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Settings and activity

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  1. 44 votes

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    Hi everyone, thanks for your interest and good to see how we can be expanding capabilities for our users across the world.
    While we don't have plans of developing this in Xero, we have recently partnered with Parolla to offer a connected plug-in to your Xero organisation at no additional charge to users with an Ireland based org.
    Connected to Xero, Parolla will generate VAT3 returns for direct upload to Revenue Online Services, as well as generating Single Euro Payments Area (SEPA) compliant payment files - Find out more here

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    Ruta Rudaite commented  · 

    Thanks for improvement!
    Still RDT Report badly needed...

    Thanks!

    Ruta Rudaite supported this idea  · 
  2. 33 votes

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    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

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    Ruta Rudaite commented  · 

    Hi Kelly,

    On the Contact Transaction reports it doesn't show total Invoiced amount. I will attach the example statement from our previous account system. If we could generate report or statement laike this, would be very helpful.
    Thank you very much!
    Kind Regards,
    Ruta

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    Ruta Rudaite commented  · 

    Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!

    Ruta Rudaite supported this idea  ·