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  1. Transaction list showing unapplied payment amount

    2 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Elmie, just trying to understand your idea here a little better - when you mention 'unapplied payment amount' would this be an amount that's been paid by your customer but hasn't yet been applied to the invoice, or the outstanding amount of an invoice once payment has been applied ?

    Elmie Jordaan shared this idea  · 

  2. Trial Balance - Ability to run for a date range

    82 votes

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    31 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

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    Elmie Jordaan commented  · 

    This is a basic and everyday usage report. Please give this some attention. If still on the to do list since 2013 then I do think something needs to be done.
    A lot of time is wasted having to calculations because this report is not available on custom dates and movement only.