Settings and activity

2 results found

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

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   445 votes

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   165 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (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 the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   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… more

   Joe Narra supported this idea  ·  04 February, 2026

2. Manual Journals - Journal in foreign currency and see FX rate on journal

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   102 comments  ·  Reports & tax » Manual journals  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.

   We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.

   In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.

   To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.

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   Joe Narra commented  ·  14 May, 2024  ·  Edit…  ·  delete…

   We definitely need this. I don't even understand why it hasn't been applied for years! Isn't this a basic accounting function?

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   Joe Narra supported this idea  ·  14 May, 2024