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

    95 votes

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    26 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

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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

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  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 - View bills awaiting payment without a planned payment date

    42 votes

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

    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  ·