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  1. Customer Statements - Ageing (30, 60, 90days)

    428 votes

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    165 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Leean Bedwell supported this idea  · 

  2. GST - Ability to transfer refund to an associated tax payer

    15 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Leean Bedwell commented  · 

    This feature would be more efficient than having to request separately from the GST return.

    Leean Bedwell supported this idea  · 

  3. NZ Tax - Adding Correspondence to Tax Return

    24 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we appreciate hearing how we could make processes more efficient for our customers using Xero, this is not an idea we would be able to take action on.

    Inland Revenue do not currently allow correspondence to be sent with a tax return via the Gateway services. This may be feedback that you could share with your IR Account Manager. Thanks

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    Leean Bedwell commented  · 

    This would be an efficient feature to have.

    Leean Bedwell supported this idea  ·