Settings and activity
4 results found
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488 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…
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Karen Latham
supported this idea
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62 votes
Hi team, thanks for the interest in this idea.
We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.
From the auto-reconcile settings you'll be able to see history of who changed this and when.
We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.
Karen Latham
supported this idea
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58 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Karen Latham
supported this idea
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105 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
An error occurred while saving the comment Karen Latham
commented
I think this is critical as I am quite concerned about auto bank reconciliation. Its a feature I dont like in MYOB as it gets too many things wrong. Hopefully the Xero AI model will be better. A lot of my clients are the subscribers to their files and I can see them turning this feature on before I have input making lots of rectification work for me at BAS reporting time. I would like to see easily if it is on or not so I can control that.
Karen Latham
supported this idea
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Please add the option for customer statements in Xero to show ageing totals, such as Current, 30 Days, 60 Days and 90+ Days, instead of only listing outstanding invoices with one overall total.
This would make statements much more useful for customers and suppliers who use them for month-end reconciliation and account review. It would help users quickly see how balances are ageing without having to run a separate aged receivables report.
A good solution would be either:
an option to show ageing summary totals at the top or bottom of the statement, or
a statement layout setting so businesses can choose whether to include ageing buckets.
The main benefit is clearer reconciliation and faster review of outstanding balances directly from the statement sent to the contact.
I know this idea has been floated and closed before but as a lot of other software does this I am not sure why it is a feature Xero doesn't feel needs to be included. Statements with outstandings covering more than one month are a bit of a pain to navigate to be honest. Ageing totals would be great.