Settings and activity
3 results found
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116 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
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Ruth Ball
supported this idea
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9 votesRuth Ball
supported this idea
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An error occurred while saving the comment Ruth Ball
commented
When filtering bills by planned date within reports Xero will automatically use the due date when a bill has no planned date. However, when reporting on planned payments there is a reason that bills have no planned date ie. they are disputed or will be offset by a supplier who is also a customer.
It should be possible to exclude bills with no planned date from reports.
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50 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Ruth Ball
supported this idea
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Hi Kelly,
I was already aware of this workaround but it's not useful as it excludes any customers who currently have no balance.
By "terms" I mean credit terms ie. payment is due 30 days from invoice days.