Skip to content
← Reports & tax

Enter your idea

Reports & tax: Reporting

Categories

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.

357 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.

We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.

Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.

I’ll return to share as work on customer reporting is picked up and progresses. Thanks

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Ruth Taylor commented  ·   ·  Report

    Please add Customer Payment Performance / debtors days to the basic product as a customer report, the data is already in each customer's record.

    Is it correct that this requirement was requested in 2014, 10 years ago? What is the hold-up for Xero in adding this? It's a simple report field to add surely?

  • Kate Sanders commented  ·   ·  Report

    Essential to be able to compare payments times of different accounts rather than going into each customer individually.

  • Jim Murphy commented  ·   ·  Report

    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.

  • Atelier Accounts commented  ·   ·  Report

    Essential for me. Currently having to go into every contact to see the average

  • Jarrod Rogers commented  ·   ·  Report

    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.

  • Yener Adal commented  ·   ·  Report

    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/viewform

    We'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.

  • Jo Roberts commented  ·   ·  Report

    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.

  • Dianne Brown commented  ·   ·  Report

    This would be really useful information, please.

  • Rebecca Eastwood commented  ·   ·  Report

    This report could very easily be exported as the data is within - please Xero - WORK ON THIS !

  • Joe Burns commented  ·   ·  Report

    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.

  • Lauren Halling commented  ·   ·  Report

    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.

  • Syazwan Shafik commented  ·   ·  Report

    Please have this feature soon, really important basic feature that almost all business need

  • Nick Howe commented  ·   ·  Report

    really important feature to see debtor days for all clients easily together

  • Naomi Hodgson commented  ·   ·  Report

    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.

  • Julie Sutton commented  ·   ·  Report

    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 ..... :(

  • Peter Owen commented  ·   ·  Report

    Essential for predicting specific cash flow forecast

  • Rachel Hay commented  ·   ·  Report

    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.

  • Emily Inman commented  ·   ·  Report

    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.

2 4 5