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  1. 85 votes

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    Paul Murray supported this idea  · 
  2. 235 votes

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    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

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    Paul Murray commented  · 

    This would be great if available in UK

    Paul Murray supported this idea  · 
  3. 28 votes

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    Hi Paul, it sounds like the Aged reports could be useful here. With either the Detail or Summary report you'll be able to set the Ageing periods before running the report - Or is there something else I'm missing here? 

    See an example I created in the demo co. below 📷

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    Paul Murray commented  · 

    Thanks for this Kelly but not quite there. Say year end of client is July-22 like your example, yes Xero pulls the correct debtors/creditors figure at that date which matches the trial balance. But what i am after (which was a feature of both Sage & QB) is when we actually do the accounts say 6 months later, i want to know the debtors/creditors that still remain outstanding at July-22. If £10k was o/s at July-22, but £9k was paid a month or 2 later, is there any balance that i need to chase the client with. On sage, there is a box to tick to include future payments, on QB the option was to show balance at report date (July-22) or current date (open balances still at July-22). Does this make more sense now?

    Paul Murray shared this idea  ·