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.
Evaluating and Writing Personal Biography Category: Biography Writing, Book Design, Book Marketing, Creative Writing, Ghostwriting, Publishing, Research Writing Budget: ₹1500 - ₹12500 INR
24 Dec 2025 05:04 GMT
Reliable Social Media Video Producer for Short Clips -- 2 Category: Adobe Premiere Pro, After Effects, Audio Editing, Color Grading, Final Cut Pro, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: $30 - $250 USD
Product Development & WA Marketing Category: Facebook Marketing, Product Design, Product Development, Product Management, Research Writing, Social Media Marketing, Twitter Budget: $15 - $25 USD
24 Dec 2025 05:02 GMT
15-Second Instagram Sales Ad Category: After Effects, Animation, Instagram Marketing, Motion Graphics, Video Ads, Video Editing, Video Post Editing, Video Services Budget: ₹600 - ₹1500 INR
24 Dec 2025 05:02 GMT
Finalize My Concept Logo Category: Adobe Illustrator, Branding, CorelDRAW, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design Budget: $15 - $25 USD
24 Dec 2025 05:02 GMT
Personal Tech Troubleshooting Help Category: Computer Repair, Computer Support, Performance Tuning, System Administration, System Analysis, Technical Documentation, Technical Support, Troubleshooting Budget: ₹12500 - ₹37500 INR