Settings and activity
46 results found
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45 votes
Jane Stergio
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14 votesJane Stergio
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3 votesJane Stergio
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10 votes
An error occurred while saving the comment Jane Stergio
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91 votesJane Stergio
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60 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
Jane Stergio
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370 votesJane Stergio
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223 votesJane Stergio
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4 votesJane Stergio
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7 votes
An error occurred while saving the comment Jane Stergio
commented
I think the account number should also be included.
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5 votesJane Stergio
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2 votes
Appreciate not exactly the way you're wanting to view this information, but in lieu of a report for this atm perhaps the History & notes could be a way for you to view this information.
You can add a filter for the type of transactions (like payments) that you'd like to view and the date noted in history will be the date the action was made in Xero.
An error occurred while saving the comment Jane Stergio
commented
I need to supply an external application the payments that we have received so they can be marked off in that app - they need payment date, invoice number, amount paid, contact name.
The Receivable Invoice Detail report won't quite do it - it can't be run by paid date and it doesn't include the invoice number as a column to be selected.
The Receivable Invoice Summary report also is almost there, but it can't be run by paid date, and the amount paid is a cumulative total. I need a list of payments when partial payments are made against an invoice.
And a unique payment id would be great too.Jane Stergio
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8 votes
An error occurred while saving the comment Jane Stergio
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I also would like to see the invoice status on the account transaction report - so I can see paid vs not paid.
Jane Stergio
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201 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
Jane Stergio
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68 votesJane Stergio
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145 votesJane Stergio
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47 votesJane Stergio
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12 votesJane Stergio
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565 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Jane Stergio
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29 votesJane Stergio
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There should be an option to export any reports as csv where there is an option to export as Excel.
If the data being exported is to be imported into another system which requires csv, having to edit the file each time is time consuming and unnecessary.