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41 votes
Herman Buhrmann
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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…
An error occurred while saving the comment Herman Buhrmann
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An error occurred while saving the comment Herman Buhrmann
commented
Hi Xero, please can you add this, we are paying for the full package and I cannot believe that this (Customer Statements - Ageing (30, 60, 90days)) is not featured.
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84 votesHerman Buhrmann
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314 votesHerman Buhrmann
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35 votesHerman Buhrmann
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Hi Xero,
I would like to request access to the Statement Mergefields for Age Analysis. This seems to be a standard field in most accounting packages and I would certainly expect it from Xero.
This is a crucial mergefield that I am sure most / if not all small businesses require to keep their debtors book under control.
I am aware of third party plug-ins like Statey that has access to the Xero Age Analysis fields . However, the price of it is 25% of what we already pay for Xero, and that only to get access to a mergefield (Age Analysis).
Come on Xero, please give ear to so MANY that has requested this feature.
We receive wonderful newsletter from Xero on managing cashflow etc. But if you are really serious about helping small business - why not consider making this mergefield available.