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1. Customer statements - Export to Excel

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   submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  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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   37 comments  ·  For accountants & bookkeepers » Workpapers  ·  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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   120 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Anne Cumiskey supported this idea  ·  17 February, 2025