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Reports & tax: Reporting

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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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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

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  • Julie Sutton commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Grace Occleshaw commented  ·   ·  Report

    Such a crucial report on customer management and managing Cash Flow. I am currently running a workaround in Excel, but would love to be able to run it out of Xero directly and have our branding on the reporting.

  • Support at Findex commented  ·   ·  Report

    This feature would be great to be able to monitor the payment time of all customers on one page

  • Hannah Stevens commented  ·   ·  Report

    Surely with the data already in Xero this wouldn't be a hard report to produce!

  • Helen Collins commented  ·   ·  Report

    This is very important and would be so helpful, how near are we to being able to run this report?

  • Ruth Taylor commented  ·   ·  Report

    Please Xero Team can we have a response on this critical report request?

  • Lisa Williams commented  ·   ·  Report

    This has been requested for years, is Xero going to look at this? To action this per customer is a very inefficient option. other programs offer this. Please relook into this.

  • Julie Sutton commented  ·   ·  Report

    Would like a report to be able to see a list of contacts together with their average payment days - I know this can be seen on each contact but its very inefficient to look this up for each client one by one.
    use this information to update our 30 day cash flow in Xero but also need to use for longer term cash flow forecast reporting too and would be so much more efficient to be able to import a single list.

    Yet another simple report in SAGE that is missing from Xero

  • Sanet Riekert commented  ·   ·  Report

    Need to see this especially when renewing contracts in bulk on Ignition.

  • Ruth Taylor commented  ·   ·  Report

    As mentioned by so many comments, the information is already calculated there within Xero as o/s days are shown for each invoice in the individual customer account. Surely it should be simple report writing task for the Xero team to bring the data together an make available as part of the reporting tools for credit control & KPI's?

  • Julia Payne commented  ·   ·  Report

    The number of critical management reports missing from Xero is astounding. Another one we'll wait forever for no doubt.

  • Sarah Leo commented  ·   ·  Report

    Much needed info. Data is currently being calculated and sitting there but not in a useful manner.
    Will improve health of many organisations with a simple report create or addition of field selection for custom reports.

  • Andy Stoner commented  ·   ·  Report

    A key report that would massively help credit control

  • Kirsty Taylor commented  ·   ·  Report

    this is a key metric within our business I would love this to be readily available

  • Jemma Ellis commented  ·   ·  Report

    I hope this is something that xero can consider in the near future. It would be a great tool for credit control, especially when new practices have been put in place.

  • denise simmonds commented  ·   ·  Report

    This is such an important feature and should be standard.
    To have to view each individual contact is so time consuming and frustrating when the information is already stored within Xero.

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