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.
Advanced Google Form Photo Automation Category: API Integration, Automation, Data Management, Digital Marketing, Face Recognition, Geolocation, Google Sheets, Image Processing, Image Recognition, Photo Editing Budget: $10 - $30 USD
29 Nov 2025 05:04 GMT
Pulp-Inspired Logo Design Category: Branding, Creative Design, Digital Art, Graphic Design, Icon Design, Illustration, Logo Design, Photoshop, Typography, Visual Design Budget: $30 - $250 USD
Mobile App Development Category: Android, Android App Development, Flutter, IPhone, Kotlin, Mobile App Development, Swift, UI / User Interface, User Interface / IA Budget: ₹12500 - ₹37500 INR