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1. Invoice Report - Including account, date paid and method of payment

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

   Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.

   
   

   Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.

   Once you've customised the report as you like, you can save as Custom to easily access that view anytime.

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   Camille Erskine commented  ·  29 April, 2024  ·  Edit…  ·  delete…

   It would be great if we could run a report for payments actually made in an exact date range, therefore not payments that have been reconciled and marked as paid on a certain date but the payments that were actually paid in the bank during a period.
   Currently there is no actual report that can be run and it seems so simple. Like a bank statement but with all of the details from the 'Bills to Pay' invoice section ie. Invoice no; paid date; description and amount.
   Thank you!

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   Camille Erskine supported this idea  ·  29 April, 2024