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  1. Invoices: Repeating Invoices - Bulk Import/Export

    268 votes

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    submitted  ·  105 comments  ·  For small businesses » Business features  ·  Admin →
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    Ruhan van der Westhuizen supported this idea  · 

  2. Tracking - Ability to import categories

    96 votes

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    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Ruhan van der Westhuizen supported this idea  · 

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

    418 votes

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    165 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…

    An error occurred while saving the comment
    Ruhan van der Westhuizen commented  · 

    Hi Xero,

    It would be so beneficial to have the ability to send the Aged Receivables directly from Xero. It is so frustrating at the moment. Doing accounts manually :-) :-(

    Please will you look into this matter again maybe?

    Thank you