Settings and activity
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474 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…
Lidia Cymerman
supported this idea
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84 votes
Hi everyone, thanks again for continuing to engage with us on needs in running this report for a date range outside of the US.
We appreciate those who signed up to aid in our teams research, and would like to share that this has progressed.
We're now in the process of rolling out the ability for all customers to run the Trial balance report for any custom date range.
I'll round back to confirm once this is available to everyone. Thanks
An error occurred while saving the comment Lidia Cymerman
supported this idea
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193 votesLidia Cymerman
supported this idea
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308 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
Lidia Cymerman
supported this idea
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This has been a feature in the past as we had a custom report created in the past 2 years with custom data range but it looks like Xero has dropped this feature and you cannot copy the old report to the new company. we have a longer accounting period for the first year of trading and it will involve a lot of manual work to set upmonthly report that was previously run via just one update click