Debtor Reporting

Staff with debtor responsibilities can use both XPM and Xero for debtor reporting.


In XPM, the Invoicing option under the Business menu shows all invoices issued.


Use Filters to set up custom lists – eg per office, manager or partner.  (Click on All Invoices to access the filters)


To see an aged debtor report with totals, go to Reports> Invoice Analysis Reports > Aged Balance Report, or use the “IPG Debtors (Office)” report from Reports.


In Xero you can see all debtor invoices from the Accounts > Sales > Awaiting Payment screen.

Aged debtors reports by office are only available from XPM, or for users with Xero Standard access.