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

    128 votes

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    31 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

    211 votes

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    80 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the valuable feedback you’ve shared through this idea. We get how adding Quantity and Unit Price columns to the Account Transactions report would help you with transaction reconciliation, and provide clearer insights, without the need of opening individual transactions.

    Being upfront this isn’t in our team’s roadmap, however the idea will remain open for voting. Your input continues to shape our understanding of what’s most important, and we’ll keep sharing your feedback with the product team as they assess and plan for the future.

    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