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
Whilst I enjoy working with Xero software, I would like to echo many of the comments related to this topic. This is a basic accounting feature that should have been designed in the development stages of the product. Your workaround does not make sense, especially when dealing with multiple customers.
Included in the option is the function of adding a default / predefined message per ageing period to reflect on the statement, something that cannot be added to your workaround.
This seriously needs some rethinking in order to retain your Xero clients, as it makes it harder to recommend the software to others without this basic feature.
Whilst I enjoy working with Xero software, I would like to echo many of the comments related to this topic. This is a basic accounting feature that should have been designed in the development stages of the product. Your workaround does not make sense, especially when dealing with multiple customers.
Included in the option is the function of adding a default / predefined message per ageing period to reflect on the statement, something that cannot be added to your workaround.
This seriously needs some rethinking in order to retain your Xero clients, as it makes it harder to recommend the software to others without this basic feature.