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  1. Invoice Reminders - Auto email Statements to customers

    413 votes

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

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Mazaheer Rajwani supported this idea  · 

  2. Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date

    27 votes

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

    Hi Paul, it sounds like the Aged reports could be useful here. With either the Detail or Summary report you'll be able to set the Ageing periods before running the report - Or is there something else I'm missing here? 

    See an example I created in the demo co. below 📷

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    Mazaheer Rajwani commented  · 

    I would like to run the report for Apr 2023 which shows me outstanding balance as at today (Nov 2023)

    So if there was an invoice raised on 30 April 2023 and paid on 31 July 2023.

    I want the report (Apr 23) to show me Sales Invoice £200.00 - Outstanding (as at 13/11/2023) NIL

    Mazaheer Rajwani supported this idea  ·