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In my experience if a business is having trouble with their receivables then they are not using an effective diary system or recording details of conversations with debtors. This function on Xero helps creditors focus on what needs to be done and prioritises calls, which will lead to more payments being made. A great easy to use tool.
We get a lot of standing orders and Xero is really a difficult system if you do. You can’t change the default display of debtors to alphabetical. You can’t change the default to 100 a page. To receipt a bank payment, you have to find it in debtors (ie reformat every time), click it, it then defaults to today for payment, then allocate the bank account form your bank list (can’t set a default there), click paid, go up and reopen the invoice, click email, paste in the thanks for paying message and press send. You then start the whole process from scratch again. It is massively time consuming.
This should be a one-click operation and defaults should be user-definable. I have asked over and over again, to no avail. I believe Liquid does all these things, and because I am now wasting 6 hours a month on this charade – fighting with the unnecessarily laborious sales ledger system, that’s what I am looking at now.
I have even offered to pay for this to be developed, but they just don’t want to know.They do do some things (liek the changed payment screen) where you think ‘big deal’, but make the user’s life easier?????
Hi Joe, I understand you’ve since been speaking with the support team regarding best processes within Xero. Agree there’s more for us to do in this space and we will get there with many of your suggestions, unfortunately given time and resource we won’t have everything resolved in the near future (as much as we’d love to). Your feedback is definitely noted.
Xero has been really helpful for a few of my clients! So a BIG Thank you!
I do think the Debtor Management side would be a good area to improve a little bit as one of my clients can have 15+ invoices issued to a client each month.
For debtor management at the moment, I export the Aged Receivables at the end of month into Excel and make comments next to each client’s outstanding amount. Save and send the email to the CEO.
If possible, it would be great to have on the Aged Receivables Report screen, a column to the right which allows you to add your debtor comments & once saved, the notes can link back to the client’s contact card in a separate area to the current ‘History & Notes’ section. It would be good to have ‘Debtor Management Notes’ underneath it to access easily rather than looking through several misc notes.
Then if my boss wanted to see the current notes on debt collection, they could go into each client card (which is quite tedious), or preferably ( :D) , they could run an Aged Receivables report with the last debtor comment showing for each outstanding client.
Just a little thought for the future…
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