Skip to content
Beautiful accounting software

Improved Debtor Management (0:39)

 

3 comments

Paul Bailey
26 May 2009 #

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.

Joe Reevy
13 December 2011 #

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?????

Matt Barnett
19 December 2011 #

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.

Add your comment





We welcome all feedback but prefer a real name and email address.