Enter your idea

Hi Xero Product Team,

I’d like to share a reporting idea that I think would add a lot of value for finance teams who need a quick, complete ledger-style view of activity—beyond what Aged Debtors/Creditors currently provides.

The gap today

Aged Debtors and Aged Creditors are very useful, but they focus on what is still outstanding (unpaid/part-paid). There isn’t an easy way to see all invoices or bills (paid, unpaid, and partially paid) in a single monthly overview, broken down by customer/supplier.

Proposed report (Invoices)

A new report / analytics view that displays a matrix:

Rows: Customers (one under the other)

Columns: Months (one next to the other)

Period: Whole accounting period or a custom date range

Cells: Total value of invoices issued to that customer in that month (optionally show invoice count as well)

Totals: Row total per customer + column total per month + overall total

Drill-down: Clicking a cell (Customer X + Month Y) should show the invoice list behind the figure (invoice #, issue date, due date, total, amount paid, amount due, status, etc.)

Same concept for Bills

An equivalent matrix view for bills:

Rows: Suppliers

Columns: Months

Cells: Total value of bills received/raised per month per supplier

Same drill-down capability

Payment status visibility / categorisation

Regardless of payment status, the report should include everything, with a clear categorisation:

Fully paid

Unpaid

Part paid
(Optional: credit/overpaid and voided as a toggle)

It could be implemented as:

a status label on drill-down rows, and/or

a split within each cell (e.g., Total / Paid / Outstanding)

Why this helps

This would give users a fast “ledger overview” to answer questions like:

Which customers drove invoicing activity each month?

Which suppliers had the biggest monthly spend?

How much was issued vs how much is still outstanding—without switching between multiple reports?