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  1. Customer Statement - View running balance

    44 votes

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    13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Dov Sprung shared this idea  · 

  2. Remittance - Select & send from Account Transactions screen

    53 votes

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    29 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.

    We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.

    In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!

    Dov Sprung supported this idea  ·