Chartered Accountants & Business Advisers


Aged debtors report in Xero

Aged debtors report in Xero

If you sell on credit terms to customers then you need an Aged Debtors report in Xero to help manage your debtors.

Like most accounting software, the standard presentation of aged debtors is in alphabetical order – which is as useful as a chocolate teapot!

Anyone doing credit control needs to see the largest balances first so they can concentrate on the biggest debtors and collect the most money.

And any negative balances also need to jump off the page and get themselves resolved – which is great because they will appear at the bottom of our report.

Why is the order of the aged debtors report such a well-kept secret?

Most users will want to run an aged debtors report in Xero so why is the trick of changing the order of the report such a well-kept secret?

No idea – but you now know so please make use of it and share the knowledge.

Are you getting the most out of Xero?

It’s great software but are you getting what you need from Xero in order to run your business profitably and efficiently?

  • Is all of your data being entered accurately and in good time?
  • Are all of your bank transactions accounted for or do some stay in the bank feed?
  • Do you have customised reports (like aged debtors) that will improve business performance?

We run bespoke Xero training for businesses which is tailored to fit like a glove. We use your live data and your Xero file – because it’s your business!

The starting point is a half-day training session which costs £300 plus VAT. This can be at your business or our office.

If further sessions are required then we can agree them as we go.

We also work with you if you need some ad hoc support – we’re happy to run short sessions on Teams / Zoom to help you get the best from Xero.

Michael – @bluedotmichael

Xero training CTA

Related links:

Xero training for your business

She’s a bulldozer when it comes to credit control and getting paid

Pea & Elle and the importance of good bookkeeping

© Blue Dot Consulting Limited