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.
Modern Classic Villa Interior Design Category: 3D Animation, 3D Modelling, 3D Rendering, Architectural Visualization, Concept Design, Furniture Design, Interior Design, Lighting Design Budget: $30 - $250 USD
09 Jan 2026 16:52 GMT
Modern Minimalistic Moodle Customization Category: HTML, Learning Management Systems (LMS), Mobile App Development, Moodle, PHP, UI / User Interface, UX / User Experience, Web Design, Web Development Budget: £1500 - £3000 GBP
