Settings and activity
4 results found
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87 votes
Di LM
supported this idea
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434 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…
Di LM
supported this idea
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39 votes
An error occurred while saving the comment Di LM
supported this idea
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76 votes
Hi everyone, we understand the sentiment here and how this change could help you work more efficiently in Xero. Thank you for insights we received to assist in our discovery of this feature.
As we've continued to develop the new purchase orders experience, I am happy to share here that when this rolls out your businesses Physical address will be the default for Delivery address.
I'll return to keep you updated as this goes live.
Di LM
supported this idea
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I desperately need this. We deal with a company that has 100's of customers on their books. I am sick and tired having to go through everyone to find a customer attached under the umbrella of 1 company. Our last accounting software we used we could do this with. Put in an address, phone number and there it was. This is an absolute game changer not having this feature. Such a basic feature should already be set up on Xero. We are now in talks with our accountants to find a new accounting software or go back to the one we had! Such a shame as Xero does have many good features, but if a business can't use it to their advantage. whats the point!