Weekly Aged-Receivables Summary
Every Monday, WebRun opens Xero's aged-receivables report, groups outstanding balances into 0–30, 31–60, 61–90, and 90+ day buckets, logs the totals to your AR tracking sheet, and posts a prioritised collection summary to Slack.
How can I automatically get a weekly aged receivables summary from Xero?
Every Monday, WebRun opens Xero's aged-receivables report, groups outstanding balances into 0–30, 31–60, 61–90, and 90-plus day buckets, logs the totals to your Google Sheets AR tracking sheet, and posts a prioritised collection summary to Slack so you know exactly where to focus.
- Outstanding balances bucketed by age every Monday morning
- Prioritised collection list delivered to Slack automatically
- No manual AR report-pulling from Xero
Built for finance managers · credit controllers · bookkeepers · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
go.xero.comin a real browser with your saved login - no setup, no API keys. -
1
Xero - pull aged-receivables report
xero.com
WebRun opens Xero to pull aged-receivables report. - Open Xero Reports and run the Aged Receivables Summary for today's date
- Capture each customer's outstanding balance and invoice dates
- Group balances into 0–30, 31–60, 61–90, and 90+ days overdue
Done when All outstanding receivables are captured and grouped by age.
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2
Google Sheets - log and age the balances
google.com
WebRun opens Google Sheets to log and age the balances. - Open the Aged AR tracker
- Append this week's totals for each age bucket and each customer
- Highlight customers in the 61–90 and 90+ buckets as priority collection targets
Done when This week's AR figures are logged with age buckets and priority flags.
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3
Slack - post the collection priority list
slack.com
WebRun opens Slack to post the collection priority list. - Post a summary of total AR by age bucket
- List the top 5 priority customers by balance, oldest first
Done when You have a prioritised collection list in Slack for your Monday morning action.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact my customers about their balances?
No. WebRun reports only. Any outreach to customers is a separate step that you control - use the invoice-chase template if you want reminders drafted too.
Can I see the full detail, not just the top 5?
The Google Sheet has every customer and every invoice. Slack shows the top 5 to keep the alert short and actionable.
What if the same customer has multiple invoices?
WebRun totals all their open invoices and shows the combined balance, so you see the true exposure per customer.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.