1001 Freelance Projects -- Find Two Reporting Solutions in Xero

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Project title:
Find Two Reporting Solutions in Xero
Posted by:
External project from PeoplePerHour
Started:
13-Dec-2024 13:31 GMT
Description:
Expected duration: less than 1 week Hello, 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. Many thanks and best wishes Caroline Ward
Project ID:
3412520
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Project budget:

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