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  1. Reporting: Customer Payment Performance - payment date and number of days late

    357 votes

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    92 comments  ·  Reports & tax » Reporting  ·  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

    Jenna Ayling supported this idea  · 
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    Jenna Ayling commented  · 

    We really need this report function to become a reality! Being able to view the average days a customer takes to pay is a key element to credit control, and I don't want to have to go into each customer one by one to pull this information, it should be an optional column on any receivables report. Please make it happen.

  2. Contacts: Statements - Allow to be sent to Contact Groups

    264 votes

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    160 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share how much time this workflow can take.

    Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.

    Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.

    We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…

    Jenna Ayling supported this idea  ·