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  1. Contact report / export - Including credit limits and terms

    133 votes

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    32 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 commented  · 

    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.

    Ruth Ball supported this idea  · 

  2. Invoice Reporting (Payables) - Ability to include Planned Date as a separate column

    15 votes

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    submitted  ·  6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Ruth Ball supported this idea  · 
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    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.

  3. Bills - Filter awaiting payment bills without a planned payment date

    66 votes

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    19 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest this idea has built and understand how filtering for Bills that have no planned date would help in being able to assign planned dates more efficiently and help you manage your bills.

    We're in the process of making a lot of valuable updates to Bills with a focus on releasing our new Bills edit and View pages right now, along with this there are updates that we are making to Bills infrastructure that will make adding features like this simpler in the future.

    While we can't commit to this idea right now, I'll make sure to share an update with you here if this gets picked up.

    For now, as noted in my last update you can currently re-order bills by the Planned date column header which will help group all Bills that don't have a planned date together.

    Ruth Ball supported this idea  ·