XPM - Set date to run Aged Debtor Report
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability in Xero Blue to filter by each of our Partners so need to be able to do it in Xero Green (XPM).
Inspire Accounting
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Peter Radovanovic
commented
It is an absolute joke that XPM can't produce a report like this. How can a practice management software not be able to run a Partner Aged Debtor report as at a particular date. Literally just need to add one additional selection in the criteria section which is the "OR" function so you can set it to being Date Paid > 30/06/2026 OR Blank. I could probably achieve this XPM coding update using Claude AI in the matter of 5 minutes.
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Elisa Harris
commented
Definitely - part of this would include being able to see invoices that have been part paid as well, as Report Builder is very inflexible in allowing accountants to get a summary view of payments received in a certain date range (such as can be generated in Xero Blue via Activity Statement)
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Inspire Accounting
commented
Ability to run an Aged Debtors Report of what debts clients owed us at a certain date in XPM. For example, we want to see what our clients owed us at 30/06/25, however the Standard Report (Aged Balance Report) can't be run to a certain date and if we create our own Report in Report Builder it removes clients from the report if they have paid since 01/07/25 and now owe nothing. We need these figures to do clients Financials and also for our own Practice reporting. We can run it in Xero Blue however we don't have the ability in Xero Blue to filter by each of our Partners so need to be able to do it in Xero Green (XPM).