Settings and activity
6 results found
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427 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…
Andrew Gibson
supported this idea
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36 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Andrew Gibson
supported this idea
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70 votesAndrew Gibson
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82 votesAndrew Gibson
supported this idea
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40 votes
An error occurred while saving the comment Andrew Gibson
supported this idea
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635 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Andrew Gibson
supported this idea
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Agreed, using all nominals from a client's Xero can make the detailed P/L unwieldy, having the option to condense certain nominals into one would help makes things more manageable.