Settings and activity
6 results found
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8 votes
Hi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.
Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.
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Tania Smith
commented
Statement by Contact - as same contact a bill payment and a customer.
Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.Tania Smith
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25 votesTania Smith
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241 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Tania Smith
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3 votesTania Smith
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2 votesTania Smith
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44 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
An error occurred while saving the comment Tania Smith
commented
Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.Tania Smith
supported this idea
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This would be fantastic - as I have to use a template I have set up. Bring this on fast please.
Tania