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.
Google Sheets to Excel Transfer Category: Data Management, Google Sheets, Microsoft Office, Visual Basic, Visual Basic For Apps Budget: $30 - $250 USD
23 May 2026 10:03 GMT
Travel Lead-Gen Google Ads Campaign Category: Digital Marketing, Google Ads, Internet Marketing, Keyword Research, Lead Generation, Link Building, Marketing, SEO Budget: ₹600 - ₹1500 INR
23 May 2026 10:02 GMT
LLM Corporate Law Research Paper Category: Corporate Law, Legal, Legal Analysis, Legal Research, Legal Writing, Mergers And Acquisitions, Research, Research Writing Budget: ₹600 - ₹1500 INR
23 May 2026 10:00 GMT
Oyun Sunucuma Tam DDoS Koruması Category: Documentation, Network Monitoring, Network Security, Penetration Testing Budget: $30 - $250 USD
Performance Marketing Specialist for ChessEasy Academy Category: Competitor Analysis, Conversion Rate Optimization, Google Ads, Google Adwords, Internet Marketing, Lead Generation, Marketing, SEO Budget: ₹1500 - ₹12500 INR
Build Etsy Product Backlink Category: Content Writing, Digital Marketing, Influencer Marketing, Internet Marketing, Link Building, Market Research, Marketing, SEO, Social Media Management, Social Media Marketing Budget: $30 - $250 USD
23 May 2026 09:56 GMT
Translate English Web Content Category: Article Writing, Content Management System (CMS), Content Writing, Copywriting, Editing, English (US) Translator, Proofreading, SEO, Translation Budget: ₹1250 - ₹2500 INR
23 May 2026 09:53 GMT
Business Plan Financial Projections Category: Accounting, Business Analysis, Business Plan Writing, Business Plans, Finance, Financial Analysis, Financial Modeling Budget: ₹1500 - ₹12500 INR
23 May 2026 09:52 GMT
1-Minute Sociopolitical Reel Speaker Category: Audio Production, Audio Services, Content Creation, Filmmaking, Public Speaking, Video Editing, Video Production, Video Services, Voice Over, Voice Talent Budget: ₹600 - ₹1500 INR
Part-Time Admin & Typing Support -- 2 Category: Data Entry, Data Processing, Email Handling, Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Typing Budget: ₹750 - ₹1250 INR
