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7 results found

  1. Contacts | Groups list - View Customer Account Credit Limits

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amanda Llewellyn shared this idea  · 

  2. Contacts - Ability to import credit limits

    24 votes

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    submitted  ·  6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amanda Llewellyn supported this idea  · 

  3. Contact report / export - Including credit limits and terms

    95 votes

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    26 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

    Amanda Llewellyn supported this idea  · 

  4. Aged Receivables - Include credit limit

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Amanda Llewellyn supported this idea  · 

  5. Contact - Supplier Account Credit Limits

    138 votes

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    submitted  ·  82 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amanda Llewellyn supported this idea  · 

  6. Contacts - Export Statements to CSV

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amanda Llewellyn shared this idea  · 

  7. Customer statements - Export to Excel

    164 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Amanda Llewellyn commented  · 

    Facility to export customer statements to excel.
    The only option at the moment is pdf or email.
    The CSV option is no longer available either.
    I believe there are quite a few of us that would really benefit from this feature

    Amanda Llewellyn supported this idea  ·