Reporting: Customer Payment Performance - payment date and number of days late
Ability to generate a report where users’ can view contact payment activity
Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.
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Jim Murphy commented
Critical to have average payment days per customer report. Please explain why you can't do this. It should very easy as the information is already there to see in each customers record.
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Atelier Accounts commented
Essential for me. Currently having to go into every contact to see the average
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Richard Chambers commented
Is this report available now?
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Jarrod Rogers commented
Just echoing the comments below. It's important for a business to quickly tell who are their good and bad customers so they can continually drop the unprofitable bottom 10-20%.
The data is in Xero. A report should be pretty easy to generate.
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Yener Adal commented
Hi everyone. I initially voted for this feature about a year ago but found an easier way to extract the info from a different system. But I've noticed that demand is still very high.
I run an IT business, and we are a Xero developer, so we are considering building this report as an add-on for Xero. The initial idea is the site would have the contact list just like Xero but with three extra columns.
1. Average days to pay for the lifetime of the contract
2. Average days to pay in the last 12 months
3. Average days to pay in the last three months.This would allow you to see trends across your contacts and how they pay
Building this would take some initial capital investment by us and a risk that Xero could turn around and implement this feature (although it has been 10 years!), and we'd be left holding the can.
We've done the maths and calculated our risk, and we're willing to take this on for a price of $7/month.
If you are interested, please let us know here
https://docs.google.com/forms/d/e/1FAIpQLSdqoPtQaEuBfq3hDwvXzCB2hFIqC5SVixK0tGdhrO2pfQ1ACg/viewformWe're not looking for a commitment or money, just gauging interest.
If we get enough interest and decide we want to build it, we can start an external discussion group to keep everyone updated.
Just an idea we came up with that might be helpful.
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Jo Roberts commented
Average days to pay is listed for each customer, so this should hopefully be an easy win for Xero to produce a report that lists this figure across all customers.
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Dianne Brown commented
This would be really useful information, please.
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Rebecca Eastwood commented
This report could very easily be exported as the data is within - please Xero - WORK ON THIS !
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Joe Burns commented
How is this not in the product yet? Is that right, idea submitted in 2014, 10 years ago? What's actually stopping Xero from adding this? It's a simple report. The data is already there.
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Lauren Halling commented
Would be really helpful to have a report that shows debtor days (as a report on all clients and their debtor days in one place).
It is such an important feature needed.
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Syazwan Shafik commented
Please have this feature soon, really important basic feature that almost all business need
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Nick Howe commented
really important feature to see debtor days for all clients easily together
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Ashley McBride commented
An essential feature missing.
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Naomi Hodgson commented
Definitely NEED a single report that shows limit, balance, average days to pay for all customers. Shouldn't be that hard to produce since all the information is already populated in each customer record.
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Julie Sutton commented
At the moment I have to run the receivable invoice summary and mess with it in excel every time for a specific client and then look up every single client as I'm going through updating invoice due dates for cash flow purposes - such a waste of time every week and yet another basic functionality missing in Xero ..... :(
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Peter Owen commented
Essential for predicting specific cash flow forecast
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Rachel Hay commented
For managing aged debt and scheduling work i.e. prioritising customer projects it is important to be able to see all customers and their average days to pay. There is little use in prioritising a customer who fails to pay their bills.
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Emily Inman commented
it's taking ages to create a report and therefore time consuming to calculate cash flow having to go into each contact it separately. It would save so much time if there was a report summarising the debtor days.
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Julie Sutton commented
Still no comment or update from Xero on this request ?
Why does it take so long ?
None of the ideas on tis forum ever seem to progress ... so frustrating and seriously considering a move back to SAGE as so much basic functioanality is missing from Xero -
Abby Acutt commented
To view at a client level who are your bad debt clients and who are the 'oops missed a payment client' is very important. This is a cashflow concern and would be a very help when managing aged receivables.