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Homepage | Invoice payments widget - Summary of key outstanding invoices

Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.

Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA watchlist. Much more helpful for debt collection purposes.

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Ashley Noye shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.

Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.

We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks

Show previous admin responses (3)
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  • Bridget Evans commented  ·   ·  Report

    I would like the ability to toggle btw CASH and ACCRUAL on the Chart of Accounts Watchlist widget.
    Currently, it is set to the same reporting basis for BAS being CASH.
    My clients would like the Sales figures for 'Budget' 'This Month' and 'YTD' to be in the accrual basis.
    It is more relevant to them to see what is outstanding rather then what they have received in to the bank account for the month.

  • Rumana Ismail commented  ·   ·  Report

    It would be great to be able to flag certain invoices and suppliers as priority payments and be able to add multiple planned payment dates where you are splitting payment accross a few days. This would better allow people to manage their cashflow and save time on creating spreadsheets to track these.

  • Paul Antoine commented  ·   ·  Report

    In general... graphs show progress, and lists show **tasks**... so the list of recently paid invoices shows me I need to ship items. A list of unpaid invoices represents potential followup tasks for me... the newest ones aren't as important as the oldest ones for this task.

    So your UI/UX design team needs to think in those terms I feel... "how am I going" questions are graphs etc. and "what do I need to do next" questions are answered with lists.

  • Bill McGavin commented  ·   ·  Report

    Good comments from Steph, Skilltec, Bianca, & Kasia below. all very valid. Bill McG

  • Skilltec Training commented  ·   ·  Report

    Definitely this!! Also, you can put customers and suppliers into Groups, but you can't see what group they are in from the invoicing screen. I mention this because this it would potentially work with the checkbox that Ashley has mentioned?

  • Bianca Lopes commented  ·   ·  Report

    I wish the awaiting payment invoices only included debit amounts.

    Having the customers with a credit balance show up on the awaiting payment number is useless. I don't look at this figure as most of our clients prepay their accounts. I
    really need to see how many invoices are truly still outstanding.

  • Kasia Gazeas commented  ·   ·  Report

    UNPAID invoices - It would be great if there was a column with the unpaid invoice having the ability to see & add notes.