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4 results found
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488 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…
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Sergio Congia
commented
This workaround suggested by Kelly is not feasible. The age big needs to show in all statements that are generated and sent to customers and should be past of the statement template somehow
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54 votes
Hi everyone, thanks for continuing to share how useful it'd be to see your VAT position at a glance. We’re currently working on enhancements to the VAT widget on the Homepage of UK organisations to provide visibility of VAT building up in the current period, plus the amount to pay or reclaim on due returns.
We’ll share our next update as these changes are rolled out.
Sergio Congia
supported this idea
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541 votes
Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.
As mentioned in my last update;
- In the US we have bill pay powered by Melio, with quick payments and contact syncing.
- We offer bill pay with Crezco for our UK customers, including international payments with 32+ currencies supported.
We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.
Sergio Congia
supported this idea
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83 votes
An error occurred while saving the comment Sergio Congia
commented
Xero can implement a basic Goods Receipt screen where users can confirm the actual quantities received against a purchase order, as well as record additional costs documents for freight and duty costs.
These additional costs documents can be entered against an "Inventory" account type (say for Importation Costs), so that the costs are associated as cost of inventory.
On the screen the user can see the additional costs being apportioned to each item in the Goods Receipt screen. With the newly calculated item costs now appearing on the screen, Xero can use this new value to set the product costs value when posting the product into inventory. This new cost (which includes the import and duty costs) will be used in the PL to calculate the COGS when an invoice is created.
Sergio Congia
supported this idea
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I think Kelly from Xero missed the point here. The request is to have an agent analysis appear on customer individual statement when the statements are generated and emailed to customers at the end of a billing period.
The workaround Kelly has given is to generate an overall ageing analysis report. How is this even related??