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1. Customer statements - Export to Excel

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   submitted  ·  60 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Anne Cumiskey supported this idea  ·  21 March, 2025

2. Reports - Add original currency in the Aged Payables and Summary Payables reports

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   57 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.

   To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.

   With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.

   It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.

   I know this doesn't accomplish all that's being asked in this idea and while we don't have any plans for adding more currency options in the aged reports right now, we will continue to review the interest in this and share if there are any plans made. Thanks

   Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.

   To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.

   With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.

   It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.

   I know this doesn't accomplish all that's being asked in this idea and… more

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   Anne Cumiskey commented  ·  04 March, 2025  ·  Edit…  ·  delete…

   update please

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   Anne Cumiskey commented  ·  13 February, 2025  ·  Edit…  ·  delete…

   This is a Critical report needed for both aged debtors and creditors. Xero software is not viable if we have customers and suppliers who are multicurrency and we cannot pull up an aged report in their respective currencies, especially if there are many entries to reconcile.

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   Anne Cumiskey supported this idea  ·  13 February, 2025

3. Batch payments - Ability to include credit notes

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   186 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions, and work specifically on credit note application within batch payments hasn’t been roadmapped.

   We’ll keep reviewing this opportunity through our regular product planning process, and we’ll share any updates here as soon as there’s more to report.

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,… more

   Anne Cumiskey supported this idea  ·  17 February, 2025