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Settings and activity

3 results found

  1. Customer Statement - View running balance

    43 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

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    Mark Catterson commented  · 

    Another basic feature which Xero has missed. Surely can't be that hard to add!

    Mark Catterson supported this idea  · 

  2. Contact - Supplier Account Credit Limits

    178 votes

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    submitted  ·  103 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Mark Catterson commented  · 

    This is a fundamental element within cash management. Adding this to Xero should be a priority.

    Mark Catterson supported this idea  · 

  3. UK Payroll - Add reimbursed expense to gross to net report

    22 votes

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    submitted  ·  10 comments  ·  For small businesses » Payroll  ·  Admin →
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    Mark Catterson commented  · 

    A fundamental principle for us is to reconcile everything!
    A very basic requirement that needs implemented urgently.

    Mark Catterson supported this idea  ·