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  1. Account transactions report - Show description of transaction line

    157 votes

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    75 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

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    Accounts Department commented  · 

    Its an absolutely stupid feature that will take the Xero Development team 5 minutes to resolve.
    Contact = Contact
    Description = Description
    NOT: Description = Contact + Description

    Accounts Department supported this idea  · 

  2. Customer Statements - Ageing (30, 60, 90days)

    412 votes

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    161 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Accounts Department commented  · 

    It is absurd that Xero does not include invoice ageing on the Customer statements - this is basic accounting functionality and is required by ALL Customers. Likewise we (business) require Suppliers to provide detailed Creditors Ageing on the monthly statements.

    Xero appears to be completely disinterested in addressing this issue???

    Hello Xero????

    Accounts Department supported this idea  ·