Payment made report
Is there a report on payments made after the due date to easily identify those not paid. Also I there a report available of payments made by INC year. This is to identify misdirected payments. If not can this please be made available.
Joss Rhodes
shared this idea
Hi Joss
Thanks for raising your idea with us.
This idea includes two separate report requests:
- A report showing payments made after the due date to identify unpaid items (note: unpaid invoices are already covered by existing reports).
- A report showing payments by “INC year,” which appears to refer to a custom field or tracking method for spotting misdirected payments.
Because these are two distinct ideas, the post doesn’t meet the “one idea per feature” guideline and is treated as Feedback.
To help clarify your requests:
1. Late payments / unpaid invoices
Xero already provides tools for this:
- Aged Receivables Detail shows all unpaid invoices and how overdue they are.
- To see invoices that were paid late, use Receivable Invoice Detail, add Last Payment Date and Due Date, then export to Excel to calculate the difference.
2. Payments by ‘INC year’ (or similar grouping)
Xero doesn’t track “Incorporation Year,” so no built-in report can filter by it.
However, you can approximate this by using Tracking Categories and then filtering reports such as Account Transactions.
Next steps
For the “payments by INC year” idea to gain community support, please resubmit it as a single, clear feature request.
Suggested New Title (for a resubmitted idea): Reporting - Suggestion to filter payment reports by Contact's Custom Field
