supported this idea
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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…
Eugene Bonthuys
supported this idea
·
This is imperative especially where segregation is needed within certain staff roles. A more granular user role approach is needed as a matter of urgency. At the moment it is an "all or nothing" user right but some users with invoice only roles might need to use one bank account as they only do Petty cash recons or need to print only an Accounts payable or purchases per GL code report. Please assist urgently.