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3 votes
Accounting Rivers Edge
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5 votes
Perhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
Accounting Rivers Edge
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We also are a charity. We would like to issue donation receipts either quarterly or yearly rather than with each donation. So far, to do this we must receive a prepayment which we then apply to a quarterly invoice. Each prepayment is listed on a separate line of the invoice so that each donation amount is shown. In order to track monthly donations, we enter the account for each type of donation on the prepayment. This creates extra entries when we run an account transaction report. As well, It makes it trickier to get a charitable donation receipt listing for our accountant at year end.
The other issue we have is that we also have a yearly silent auction. We end up doing manual receipts for those as the amount that can be receipted is what was paid above the market value of the item. In other words, they get a receipt for a portion of what they pay for the item.
It would be helpful to be able issue a receipt for all donations received without having to enter them once on a prepayment, and once on the invoice, and then apply all the prepayment. The receipt should also have the date of the donation and the date the receipt was issued. Is there a way this can be added to Xero's functionality?