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.
Create c-suite LinkedIn Profile Category: Article Writing, Business Writing, Content Writing, Copywriting, Creative Writing, Digital Marketing, Lead Generation, Marketing Strategy, SEO Writing, Social Media Management Budget: $10 - $30 CAD
Instagram Reels Video Editor Category: Adobe Premiere Pro, After Effects, DaVinci Resolve, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services Budget: €8 - €30 EUR
17 Jan 2026 11:00 GMT
Dental Ad & Landing Page Design Category: Advertising, Branding, Digital Marketing, Graphic Design, Logo Design, Photoshop, Web Design Budget: £20 - £250 GBP
17 Jan 2026 11:00 GMT
College Hoodie Artwork Design Category: Adobe Illustrator, Graphic Design, Illustration, Logo Design, Photoshop, Print Design, T Shirts, Vector Design Budget: ₹1500 - ₹12500 INR
17 Jan 2026 10:58 GMT
Orthodontic Aligner System Branding Category: Advertising, Branding, Digital Marketing, Graphic Design, Illustration, Logo Design, Web Design Budget: £20 - £250 GBP
Traditional Wedding Photography Needed Category: Album Design, Graphic Design, Image Processing, Lighting Design, Photo Editing, Photoshop, Social Media Marketing, Video Editing Budget: ₹12500 - ₹37500 INR
17 Jan 2026 10:55 GMT
Single-Story Extension Plans Category: 3D Design, Architectural Rendering, AutoCAD, Building Architecture, Drafting, Home Design, Interior Design Budget: €250 - €750 EUR
17 Jan 2026 10:55 GMT
Google Sheets Finance Templates Builder Category: Data Analysis, Data Entry, Data Visualization, Excel, Financial Analysis, Google Sheets, PHP, Visual Basic Budget: €250 - €750 EUR
