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Settings and activity

6 results found

  1. Statements - For contacts who are a supplier as well as a customer

    2 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Tania Smith shared this idea  · 

  2. Customer Statements - Use Contact default to apply template

    19 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Tania Smith supported this idea  · 

  3. Contacts: Statements - Allow to be sent to Contact Groups

    188 votes

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    submitted  ·  105 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Tania Smith supported this idea  · 

  4. Reporting - Add an Account column to the Contact Transaction detail report

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tania Smith supported this idea  · 

  5. Statements - Show actual outstanding amount instead of as at date

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tania Smith supported this idea  · 

  6. Customer Statement - View running balance

    22 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  ·