Settings and activity
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26 votes
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Geraldine Swanepoel
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239 votes
An error occurred while saving the comment Geraldine Swanepoel
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I have 21 groups. My statements have to be printed accordingly. It is time consuming having to pick the customer according to their group. Why have groups if we can't use them to print statements from?
Geraldine Swanepoel
supported this idea
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I have noticed that when I allocate a credit note to an outstanding amount on a customer's account, the credit note allocates the amount to the cash summary report. Why?! The report is supposed to show money that has come in and a credit note is definitely NOT money that has come in. On the contrary.
We are a school. So when I hand over bad debts, I do a credit note to the account. Then allocate the credit to the invoice. When I open the cash summary, I see that the credit note shows under school fees as an income.
For some reason Xero has an automatic transaction that writes the invoice amount to the cash flow statement when a credit note is created and allocated. That automatic transaction should not be written into the program.
The cash flow summary should only show actual cash that was received!
I see that the first complaint regarding the cash flow summary was in 2022. Does Xero have any intension of fixing this problem? We only started using Xero this year and for the most, it works okay. But something like a cash flow summary - that is a big financial calculation mistake made on Xero's side. I would go as far as to say that if it is not corrected, we will have to look for another program to use. We cannot work with something that does not give the correct financial information. Xero as a company should listen to complaints from their clients where the correct information cannot be accessed. This for me is something big.