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  1. 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

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    Eoin Brannigan commented  · 

    Critical especially credit limits

    Eoin Brannigan supported this idea  · 

  2. Aged Receivables report - Show Days overdue

    35 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Eoin Brannigan commented  · 

    my bank are threatening to stop my ID line if i cannot generate these reports for them monthly going forward - i will be moving software if not resolved

    Eoin Brannigan supported this idea  ·