Accounts receivable templatesAutomate your Xero aged receivables report
Every Monday morning Modern pulls the aged receivables report from Xero, compares it with last week and posts a short summary to Slack, so the team starts the week knowing who to call.
TriggerMondays at 8:00
Steps5 steps, from trigger to sign-off
ControlAR lead approves the summary before it is posted
Free to start. No card needed.
Mondays at 8:00The instruction
“Every Monday at 8:00, run the aged receivables report in Xero. Compare it with last week and explain the biggest changes, the 10 largest balances over 30 days and any customer whose overdue balance grew by more than $5,000. Post the summary to #finance in Slack once the AR lead approves it.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Pull the report
Runs aged receivables as at Sunday, by customer and aging bucket.
Xero - 02
Compare with last week
Works out what was collected, what is newly overdue and which balances grew.
Modern - 03
Write the summary
Drafts a short note with totals, the top overdue accounts and suggested next steps.
Modern - 04
Approve the post
The AR lead checks the summary and approves it in Slack.
Slack - 05
Share with the team
Posts the summary to #finance with the full report attached.
Slack
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FAQs
Send a weekly aged receivables report: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Yes. Name the channel or recipients in the instruction and Modern posts to Microsoft Teams or sends an email instead.
Yes. Modern uses the buckets you set in the instruction, such as 0 to 30, 31 to 60 and over 60 days.
Yes. Modern runs the same report from QuickBooks, NetSuite, Sage or Xero.