Custom Xero report - Account Transactions with source document numbers
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
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
2
Replies
Hi Tinus
Would you mind emailing me at info@originalmind.com.au so we can discuss?
Thanks
Joe
Would you mind emailing me at info@originalmind.com.au so we can discuss?
Thanks
Joe
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/
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/