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2 votes
Bokkie Fourie
supported this idea
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418 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…
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632 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Bokkie Fourie
supported this idea
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An error occurred while saving the comment Bokkie Fourie
commented
We need to be able to add GL (general ledger) account names in line items for Purchase Order documents sent to suppliers.
In invoices, credit notes and qoutes there is <<ItemCode>> for defined products and services.
However, for purchase orders to service providers and/or suppliers we typically allocate the costs directly to the appropriate GL account. I know that I can already select the GL account when I generate the PO, but I would also like to display this in the PO line item, e.g. (something line) <<GLAccountName>> instead of <<ItemCode>>. Also I dont want to create Item Codes for GL expense accounts that already exist.
We recently migrated from Sage Accounting to Xero in following a third party app that we want to use (including onselling of Xero integration functionality).
I cannot believe that such a basic reporting feature as account ageing is not a standard inclusion in Xero statements.
If you (Xero) don't wat to develop this feature, then give your paying subscribers the ability to build it into our custom branding documents with field codes!!!