Settings and activity
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58 votes
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Klaire Wilson
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418 votes
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…
Klaire Wilson
supported this idea
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An error occurred while saving the comment Klaire Wilson
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Would appreciate the customer statements to break down totals by month like a lot of other accounting software does. Ideally it would show overdue amount, current amount and then total amount.
Yes - this! The basic statement could be so much better so we prefer to customise the statement to include longer reference field(customer PO number) and also to have a monthly breakdown of $ owing, rather than just one total. As soon as you use customise feature you lose the hyperlinks, which are a great feature.