I am looking for a solution to two apparent reporting limitations in Xero.
We issue clients a single invoice each year which they have the option to pay in 12 monthly instalments. We don’t currently use a direct debit payment platform, and the clients pay directly into our bank. Each month one or two of them fail to pay.
We have not been able to find a way in Xero to create monthly reporting on whether any of the payments due that month are missing.
We have also not been able to find a way to create a report of accrued income – a forward view of monthly payments that are coming due each month for the next year.
This currently creates a substantial bookkeeping burden of keeping a manual spreadsheet of monthly payments made and due outside of Xero.
I would like to find a solution to automating these reporting needs, and I don’t imagine that I’m the only person that has this need.
I would welcome offers to solve this problem. I am open to using 3rd party software if that is necessary.
Data Analytics Testing Category: BigQuery, Business Intelligence, Data Analysis, Data Modeling, Data Warehousing, ETL, Redshift, Snowflake, SQL, Testing / QA Budget: ₹1500 - ₹12500 INR
21 Feb 2026 22:52 GMT
YouTube Vlog Editor Category: Adobe Premiere Pro, After Effects, Video Editing, Video Post Editing, Video Processing, Video Services Budget: $30 - $250 USD
Adaptive Resource Research Support Category: Customer Service, Customer Support, Data Analysis, Data Collection, Data Entry, Data Management, Report Writing, Research, Research Writing, Statistics Budget: $250 - $750 USD
Sci-Fi ARPG Development Category: 3D Animation, 3D Art, 3D Modelling, 3D Rendering, Game Design, Game Development, Unity, Unreal Engine Budget: $15 - $25 USD
21 Feb 2026 22:39 GMT
Realistic Mangonados Storybook Art Category: 2D Drawing, Art Consulting, Art Installation, Caricature & Cartoons, Digital Art, Illustration, Photoshop Budget: $250 - $750 USD