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.
Required pull database clients website electronic internal Category: Data Analysis, Data Collection, Data Entry, Data Extraction, Data Management, Data Mining, Data Processing, Database Management, Excel, Web Scraping Budget: $30 - $250 USD
17 Sep 2025 15:57 GMT
Generative AI Assignment Category: AI Chatbot, AI Chatbot Development, AI Development, C, Programming, Java, Natural Language Processing, OpenAI, PDF, PHP, Software Architecture Budget: ₹600 - ₹1500 INR
17 Sep 2025 15:57 GMT
Odoo v17 RFID Integration Category: Android, API Development, Asset Management, Bluetooth Low Energy (BLE), Inventory Management, Mobile App Development, Odoo, Python, REST API, Software Documentation Budget: $250 - $750 USD
