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Custom Xero report - Account Transactions with source document numbers

Started by Tinus Steenkamp -   in Find a Developer

Hi,

We are looking to create a custom “Account Transactions” report for all our practice clients that includes an additional column for “Source document #”, such as sales invoice numbers. The report can be generated in any standard excel file format such as csv / xls / xlxs, we do not need to view it on the screen or in pdf format.

Please let me know potential solutions and estimated costs.

Thanks
Tinus
Hi Tinus

Would you mind emailing me at info@originalmind.com.au so we can discuss?

Thanks
Joe
 

Joe Niland  

Hi Tinus,

Thanks for reaching out to the Xero Developer community. I have replied to your email.

Let me know if you haven't received it. As mentioned in the email, I believe Xero Support should be able to assist and advise you whether what you want to achieve is possible using their system.

Hope that helps.

Alice

AIKEJI
Phone: +61 7 3726 5000
Email: alice@aikeji.com.au
Web: www.aikeji.com.au
Linkedin: https://www.linkedin.com/in/xiyueh/
 

Alice Hu