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  1. Contact report / export - Including credit limits and terms

    131 votes

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    32 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.

    As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.

    Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.

    Scott Carney supported this idea  · 

  2. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    225 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

    Scott Carney supported this idea  · 
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    Scott Carney commented  · 

    A report that includes price, quantity and account fields for both customer invoice and receive money transactions. Perhaps add price and quantity fields to the account transactions report