Settings and activity
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11 votes
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87 votes
MARTIN EDGE
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178 votesMARTIN EDGE
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183 votesMARTIN EDGE
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213 votesMARTIN EDGE
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176 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
MARTIN EDGE
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664 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
MARTIN EDGE
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370 votesMARTIN EDGE
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I'd agree with this request. Our customers are split between those we have to send invoices out to and those we need to upload onto a portal or are entirely self billing. We use contact groups so we know which process we need to follow with each invoice. Being able to filter from the invoices awaiting payment screen is important to us.