Settings and activity
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8 votes
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Brett Letcher
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18 votes
An error occurred while saving the comment Brett Letcher
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Need this to process multiple donations. It's painful to process receipts individually. Would love an option to send receipt automatically upon payment received.
Brett Letcher
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7 votes
Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.
Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?
An error occurred while saving the comment Brett Letcher
commented
This function is critical for us as a charity to keep track of how funds are allocated within each bank account. The option to filter using a bank account was available in the old report but the new report filter produces an error. Applying any filter returns "nothing to show here".
Looking forward to this addition Xero team!
Brett Letcher
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5 votesBrett Letcher
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164 votesBrett Letcher
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Customer Statements - the current statements no not show the total amount of payments made. This is unhelpful for repeat customers who want to easily see how much they have paid over time. The only total available is the "balance" or "amount due" which both say "0" if a customer has paid all invoices.
Can Xero please bring in an option to include total payments made for the statements report. As a non-profit we send out statements for all donations for donors to account for their donations at tax time. This would also be useful outside the NFP sector for customers who want to easily reconcile total amount paid to their own records.