Settings and activity
9 results found
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78 votes
SUSAN BROWN
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10 votesSUSAN BROWN
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279 votes
Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
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12 votesSUSAN BROWN
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76 votesSUSAN BROWN
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8 votesSUSAN BROWN
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17 votesSUSAN BROWN
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432 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment SUSAN BROWN
commented
We really do need this feature. This is surely a basic of accounting.
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72 votesSUSAN BROWN
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Agreed 100% - glad I am not the only one that finds this totally lacking in Xero. It's a real problem navigating your way around supplier and customer balances.
A simple detailed supplier ledger and customer ledger is all we need. Showing balance brought forward with bills and payments........Simple.