Settings and activity
9 results found
-
102 votes
SUSAN BROWN
supported this idea
·
-
10 votesSUSAN BROWN
supported this idea
·
-
316 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
An error occurred while saving the comment -
12 votesSUSAN BROWN
supported this idea
·
-
81 votesSUSAN BROWN
supported this idea
·
-
9 votesSUSAN BROWN
supported this idea
·
-
17 votesSUSAN BROWN
supported this idea
·
-
478 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.
-
118 votesSUSAN BROWN
supported this idea
·
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.