Short-term cash flow projection - Automatically including loan payments or bank transfers
It would be helpful if loan payments and bank account transfers were added automatically.
Adding these manually is time-consuming.
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
nishimoto sonkirven
commented
Integrating automatic inclusion of loan payments and bank transfers into short-term cash flow projections would greatly enhance efficiency and accuracy. This automation eliminates the need for manual data entry, saving valuable time and reducing human error. Platforms like 1st Studio https://1ststudio.org/ demonstrate how AI-driven automation can streamline financial workflows, ensuring that all transactions are seamlessly updated in real time, allowing businesses to focus more on strategic financial planning rather than repetitive administrative tasks.
-
Dianne George
commented
I've noticed that regular payments to balance sheet codes are omitted. eg GST return payments.