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Settings and activity

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  1. Customer Statement - Total payments

    31 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Cindy West-Lewis commented  · 

    This is critical particularly when performing recons on the customer account. No one want to add up the allocated amounts to eventually get to the total that was paid

    Cindy West-Lewis supported this idea  · 

  2. Contacts - Customer Statement to show All Payments

    2 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Customer Invoice Activity and the Contacts "Activity statement" . While this information is available on the account transaction report, it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!

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    Cindy West-Lewis commented  · 

    Please create this function. It is critical to see a detailed customer ledger without the individual allocations shown in order to do a reconciliation.
    I deal with large chain stores who pay one large amount at the end of each month - to be allocated between the many invoices we have processed.
    If I am doing a detailed reconciliation, the chain store does not want to see each allocated amount but rather the bulk amount they have paid.

    Cindy West-Lewis supported this idea  ·