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5 results found
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416 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…
Tracy Packman
supported this idea
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1,469 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Tracy Packman
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Tracy Packman
commented
I'd like to see this. At present, if I enter a bill and someone outside the accounts dept raises a query on it, there's nothing I can do within Xero to make this immediately obvious. A flag would be a great help when I pay a month's worth of bills - some suppliers provide 3-400 bills per month.
An error occurred while saving the comment Tracy Packman
commented
being able to see which invoices are disputed is vital for credit control.
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540 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
An error occurred while saving the comment Tracy Packman
commented
I can't understand why this isn't already incorporated in Xero. The more I use Xero, the more I am disappointed with it's lack of basic tools.
Tracy Packman
supported this idea
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568 votesTracy Packman
supported this idea
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29 votesTracy Packman
supported this idea
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This is a basic requirement. Business raises an invoice, posts it to accounts software. It's now included in month end reports and VAT returns. Customer has an issue and rightly refuses to pay until issue is resolved. Flagging the invoice is vital to getting the issue fixed and invoice paid. Why Xero can't do this simple thing is beyond me - every other accounts package I've used over the last 40 years can. Maybe it's time to go back to Sage.